

Planfact and SberCRM integration
Build smart, no-code workflows with Planfact and SberCRM 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 SberCRM and Planfact integration
In Planfact and SberCRM integration triggers start workflows when something happens, while actions make changes in response.
Triggers 7
New Deal (Sales)
Counterparty changed
A Business object has been created in Essence
Updated the Business object in the Entity
Actions 36
New counterparty
Update counterparty
Create a Business Object in an Entity
Find a Business Object by ID
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How to Connect Planfact to SberCRM
Create powerful Planfact integration with SberCRM in just a few simple steps.
Connect Planfact to SberCRM
Log in to Albato, select Planfact and SberCRM, and follow the quick setup steps—no coding required. Integrate Planfact with SberCRM with just a few clicks!
Build a workflow for your Planfact and SberCRM 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 SberCRM. Customize the data flow to match your process.
Synс data
Synс data
Synс data
SberCRM 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
SberCRM
Categories
- CRM & ERP systems








