CRM & ERP systems

Clay and Planfact integration

Q: Why is Albato the best alternative to Zapier for integrating Clay and Planfact?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Clay and Planfact. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Clay and Planfact, Albato is the way to go!

Build smart, no-code workflows with Clay and Planfact using triggers, actions, and AI logic—automate any process in minutes.

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no time limits on the free plan

no credit card required

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

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Trusted by 10,000+ teams around the world

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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.

David K.

Triggers and actions for Planfact and Clay integration

In Clay and Planfact integration triggers start workflows when something happens, while actions make changes in response.

Triggers 6

Get Data from Clay

Triggers

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New Deal (Sales)

Triggers

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Counterparty changed

Triggers

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Actions 34

Send a Webhook to Clay

Actions

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New counterparty

Actions

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Update counterparty

Actions

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What users say about Albato

Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

Verified user

G2 reviews

A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

Rida Z.

G2 reviews

Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

G2 reviews

A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

Keith T.

G2 reviews

How to Connect Clay to Planfact

Create powerful Clay integration with Planfact in just a few simple steps.

STEP 1

Connect Clay to Planfact

Log in to Albato, select Clay and Planfact, and follow the quick setup steps—no coding required. Integrate Clay with Planfact with just a few clicks!

STEP 2

Build a workflow for your Clay 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

STEP 3

Map your data

Pick the fields you want to transfer between Clay and Planfact. Customize the data flow to match your process.

Synс data

Launch your integration!

Start your FREE 7-day trial to activate the Clay + Planfact integration and access all premium features.

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Integrate Clay with Planfact to make your business processes more efficient and better organized. This integration lets you automatically sync customer data, manage your sales pipeline, and track key activities in real time—cutting down on manual work and minimizing errors. With Clay and Planfact working together, your teams stay connected across departments, with updates reflected instantly across both platforms. Whether you're tracking leads, handling invoices, or improving customer support, this integration helps simplify your day-to-day and keeps everyone working with the latest information. Boost productivity with the seamless connection between Clay and Planfact.

Planfact integration with Clay

Clay

Enhance your contact management and data workflow with Clay integration via Albato, connecting you to over 1,000 popular applications. Clay is a relationship management platform that helps businesses organize contacts, track interactions, and build meaningful connections. With Albato, you can automate the process of Get Data from Clay and send data to Clay using Send a Webhook to Clay. Integrate Clay with your CRM, email tools, and project management platforms to streamline your business relationships and improve team collaboration. Simplify your contact management and strengthen your networking with Clay integration via Albato.

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.

Learn how to connect Planfact to Clay

5 min. read

How to Connect Clay to Albato

By connecting Clay and Albato, you can easily automate outreach workflows and optimize your team's performance. Follow the steps below to link Clay to Albato and set up your automation.

Frequently asked questions about Clay and Planfact Integration

Why is Albato the best alternative to Zapier for integrating Clay and Planfact?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Clay and Planfact. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Clay and Planfact, Albato is the way to go!

Does Clay integrate with Planfact on the free plan?

Yes, you can integrate Clay with Planfact using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Planfact and Clay integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Clay Planfact integration at no cost.

How to connect Planfact to Clay for scheduled syncs?

To sync Planfact with Clay on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Clay integration with Planfact seamless and tailored to your specific needs.

Does Clay integrate with Planfact in real time?

Yes, Clay integrates with Planfact in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Clay integration with Planfact instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Clay and Planfact integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Planfact integration with Clay, ensuring your workflows operate according to your requirements.

How to connect Clay to Planfact?

Setting up an integration between Clay and Planfact on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Clay and Planfact from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Clay (the trigger) that will cause an action in Planfact, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Clay and Planfact, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Clay and Planfact, automating your workflows and saving you time.

How to connect Clay to Planfact to sync historical data?

To sync Clay with Planfact and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Planfact integration with Clay, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Planfact to Clay for two-way synchronization?

To integrate Planfact with Clay for two-way synchronization, Albato uses a system of triggers and actions. You can link Clay to Planfact by setting up two separate automations. The first automation sent data from Clay to Planfact. For instance, when a record is created or updated in Clay, the automation ensures the changes are reflected in Planfact. The second automation works in reverse, updating Clay when changes occur in Planfact.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Planfact Clay integration and keeps your data consistent across both platforms.

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Clay and Planfact integration

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

Triggers and actions for Planfact and Clay integration

Get Data from Clay

New Deal (Sales)

Counterparty changed

Send a Webhook to Clay

New counterparty

Update counterparty

What users say about Albato

How to Connect Clay to Planfact

Connect Clay to Planfact

Build a workflow for your Clay and Planfact integration

Map your data

How does the integration with Clay and Planfact works in Albato?

Planfact integration with Clay

Clay

Planfact

Learn how to connect Planfact to Clay

How to Connect Clay to Albato

Frequently asked questions about Clay and Planfact Integration

Why is Albato the best alternative to Zapier for integrating Clay and Planfact?

Does Clay integrate with Planfact on the free plan?

How to connect Planfact to Clay for scheduled syncs?

Does Clay integrate with Planfact in real time?

How to connect Clay to Planfact?

How to connect Clay to Planfact to sync historical data?

How to connect Planfact to Clay for two-way synchronization?

Build your automation for free!