logo main
  • Language
    En
    English
    Portuguese
    Spanish
    • Log inGet started free
    Planfix Integrations
    Zenvia Integrations

    Planfix and Zenvia integration

    Connect this app...
    With this one!
    Try this integration!7-Day free trial
    hero
    SOC 2 Type 2
    #1 product of the day

    The safety of your data is our top priority!

    • heroSecurity
    • heroProcessing integrity
    • heroConfidentiality
    • heroPrivacy
    Best ResultsBest UsabilityMomentum LeaderMost ImplementableBest value

    Trusted by over 200,000+ users

    Albato is rated 4.6/ 5 stars on 465+ G2 reviews.

    How Albato works

    With Albato, you can easily integrate Zenvia with Planfix using an intuitive no-code builder. Whether you want to sync Zenvia with Planfix or connect Zenvia to Planfix, our platform makes it simple.

    How to Connect Planfix to Zenvia

    Create powerful Planfix integration with Zenvia in just a few simple steps.

    STEP 1

    Connect Planfix to Zenvia

    To connect Zenvia to Planfix, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Planfix with Zenvia with just a few clicks!

    Planfix integration

    Planfix

    Select a Trigger

    Down
    STEP 2

    Create workflow for Zenvia and Planfix integration

    Decide what happens when you sync Planfix with Zenvia—set up triggers in one app to automatically initiate actions in the other.

    Planfix integrationArrow

    Trigger

    Arrow
    Down
    Zenvia integrationCheck

    Action

    Down
    STEP 3

    Sync Planfix with Zenvia data

    Select which data to transfer when you integrate Zenvia with Planfix—customize how your apps exchange information.

    Check

    Synс data

    Check

    Synс data

    Check

    Synс data

    Integrate Planfix with Zenvia now!

    Start FREE 7-day trial to connect Zenvia to Planfix and unlock all premium features!

    Try this integration!7-Day free trial
    Background

    Triggers and actions for Zenvia and Planfix integration

    In Planfix and Zenvia integration triggers start workflows when something happens, while actions make changes in response.

    Triggers 2

    Zenvia integration

    New Message SMS

    Triggers

    Try Zenvia integrations!
    Zenvia integration

    New Message WhatsApp

    Triggers

    Try Zenvia integrations!

    Actions 6

    Planfix integration

    New Contact

    Actions

    Try Planfix integrations!
    Planfix integration

    New Task

    Actions

    Try Planfix integrations!
    Zenvia integration

    Send WhatsApp

    Actions

    Try Zenvia integrations!
    Zenvia integration

    Send SMS

    Actions

    Try Zenvia integrations!
    OpenAI Integrations
    Anthropic AI Integrations
    Jasper Integrations
    Gemini Integrations
    Paints Integrations
    Writesonic Integrations
    Planfix Integrations
    Zenvia Integrations

    Make your integration smarter with AI

    Enhance your Zenvia and Planfix integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

    Integrate Zenvia with Planfix to harness the power of automation!

    With over 1,000 integrations on Albato including the ability to sync Zenvia with Planfix, you can streamline your tools into one cohesive system, maximizing your team's productivity.

    Try this integration

    7-Day free trial!

    Connect Planfix to Zenvia to link essential parts of your business

    When you connect Planfix to Zenvia, you can automate processes for any business size or industry. Here's how different companies integrate Planfix with Zenvia using Albato.

  • CheckNew lead submits form
    App Integration
    App Integration
    App Integration
  • CheckCreate New Contact
    App Integration
    App Integration
    App Integration
  • Check сompany size
  • CheckSend a welcome message
    App Integration
    App Integration
    App Integration

    • Never miss a lead or deal again!

    Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.

    Zenvia integration with Planfix

    Planfix integrations

    Planfix

    Categories

    • CRM & ERP systems

    Alternative Apps

    HubSpot integrations
    amoCRM integrations
    5crm integrations
    Agbis integrations
    Agendor integrations
    Agile CRM integrations
    AlphaCRM integrations
    Altegio integrations
    Zenvia integrations

    Zenvia

    Categories

    • Marketing Automation

    Alternative Apps

    ActiveCampaign integrations
    Ortto integrations
    RD Station integrations
    Activecampaign integrations
    Airtable integrations
    Altсraft integrations
    Amplemarket integrations
    Apify integrations

    Learn how to connect Zenvia to Planfix

    previous
    next

    Frequently asked questions about Planfix and Zenvia Integration

    Why is Albato the best alternative to Zapier for integrating Planfix and Zenvia?

    collapsed
    Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Planfix and Zenvia. It’s super easy to use, and you can create powerful workflows without the hassle.

    What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Planfix and Zenvia, Albato is the way to go!

    Does Planfix integrate with Zenvia on the free plan?

    collapsed
    Yes, you can integrate Planfix with Zenvia using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Zenvia and Planfix integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Planfix Zenvia integration at no cost.

    How to connect Zenvia to Planfix for scheduled syncs?

    collapsed
    To sync Zenvia with Planfix on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Planfix integration with Zenvia seamless and tailored to your specific needs.

    Does Planfix integrate with Zenvia in real time?

    collapsed
    Yes, Planfix integrates with Zenvia in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
    Webhook Triggers: These triggers activate your Planfix integration with Zenvia instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
    API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Planfix and Zenvia integration.
    You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Zenvia integration with Planfix, ensuring your workflows operate according to your requirements.

    How to connect Planfix to Zenvia?

    collapsed
    Setting up an integration between Planfix and Zenvia on Albato is simple and requires no technical skills. Just follow these steps:
    1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
    2. Go to the Integrations section and select Planfix and Zenvia from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in Planfix (the trigger) that will cause an action in Zenvia, such as sending data or creating an entry.
    4. Map the fields. Use Albato’s data mapping tool to match specific fields between Planfix and Zenvia, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between Planfix and Zenvia, automating your workflows and saving you time.

    How to connect Planfix to Zenvia to sync historical data?

    collapsed
    To sync Planfix with Zenvia and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
    With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Zenvia integration with Planfix, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

    How to connect Zenvia to Planfix for two-way synchronization?

    collapsed
    To integrate Zenvia with Planfix for two-way synchronization, Albato uses a system of triggers and actions. You can link Planfix to Zenvia by setting up two separate automations. The first automation sent data from Planfix to Zenvia. For instance, when a record is created or updated in Planfix, the automation ensures the changes are reflected in Zenvia. The second automation works in reverse, updating Planfix when changes occur in Zenvia.
    To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Zenvia Planfix integration and keeps your data consistent across both platforms.

    Build your automation for free!

    Get started