

Planfact and Platrum integration
Build smart, no-code workflows with Planfact 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 Planfact integration
In Planfact and Platrum integration triggers start workflows when something happens, while actions make changes in response.
Triggers 6
New Deal (Sales)
Counterparty changed
New task
Actions 46
New counterparty
Update counterparty
Create a transaction
Getting a task by ID
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How to Connect Planfact to Platrum
Create powerful Planfact integration with Platrum in just a few simple steps.
Connect Planfact to Platrum
Log in to Albato, select Planfact and Platrum, and follow the quick setup steps—no coding required. Integrate Planfact with Platrum with just a few clicks!
Build a workflow for your Planfact 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 Planfact and Platrum. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Platrum integration with Planfact
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
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








