Connect Zoho Contracts and Planfix to Build Intelligent Automations
Enable Integrations or automations with these events of Zoho Contracts and Planfix
Enable Integrations or automations with these events of Zoho Contracts and Planfix
Actions
Create Department
Create a new department in Zoho Contracts
Create department
Create a new department in Zoho Contracts.
Create Obligation Category
Create a new obligation category to organize contract duties and requirements.
Create Contact
Create a new contact
Delete Comment
Delete a comment
Find Contact By Name
Return contact details by name
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Frequently Asked Questions
To start, connect both your Zoho Contracts and Planfix accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Contracts triggers actions in Planfix (or vice versa).
Absolutely. You can customize how Zoho Contracts 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 Zoho Contracts 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 Zoho Contracts 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 Zoho Contracts
Zoho Contracts is a comprehensive platform designed to streamline contract management processes, offering tools for drafting, reviewing, and managing contracts efficiently.
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.
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