Integration Planfix (Planfix) and Customer data platform (CDP)
Connection in 5 minutes, 30 days on tests, try.
Accepted webhooks
Done actions
New clients
Free Turnkey setting, Instructions.
What data can be transmitted from: from_Service to: to_Service
If you cannot independently determine whether these events and actions will be able to solve your problem; contact support or use the Full construction setting.
Events c Planfix
Click on the name of the event to see the available fields.
API documentation — No.
Description
Not
Available fields
| Id | Name |
|---|---|
id
|
Task ID |
general
|
Issue number |
title
|
Task name |
description
|
Task description |
project
|
Project |
status
|
Task status |
+ You can add your fields that are in webhuk.
Description
Not
Available fields
| Id | Name |
|---|---|
id
|
Task ID |
general
|
Issue number |
title
|
Task name |
description
|
Task description |
project
|
Project |
status
|
Task status |
+ You can add your fields that are in webhuk.
If you haven't found the right event, but the service has the right webhook, then use the universal connector "Including webhuk". It will be possible to tie the logic of bundles to any field that comes in the webhook.
Actions in Customer data platform (CDP)
Click on the name of the action to see the available fields.
API documentation — No.
Request fields
| Id | Name |
|---|---|
entity_id
|
Call/Chat/Email ID |
type_id
|
Type of treatment |
email
|
|
phone
|
Telephone |
username
|
Login in the messenger /chat |
content
|
The text of the dialog |
Answer fields
| Id | Name |
|---|---|
id
|
Record ID |
Request fields
| Id | Name |
|---|---|
prompt
|
Promt (what to analyze) |
period
|
Sample period |
model
|
model |
Answer fields
| Id | Name |
|---|---|
result
|
Result |
total_tokens
|
total_tokens |
cost
|
cost |
Integration setup plan Planfix with Customer data platform (CDP)
| 1 | Configure the connection for: Service in Apimonster. |
| 2 | Configure Webhuk in: Service, indicating the link from Apimonster. |
| 3 | Configure the connection for: Service in Apimonster, indicating the login/password/token for access to the API. |
| 4 | Create a bunch. |
| 5 | Indicate as a data source: Service. |
| 6 | Create the required action for: to_Service, indicating in which fields: to_Service to transmit field values from: from_Service. |
| 7 | Configure filters for each step if necessary. |
| 8 | Test the bundles and make sure that they work according to the TOR. |
Or go through the full well on ApiMonster.
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