Planfix Integrations

CRM (Customer Relationship Management)

Do more with Planfix integrations

Zapier lets you connect Planfix with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Connect to 4000+ apps

Connect Planfix to 4000+ apps

Or pick an app to pair with arrow pointing down

Google Sheets

Google, Spreadsheets

Webhooks by Zapier

Developer Tools, Zapier

Slack

Team Chat

Facebook Lead Ads

Ads & Conversion

Filter by Zapier

Developer Tools, Zapier

Trello

Project Management

Gmail

Email, Google

Google Contacts

Contact Management, Google

Todoist

Task Management

Google Sheets

Google, Spreadsheets

Webhooks by Zapier

Developer Tools, Zapier

Slack

Team Chat

Facebook Lead Ads

Ads & Conversion

Filter by Zapier

Developer Tools, Zapier

Trello

Project Management

Google Sheets

Google, Spreadsheets

Webhooks by Zapier

Developer Tools, Zapier

Slack

Team Chat

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

Sign up with Google

Or

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy

Sign up with Google

Or

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy

Popular ways to use Planfix workflows

Share new tasks in Planfix via Slack messages
Try it
Planfix + Slack
More details
When this happens
Step 1: New Task
Then do this
Step 2: Send Channel Message
See Zap details Try it
Share new tasks in Planfix via Slack messages
Share new tasks in Planfix via Slack messages
Planfix + Slack
Create Planfix tasks from new saved Slack messages
Try it
Slack + Planfix
More details
When this happens
Step 1: New Saved Message
Then do this
Step 2: New Task
See Zap details Try it
Create Planfix tasks from new saved Slack messages
Create Planfix tasks from new saved Slack messages
Slack + Planfix
Get Slack direct messages for new Planfix tasks
Try it
Planfix + Slack
More details
When this happens
Step 1: New Task
Then do this
Step 2: Send Direct Message
See Zap details Try it
Get Slack direct messages for new Planfix tasks
Get Slack direct messages for new Planfix tasks
Planfix + Slack
Get new daily digests of Planfix tasks delivered to Slack
Try it
Planfix + Digest by Zapier + Slack
More details
When this happens
Step 1: New Task
Then do this
Step 2: Append Entry and Schedule Digest
Then do this
Step 3: Send Direct Message
See Zap details Try it
Get new daily digests of Planfix tasks delivered to Slack
Get new daily digests of Planfix tasks delivered to Slack
Planfix + Digest by Zapier + Slack
Send new Slack messages to Planfix as tasks
Try it
Slack + Planfix
More details
When this happens
Step 1: New Message Posted to Channel
Then do this
Step 2: New Task
See Zap details Try it
Send new Slack messages to Planfix as tasks
Send new Slack messages to Planfix as tasks
Slack + Planfix
Create Planfix tasks from new Trello cards
Try it
Trello + Planfix
More details
When this happens
Step 1: New Card
Then do this
Step 2: New Task
See Zap details Try it
Create Planfix tasks from new Trello cards
Create Planfix tasks from new Trello cards
Trello + Planfix
Create Trello cards from new Planfix tasks
Try it
Planfix + Trello
More details
When this happens
Step 1: New Task
Then do this
Step 2: Create Card
See Zap details Try it
Create Trello cards from new Planfix tasks
Create Trello cards from new Planfix tasks
Planfix + Trello
Create tasks in Planfix from new Google Sheets rows
Try it
Google Sheets + Planfix
More details
When this happens
Step 1: New Spreadsheet Row
Then do this
Step 2: New Task
See Zap details Try it
Create tasks in Planfix from new Google Sheets rows
Create tasks in Planfix from new Google Sheets rows
Google Sheets + Planfix

Supported triggers and actions

What does this mean?

New Comment
Trigger when a comment is created
Trigger
Instant
Delete Comment
Trigger when a comment is deleted
Trigger
Instant
Update Comment
Trigger when a comment is updated
Trigger
Instant
New Contact
Trigger when a new contact is created
Trigger
Instant
Delete Contact
Trigger when a contact is deleted
Trigger
Instant
Update Contact
Trigger when a contact is updated
Trigger
Instant
Update Field
Trigger when a field is updated
Trigger
Instant
New Task
Trigger when a new task is created
Trigger
Instant
Planfix
Trigger when a task is deleted
Instant
Trigger
Planfix
Trigger when a task is updated
Instant
Trigger
Planfix
Creates a new comment.
Scheduled
Action
Planfix
Update a comment
Scheduled
Action
Planfix
Creates a new contact.
Scheduled
Action
Planfix
Update contact
Scheduled
Action
Planfix
Delete a comment
Scheduled
Action
Planfix
Delete a contact
Scheduled
Action
Planfix
Delete a task
Scheduled
Action
Planfix
Creates a new task
Scheduled
Action
Planfix
Update a task
Scheduled
Action
Planfix
Search for contact
Scheduled
Action
Planfix
Search for task
Scheduled
Action

About Planfix

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

Related categories

CRM (Customer Relationship Management)

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Sign up with Google

Or

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy

Popular Planfix Integrations