

OkoCRM and Planfact integration
Build smart, no-code workflows with OkoCRM 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 OkoCRM integration
In OkoCRM and Planfact integration triggers start workflows when something happens, while actions make changes in response.
Triggers 5
New Deal (Sales)
Counterparty changed
Actions 45
Delete transaction by ID
The list of tasks in the transaction
New counterparty
Update counterparty
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How to Connect OkoCRM to Planfact
Create powerful OkoCRM integration with Planfact in just a few simple steps.
Connect OkoCRM to Planfact
Log in to Albato, select OkoCRM and Planfact, and follow the quick setup steps—no coding required. Integrate OkoCRM with Planfact with just a few clicks!
Build a workflow for your OkoCRM 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 OkoCRM and Planfact. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Planfact integration with OkoCRM
OkoCRM
Experience seamless integration and automation with OkoCRM on Albato. Effortlessly connect OkoCRM to your favorite apps, streamlining your business processes and data transfer. With available actions like updating deals and contacts, managing tasks, and creating new contacts and deals, OkoCRM enhances your company's productivity and efficiency. Automate tasks with triggers and actions, such as task completion and adding comments, to keep your workflow organized and up-to-date. Unleash the full potential of OkoCRM's integration with Albato and revolutionize your CRM experience.
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








