Planfix Integrations
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Planfix Integration Details
Launched on Zapier:
The following Planfix Triggers, Searches, and Actions are supported by Zapier:
Triggers
Trigger when a new contact is created
Trigger when a new task is created
Trigger when a comment is deleted
Trigger when a contact is deleted
Trigger when a task is deleted
Trigger when a field is updated
Trigger when a comment is created
Trigger when a comment is updated
Trigger when a contact is updated
Trigger when a task is updated
Actions
Creates a new comment.
Creates a new task
Update contact
Delete a contact
Update a task
Creates a new contact.
Update a comment
Delete a comment
Delete a task
Searches
Search for contact
Search for task
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