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Planfix Integrations

Do more with Planfix

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Integrate Google Sheets with Planfix

Google Sheets

Google +1Google, Spreadsheets
Integrate Facebook Lead Ads with Planfix

Facebook Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium
Integrate Gmail with Planfix

Gmail

Email +1Email, Google
Integrate Google Contacts with Planfix

Google Contacts

Contact Management +1Contact Management, Google
Integrate Trello with Planfix

Trello

Project Management
Integrate Slack with Planfix

Slack

Team Chat
Integrate Google Calendar with Planfix

Google Calendar

Calendar +1Calendar, Google
Integrate Instagram Lead Ads with Planfix

Instagram Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium
Integrate Todoist with Planfix

Todoist

Task Management
Integrate amoCRM with Planfix

amoCRM

CRM (Customer Relationship Management)
Integrate amoCRM (Legacy) with Planfix

amoCRM (Legacy)

CRM (Customer Relationship Management)
Integrate Google Drive with Planfix

Google Drive

File Management & Storage +1File Management & Storage, Google
Integrate Google Forms with Planfix

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate SQL Server with Planfix

SQL Server

Databases +1Databases, Premium
Integrate GitLab with Planfix

GitLab

Developer Tools
Integrate Evernote with Planfix

Evernote

Notes
Integrate Rocket.Chat with Planfix

Rocket.Chat

Team Chat
Integrate Toggl with Planfix

Toggl

Time Tracking Software
Integrate OneDrive with Planfix

OneDrive

File Management & Storage +1File Management & Storage, Microsoft
Integrate Jira Software Server with Planfix

Jira Software Server

Project Management
Integrate Wrike with Planfix

Wrike

Project Management
Integrate Jira Software Cloud with Planfix

Jira Software Cloud

Project Management
Integrate TimeCamp with Planfix

TimeCamp

Time Tracking Software
Integrate Google Docs with Planfix

Google Docs

Documents +1Documents, Google
Integrate Things with Planfix

Things

Task Management
Integrate Bitbucket with Planfix

Bitbucket

Developer Tools
Integrate Discord with Planfix

Discord

Team Chat
Integrate Instagram with Planfix

Instagram

Facebook +1Facebook, Social Media Accounts
Integrate Google Tasks with Planfix

Google Tasks

Google +1Google, Task Management
Integrate Docparser with Planfix

Docparser

Documents
Integrate MindManager with Planfix

MindManager

Documents
Integrate Pipedrive with Planfix

Pipedrive

CRM (Customer Relationship Management)
Integrate Microsoft To-Do with Planfix

Microsoft To-Do

Microsoft +1Microsoft, Task Management
Integrate Twitter with Planfix

Twitter

Social Media Accounts
Integrate Typeform with Planfix

Typeform

Forms & Surveys
Integrate Asana with Planfix

Asana

Project Management
Integrate WordPress with Planfix

WordPress

Website Builders +1Website Builders, WordPress
Integrate Any.do with Planfix

Any.do

Task Management
Integrate WooCommerce with Planfix

WooCommerce

eCommerce +1eCommerce, WordPress
Integrate GetResponse with Planfix

GetResponse

Email Newsletters +2Email Newsletters, Marketing Automation, Webinars
Integrate Freshdesk with Planfix

Freshdesk

Customer Support
Integrate Google Analytics with Planfix

Google Analytics

Ads & Conversion +1Ads & Conversion, Google
Integrate tawk.to with Planfix

tawk.to

Customer Support
Integrate Chatforma with Planfix

Chatforma

Marketing Automation
Integrate TickTick with Planfix

TickTick

Task Management
Integrate Cloudbeds with Planfix

Cloudbeds

Scheduling & Booking
Integrate Re:plain with Planfix

Re:plain

Customer Support
Integrate JivoChat with Planfix

JivoChat

CRM (Customer Relationship Management)
Integrate Airtable with Planfix

Airtable

Databases
Integrate Facebook Pages with Planfix

Facebook Pages

Facebook +1Facebook, Social Media Accounts
Integrate Dropbox with Planfix

Dropbox

File Management & Storage
Integrate Microsoft Excel with Planfix

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate Xero with Planfix

Xero

Accounting +1Accounting, Premium
Integrate Cognito Forms with Planfix

Cognito Forms

Forms & Surveys
Integrate GitHub with Planfix

GitHub

Developer Tools
Integrate ClickSend SMS with Planfix

ClickSend SMS

Phone & SMS
Integrate Basecamp 3 with Planfix

Basecamp 3

Project Management
Integrate Facebook Messenger with Planfix

Facebook Messenger

Facebook +1Facebook, Social Media Marketing
Integrate MeisterTask with Planfix

MeisterTask

Project Management
Integrate OneNote with Planfix

OneNote

Microsoft +1Microsoft, Notes
Integrate Mailparser with Planfix

Mailparser

Email
Integrate Formstack Documents with Planfix

Formstack Documents

Documents
Integrate Miro with Planfix

Miro

Team Collaboration
Integrate RescueTime with Planfix

RescueTime

Time Tracking Software
Integrate PomoDoneApp with Planfix

PomoDoneApp

Time Tracking Software
Integrate Amazon Seller Central with Planfix

Amazon Seller Central

Amazon +2Amazon, eCommerce, Premium
Integrate Redmine with Planfix

Redmine

Project Management
Integrate Revolut Business with Planfix

Revolut Business

Payment Processing
Integrate Appointy with Planfix

Appointy

Scheduling & Booking
Integrate Targetprocess with Planfix

Targetprocess

Project Management
Integrate Tick with Planfix

Tick

Time Tracking Software
Integrate Mailchimp with Planfix

Mailchimp

Email Newsletters
Integrate Instagram Custom Audiences with Planfix

Instagram Custom Audiences

Ads & Conversion +2Ads & Conversion, Facebook, Premium
Integrate LassoCRM with Planfix

LassoCRM

Beta +1Beta, CRM (Customer Relationship Management)
Integrate HTML/CSS to Image with Planfix

HTML/CSS to Image

Developer Tools
Integrate Wave with Planfix

Wave

Accounting
Integrate FormDesigner with Planfix

FormDesigner

Beta +1Beta, Forms & Surveys
Integrate Unisender with Planfix

Unisender

Email Newsletters
Integrate Ybug with Planfix

Ybug

Beta +1Beta, Developer Tools
Integrate Microsoft Teams with Planfix

Microsoft Teams

Microsoft +1Microsoft, Team Chat
Integrate Teamwork with Planfix

Teamwork

Project Management
Integrate Viral Loops with Planfix

Viral Loops

Beta +1Beta, Marketing Automation

Connect Planfix to 2,000+ Apps

  • Share new tasks in Planfix via Slack messages

    Planfix + Slack

  • Create Planfix tasks from new saved Slack messages

    Slack + Planfix

  • Get Slack direct messages for new Planfix tasks

    Planfix + Slack

  • Get new daily digests of Planfix tasks delivered to Slack

    Planfix + Digest by Zapier + Slack

  • Send new Slack messages to Planfix as tasks

    Slack + Planfix

Planfix Integration Details

The following Planfix Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

InstantNew Contact

Trigger when a new contact is created

InstantNew Task

Trigger when a new task is created

InstantDelete Comment

Trigger when a comment is deleted

InstantDelete Contact

Trigger when a contact is deleted

InstantDelete Task

Trigger when a task is deleted

InstantUpdate Field

Trigger when a field is updated

InstantNew Comment

Trigger when a comment is created

InstantUpdate Comment

Trigger when a comment is updated

InstantUpdate Contact

Trigger when a contact is updated

InstantUpdate Task

Trigger when a task is updated

Actions

New Comment

Creates a new comment.

New Task

Creates a new task

Update Contact

Update contact

Delete Contact

Delete a contact

Update Task

Update a task

New Contact

Creates a new contact.

Update Comment

Update a comment

Delete Comment

Delete a comment

Delete Task

Delete a task

Searches

Find a Contact

Search for contact

Find a Task

Search for task

Connect Planfix to 2,000+ Apps