

Okdesk and Planfact integration
Build smart, no-code workflows with Okdesk and Planfact using triggers, actions, and AI logic—automate any process in minutes.
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Efficient transaction management = lower costs
Move your historical data in just a few clicks
Talk to support that actually helps—fast
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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 Okdesk integration
In Okdesk and Planfact integration triggers start workflows when something happens, while actions make changes in response.
Triggers 15
Order changed status
Change of responsibility for the order
New Deal (Sales)
Counterparty changed
Actions 66
Change application status
Employee activation
New counterparty
Update counterparty
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How to Connect Okdesk to Planfact
Create powerful Okdesk integration with Planfact in just a few simple steps.
Connect Okdesk to Planfact
Log in to Albato, select Okdesk and Planfact, and follow the quick setup steps—no coding required. Integrate Okdesk with Planfact with just a few clicks!
Build a workflow for your Okdesk 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 Okdesk and Planfact. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Planfact integration with Okdesk
Okdesk
Enhance your customer support capabilities with Okdesk's integration with Albato. Okdesk is an affordable and flexible help desk system designed to automate service, technical support, and field work for your business. Connect Okdesk with your favorite apps through Albato to streamline your support processes and improve overall efficiency. With a wide range of available triggers such as Order changed status, New order, New comment to the order, and Deleted order, you can effortlessly automate tasks and keep track of your support operations. Actions such as Service object search, Sending information about an incoming call, New lead, Employee activation, and Editing a company are just a few examples of what you can accomplish with Okdesk's integration with Albato. By connecting Okdesk and Albato, you can easily manage and monitor your service contracts, hardware information, and employee data, all while ensuring seamless communication and collaboration. Enhance your support services and take your business to new heights with Okdesk's powerful automation and integration capabilities through Albato.
Categories
- Help Desk
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








