

Planado and Platrum integration
Build smart, no-code workflows with Planado and Platrum 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 Platrum and Planado integration
In Planado and Platrum integration triggers start workflows when something happens, while actions make changes in response.
Triggers 5
New Job
Job removed
New task
Actions 16
Create an job
New client
Create a transaction
Getting a task by ID
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How to Connect Planado to Platrum
Create powerful Planado integration with Platrum in just a few simple steps.
Connect Planado to Platrum
Log in to Albato, select Planado and Platrum, and follow the quick setup steps—no coding required. Integrate Planado with Platrum with just a few clicks!
Build a workflow for your Planado and Platrum 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 Planado and Platrum. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Platrum integration with Planado
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
Platrum
Experience seamless integration and automation with Platrum on Albato. Effortlessly connect Platrum to your favorite apps, streamlining your management processes and improving efficiency. Automate tasks such as creating transactions, tasks, goods, and counterparties, as well as searching for applications by financial planning dates. With triggers like New Task and actions including updating transactions, tasks, and creating requests, you can enhance your productivity and stay organized. Connect and automate your business workflows with Platrum's powerful features, all easily accessible through its integration with Albato.
Categories
- CRM & ERP systems








