Formidable Forms + Planfix

Formidable Forms + Planfix integrations

Create new Planfix tasks for every new Formidable Forms entry

Create tasks in Planfix seamlessly from Formidable Forms responses with this automation. When a new entry is submitted to your Formidable Forms, this workflow will instantly generate a new task in Planfix, saving you time and ensuring all relevant information is efficiently transferred. No more manual task creation – simply let this workflow do the work for you.

When this happens...
New EntryTriggers when a new form is submitted.
TriggerInstant
automatically do this!
New TaskTrigger when a new task is created
ActionWrite

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More things you can do with Formidable Forms and Planfix

Discover other triggers and actions you can use with Formidable Forms and Planfix

- Form
  Required
Trigger
Instant
Try It
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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
- Contact No.
  Required
- First name
- Middle name
- Last name
- Additional information
- 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
- Contact No.
  Required
Action
Write
- Template
  Required
- Task name
  Required
- Description
- Project
- Start date
- Due date
- Assigner
- Assignee
- Participants
- Files
Action
Write
- Contact name
Action
Search

- Form
  Required
Trigger
Instant
Try It
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
- Additional information
- 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
- Comment Id
  Required
Action
Write
- Task No.
  Required
Action
Write
- Template
- Task No
  Required
- Task name
  Required
- Description
- Project
- Start date
- Due date
- Assigner
- Assignee
- Participants
Action
Write
- Task title
Action
Search

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

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Related categories

Forms & Surveys

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About Planfix

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

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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