

MATRIX mobile and Planfact integration
Build smart, no-code workflows with MATRIX mobile 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 MATRIX mobile integration
In MATRIX mobile 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 MATRIX mobile to Planfact
Create powerful MATRIX mobile integration with Planfact in just a few simple steps.
Connect MATRIX mobile to Planfact
Log in to Albato, select MATRIX mobile and Planfact, and follow the quick setup steps—no coding required. Integrate MATRIX mobile with Planfact with just a few clicks!
Build a workflow for your MATRIX mobile 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 MATRIX mobile and Planfact. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Planfact integration with MATRIX mobile
MATRIX mobile
Enhance your business communication with MATRIX mobile integration on Albato. Streamline your workflow by automating and connecting MATRIX mobile with your favorite apps, centralizing customer interactions in one location. Effortlessly make and manage calls within your CRM, while maintaining a history of negotiations and call records. Enhance the efficiency and collaboration of your team with available triggers such as outgoing and incoming call events, including successful, missed, and answered calls. Take advantage of the powerful action to create calls, all within MATRIX mobile's seamless integration with Albato. Transform your communication processes and stay organized with MATRIX mobile's automation and connectivity on Albato.
Categories
- Telephony
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








