Interact + Planfix

Interact + Planfix integrations

Create new Planfix tasks for updated Interact leads

Effortlessly manage new leads from Interact within Planfix by setting up this automation. Whenever a new lead is captured in Interact, a corresponding task will be created in Planfix, ensuring your team stays on top of potential clients without any manual intervention. Streamline your workflow and maintain excellent lead tracking with this seamless integration.

When this happens...
New LeadTriggers when a new lead is collected from quiz.
TriggerInstant
automatically do this!
New TaskTrigger when a new task is created
ActionWrite

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More things you can do with Interact and Planfix

Discover other triggers and actions you can use with Interact and Planfix

- Quiz
  Required
Trigger
Instant
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Delete Comment
Trigger when a comment is deleted
Trigger
Instant
Try It
New Contact
Trigger when a new contact is created
Trigger
Instant
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Update Contact
Trigger when a contact is updated
Trigger
Instant
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New Task
Trigger when a new task is created
Trigger
Instant
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Update Task
Trigger when a task is updated
Trigger
Instant
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- 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

New Comment
Trigger when a comment is created
Trigger
Instant
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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 Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Forms

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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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