Jotform + Planfix

Create new Planfix tasks from new Jotform submissions

Stay organized and efficient by setting up this workflow. When a new submission is received in Jotform, a new task is instantly created in Planfix. This streamlines your process, ensuring no important tasks are overlooked and easing management of your workload. Perfect for busy professionals who want to optimize their work process.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
New Task
Trigger when a new task is created
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
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
- TypeRequired
- FieldRequired
Trigger
Instant
Try It

Delete Task
Trigger when a task is deleted
Trigger
Instant
Try It
- Task No.Required
- TextRequired
- Notify users
- Attachments
Action
Write
- TemplateRequired
- 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 IdRequired
Action
Write
- Task No.Required
Action
Write
- Template
- Task NoRequired
- Task nameRequired
- Description
- Project
- Start date
- Due date
- Assigner
- Assignee
- Participants
Action
Write
- Task title
Action
Search

- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- 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
- Action IdRequired
- TextRequired
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
- TemplateRequired
- Task nameRequired
- Description
- Project
- Start date
- Due date
- Assigner
- Assignee
- Participants
- Files
Action
Write
- Contact name
Action
Search

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Wufoo

Forms & Surveys

Formstack

Forms & Surveys

Typeform

Forms & Surveys

About Planfix

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

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Jotform + Planfix

Create new Planfix tasks from new Jotform submissions

New Submission

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a formRequired

New Comment

Update Comment

Delete Contact

Update Field

TypeRequired

FieldRequired

Delete Task

New Comment

Task No.Required

TextRequired

Notify users

Attachments

New Contact

TemplateRequired

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

Delete Comment

Comment IdRequired

Delete Task

Task No.Required

Update Task

Template

Task NoRequired

Task nameRequired

Description

Project

Start date

Due date

Assigner

Assignee

Participants

Find a Task

Task title

New Signed Document

DocumentRequired

Assign Prefilled Form

Select a formRequired

Assignee emailRequired

Invitation Message

Prefilled Field Permissions

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Delete Comment

New Contact

Update Contact

New Task

Update Task

Update Comment