Create new Planfix tasks for each new Cognito Forms entry
Create tasks in Planfix effortlessly with this seamless workflow. Whenever a new entry is added in Cognito Forms, this automation will generate a new task in Planfix, streamlining your process and keeping your projects organized. Stay focused on your work without the hassle of manual task creation, and let your forms and project management work together efficiently.
Create tasks in Planfix effortlessly with this seamless workflow. Whenever a new entry is added in Cognito Forms, this automation will generate a new task in Planfix, streamlining your process and keeping your projects organized. Stay focused on your work without the hassle of manual task creation, and let your forms and project management work together efficiently.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!New Task
Trigger when a new task is created
- Free forever for core features
- 14 day trial for premium features & apps