

Altegro and Planfact integration
Build smart, no-code workflows with Altegro and Planfact using triggers, actions, and AI logic—automate any process in minutes.
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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.
Triggers and actions for Planfact and Altegro integration
In Altegro and Planfact integration triggers start workflows when something happens, while actions make changes in response.
Triggers 13
Incoming call received — initialization (incoming VPBX)
Incoming call — incoming to operator
New Deal (Sales)
Counterparty changed
Actions 34
Create a call
New counterparty
Update counterparty
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How to Connect Altegro to Planfact
Create powerful Altegro integration with Planfact in just a few simple steps.
Connect Altegro to Planfact
Log in to Albato, select Altegro and Planfact, and follow the quick setup steps—no coding required. Integrate Altegro with Planfact with just a few clicks!
Build a workflow for your Altegro and Planfact integration
Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.
Trigger
Actions
Map your data
Pick the fields you want to transfer between Altegro and Planfact. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Planfact integration with Altegro
Altegro
Altegro integration via Albato helps you automate call tracking and telephony workflows by connecting your communication system with over 1,000 popular apps. With Altegro’s API, you can monitor and react to every stage of incoming calls, from initialization to operator completion, allowing for real-time data transfer and response. Connect Altegro with tools like Google Sheets, Bitrix24, Slack, or Pipedrive to log calls, analyze performance, or trigger follow-up actions. Available triggers include call received, routed to operator, answered, and completed, while actions allow you to initiate new calls programmatically. Improve your call center’s responsiveness and customer engagement with Altegro integration via Albato.
Categories
- CRM & ERP systems
Planfact
Enhance your financial and management accounting with PlanFact's integration with Albato. Automate and streamline your business processes by connecting PlanFact to your favorite apps, enabling seamless data synchronization and task automation. With available triggers like Project edited, New operation added, and Counterparty Edited, you can effortlessly manage accounts, counterparties, and goods. Actions such as New income operation, Create Product, and Edit invoice expand your capabilities, making it easier than ever to manage your finances and operations. Maximize efficiency and boost productivity by integrating PlanFact with Albato today.
Categories
- Accounting apps








