Connect wordsmith and Planfix to Build Intelligent Automations

Choose a Trigger

wordsmith

When this happens...

Choose an Action

Planfix

Automatically do this!

Enable Integrations or automations with these events of wordsmith and Planfix

Enable Integrations or automations with these events of wordsmith and Planfix

Actions

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

Find Task by Name

Find a task by title and return its full details; if no title is given, return all tasks.

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Frequently Asked Questions

How do I start an integration between wordsmith and Planfix?

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

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

Absolutely. You can customize how wordsmith 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 wordsmith and Planfix?

The data sync between wordsmith 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 wordsmith 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 wordsmith and Planfix?

Yes, you can set conditional logic to control the flow of data between wordsmith 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.

wordsmith

About wordsmith

Wordsmith automatically turns data into articles and reports so you can generate personalized messages in real time for any audience.

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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.

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