

EnvyCRM and Planfact integration
Build smart, no-code workflows with EnvyCRM and Planfact using triggers, actions, and AI logic—automate any process in minutes.
Start for freeClear 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







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 EnvyCRM integration
In EnvyCRM and Planfact integration triggers start workflows when something happens, while actions make changes in response.
Triggers 8
New Lead
New Deal
New Deal (Sales)
Counterparty changed
Actions 37
Create Lead
Search Client
New counterparty
Update counterparty
What users say about Albato
How to Connect EnvyCRM to Planfact
Create powerful EnvyCRM integration with Planfact in just a few simple steps.
Connect EnvyCRM to Planfact
Log in to Albato, select EnvyCRM and Planfact, and follow the quick setup steps—no coding required. Integrate EnvyCRM with Planfact with just a few clicks!
Build a workflow for your EnvyCRM 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 EnvyCRM and Planfact. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Planfact integration with EnvyCRM
EnvyCRM
Streamline your CRM workflows and automate lead and deal management with EnvyCRM integration via Albato, connecting you to over 1,000 popular applications. EnvyCRM is a powerful CRM platform designed to help businesses manage leads, deals, and customer interactions efficiently. With Albato, you can automate actions like Create Lead, Search Client, Get a client by ID, and Get a deal by ID, while tracking triggers such as New Lead, New Deal, and Changing the deal stage. Integrate EnvyCRM with your marketing, sales, and customer service tools to optimize your sales process and improve customer relationship management. Simplify your CRM operations and boost sales performance with EnvyCRM 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








