Connect Vectara and Planfix to Build Intelligent Automations

Choose a Trigger

Vectara

When this happens...

Choose an Action

Planfix

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Corpora

New Corpora

Retrieve corpora created within the last specified minutes.

Request a new Trigger for Vectara

Do thisActions

Action is the task that follows automatically within your Vectara integrations.

Create Corpus

Create Corpus

Create a new Vectara corpus to store and index documents for search and retrieval.

Create Contact

Create Contact

Create a new contact

Delete Comment

Delete Comment

Delete a comment

Find Contact By Name

Find Contact By Name

Return contact details by name

Find Task by Name or Description

Find Task by Name or Description

Find a task by name or description and return full details; if no criteria, return all tasks.

Request a new Action for Vectara

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Vectara and Planfix?

To start, connect both your Vectara and Planfix accounts to viaSocket. Once connected, you can set up a workflow where an event in Vectara triggers actions in Planfix (or vice versa).

Can we customize how data from Vectara is recorded in Planfix?

Absolutely. You can customize how Vectara data is recorded in Planfix. This includes choosing which data fields go into which fields of Planfix, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Vectara and Planfix?

The data sync between Vectara and Planfix typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Vectara to Planfix?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Vectara and Planfix?

Yes, you can set conditional logic to control the flow of data between Vectara and Planfix. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Vectara

About Vectara

Vectara offers advanced AI-driven solutions for natural language processing and understanding, enabling businesses to enhance their customer interactions and data insights.

Learn More
Planfix

About Planfix

Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.

Learn More