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    i-digital direct
    Planfact
    SMS marketing

    i-digital direct and Planfact integration

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

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    Move your historical data in just a few clicks

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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 i-digital direct integration

    In i-digital direct and Planfact integration triggers start workflows when something happens, while actions make changes in response.

    Triggers 5

    Planfact integration

    New Deal (Sales)

    Triggers

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    Planfact integration

    Counterparty changed

    Triggers

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    Actions 36

    i-digital direct integration

    Sending an SMS message

    Actions

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    i-digital direct integration

    Sending a Viber message

    Actions

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    Planfact integration

    New counterparty

    Actions

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    Planfact integration

    Update counterparty

    Actions

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    What users say about Albato

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

    Verified user
    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.
    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.
    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.
    Keith T.
    G2 reviews

    How to Connect i-digital direct to Planfact

    Create powerful i-digital direct integration with Planfact in just a few simple steps.

    STEP 1

    Connect i-digital direct to Planfact

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

    ShopifyFacebooki-digital direct integrationi-digital direct integrationSlackClickup
    STEP 2

    Build a workflow for your i-digital direct and Planfact integration

    Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

    i-digital direct integrationArrow

    Trigger

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    Planfact integrationCheck

    Actions

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    STEP 3

    Map your data

    Pick the fields you want to transfer between i-digital direct and Planfact. Customize the data flow to match your process.

    Check

    Synс data

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    Synс data

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    Synс data

    Launch your integration!

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

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    How does the integration with i-digital direct and Planfact works in Albato?

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    Planfact integration with i-digital direct

    i-digital direct integrations

    i-digital direct

    Categories

    • SMS marketing

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    Planfact

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    Learn how to connect Planfact to i-digital direct

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    Frequently asked questions about i-digital direct and Planfact Integration

    Why is Albato the best alternative to Zapier for integrating i-digital direct and Planfact?

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    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 i-digital direct 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 i-digital direct and Planfact, Albato is the way to go!

    Does i-digital direct integrate with Planfact on the free plan?

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    Yes, you can integrate i-digital direct 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 i-digital direct integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your i-digital direct Planfact integration at no cost.

    How to connect Planfact to i-digital direct for scheduled syncs?

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    To sync Planfact with i-digital direct 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 i-digital direct integration with Planfact seamless and tailored to your specific needs.

    Does i-digital direct integrate with Planfact in real time?

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    Yes, i-digital direct 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 i-digital direct 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 i-digital direct 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 i-digital direct, ensuring your workflows operate according to your requirements.

    How to connect i-digital direct to Planfact?

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    Setting up an integration between i-digital direct and Planfact on Albato is simple and requires no technical skills. Just follow these steps:
    1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
    2. Go to the Integrations section and select i-digital direct and Planfact from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in i-digital direct (the trigger) that will cause an action in Planfact, such as sending data or creating an entry.
    4. Map the fields. Use Albato’s data mapping tool to match specific fields between i-digital direct and Planfact, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between i-digital direct and Planfact, automating your workflows and saving you time.

    How to connect i-digital direct to Planfact to sync historical data?

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    To sync i-digital direct 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 i-digital direct, 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 i-digital direct for two-way synchronization?

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    To integrate Planfact with i-digital direct for two-way synchronization, Albato uses a system of triggers and actions. You can link i-digital direct to Planfact by setting up two separate automations. The first automation sent data from i-digital direct to Planfact. For instance, when a record is created or updated in i-digital direct, the automation ensures the changes are reflected in Planfact. The second automation works in reverse, updating i-digital direct 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 i-digital direct integration and keeps your data consistent across both platforms.

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