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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New User Input" from Chatforma.

Add your action

An action happens after the trigger—such as "New Comment" in Planfix.

You’re connected!

Zapier seamlessly connects Chatforma and Planfix, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Chatforma to Planfix integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Chatforma and Planfix to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Chatbot
  Required
- Form
  Required
Trigger
Instant
Try It
- Chatbot
  Required
- User
  Required
Action
Write
Delete Comment
Trigger when a comment is deleted
Trigger
Instant
Try It
New Contact
Trigger when a new contact is created
Trigger
Instant
Try It
Update Contact
Trigger when a contact is updated
Trigger
Instant
Try It
New Task
Trigger when a new task is created
Trigger
Instant
Try It
Update Task
Trigger when a task is updated
Trigger
Instant
Try It
- ActionId
  Required
- Text
  Required
Action
Write
- Template
  Required
- Task No.
  Required
- First name
- Middle name
- Last name
- Text
  Required
- Position
- Address
- Website
- Email
- Skype
- ICQ
- Contact group
- Is a company
- Show in list for choosing task participants
- Show in list for choosing task counterparty
- Date of birth
Action
Write
- Task No.
  Required
Action
Write
- Template
  Required
- Task name
  Required
- Text
  Required
- Project
- Start date
- Due date
- Assigner
- Assignee
- Participants
- Attachments
Action
Write
- Task name
  Required
Action
Search

- Chatbot
  Required
- Segment
  Required
Action
Write
New Comment
Trigger when a comment is created
Trigger
Instant
Try It
Update Comment
Trigger when a comment is updated
Trigger
Instant
Try It
Delete Contact
Trigger when a contact is deleted
Trigger
Instant
Try It
- Type
  Required
- Field
  Required
Trigger
Instant
Try It
Delete Task
Trigger when a task is deleted
Trigger
Instant
Try It
- Task No.
  Required
- Text
  Required
- Notify users
- Attachments
Action
Write
- Template
  Required
- First name
- Middle name
- Last name
- Text
  Required
- Position
- Address
- Website
- Email
- Skype
- ICQ
- Contact group
- Is a company
- Show in list for choosing task participants
- Show in list for choosing task counterparty
- Date of birth
Action
Write
- ActionId
  Required
Action
Write
- Task No.
  Required
Action
Write
- Template
  Required
- Task No.
  Required
- Task name
  Required
- Text
  Required
- Project
- Start date
- Due date
- Assigner
- Assignee
- Participants
Action
Write
- Task name
  Required
Action
Search

About Chatforma

Chatforma is messenger marketing platform that lets you build chatbots and automated messenger sales with no coding.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Planfix

Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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