Jotform + Planfix

Jotform + Planfix integrations

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 SubmissionTriggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
New TaskTrigger when a new task is created
ActionWrite

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More things you can do with Jotform and Planfix

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

- Form
  Required
Trigger
Instant
Try It
- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  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
- 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

- Document
  Required
Trigger
Polling
Try It
- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- 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

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.

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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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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