

Mertago and Planado integration
Build smart, no-code workflows with Mertago and Planado 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.
Triggers and actions for Planado and Mertago integration
In Mertago and Planado integration triggers start workflows when something happens, while actions make changes in response.
Triggers 11
Create order
Create proposal to supplier
New Job
Job removed
Actions 18
Create order
Update company (supplier)
Create an job
New client
What users say about Albato
How to Connect Mertago to Planado
Create powerful Mertago integration with Planado in just a few simple steps.
Connect Mertago to Planado
Log in to Albato, select Mertago and Planado, and follow the quick setup steps—no coding required. Integrate Mertago with Planado with just a few clicks!
Build a workflow for your Mertago and Planado 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 Mertago and Planado. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Planado integration with Mertago
Mertago
Enhance your business operations with Mertago's integration on Albato. Automate and streamline your procurement processes by seamlessly connecting Mertago with your favorite apps. This powerful integration enables you to efficiently manage orders, proposals, and company contacts for both buyers and suppliers. With triggers such as Update order, Create proposal to supplier, and Create company (buyer), you can easily automate routine tasks and maintain control over your procurement operations. Actions like updating orders, creating contacts, and adding comments to companies are just some of the numerous features available through Mertago's integration with Albato. Boost your business efficiency and organization by connecting Mertago with Albato today.
Categories
- CRM & ERP systems
Planado
Planado, introduced within the Albato platform, serves as an advanced electronic outfit service. This comprehensive solution is designed to streamline field service management, from scheduling and dispatching to tracking and reporting job progress. Planado's integration facilitates an organized and efficient approach to managing field operations, ensuring that teams can deliver services more effectively and responsively. By integrating Planado with Albato, users can leverage actions such as creating new clients and jobs, alongside triggers for job updates, to enhance operational efficiency. This seamless connectivity enables a smooth flow of information across platforms, allowing businesses to maintain up-to-date records and ensure timely completion of field services.
Categories
- Scheduling & Booking








