Connect Voucherify and Planfix to Build Intelligent Automations
Choose a Trigger
When this happens...
Voucher Created
Choose an Action
Automatically do this!
Create Contact
Delete Comment
Find Contact By Name
Find Task by Name
Ready to use Voucherify and Planfix automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Voucher Created
Trigger when a new voucher is created.
Do thisActions
Action is the task that follows automatically within your Voucherify integrations.
Create Category
Create category with a specific name and hierarchy.
Create Segment
Create a customer segment.
Update Reward
Update the details of a reward.
Update Customer
Update an existing customer.
Create Contact
Create a new contact
Delete Comment
Delete a comment
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Frequently Asked Questions
To start, connect both your Voucherify and Planfix accounts to viaSocket. Once connected, you can set up a workflow where an event in Voucherify triggers actions in Planfix (or vice versa).
Absolutely. You can customize how Voucherify 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.
The data sync between Voucherify and Planfix typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Voucherify 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.
About Voucherify
Voucherify is a comprehensive promotion management platform that allows businesses to create, manage, and track various promotional campaigns such as vouchers, discounts, and loyalty programs. It is designed to help marketers and developers easily integrate promotional campaigns into their existing systems, providing a seamless experience for both businesses and their customers.
Learn MoreAbout 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
