Loading

Planfix Integrations

CRM (Customer Relationship Management)

Do more with Planfix

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 Planfix to 4000+ apps
Planfix logo
Planfix logo
Or pick an app to pair witharrow pointing down
Integrate Google Sheets with Planfix

Google Sheets

Google, Spreadsheets
Integrate Slack with Planfix

Slack

Team Chat
Integrate Trello with Planfix

Trello

Project Management
Integrate Gmail with Planfix

Gmail

Email, Google
Integrate Google Contacts with Planfix

Google Contacts

Contact Management, Google
Integrate Todoist with Planfix

Todoist

Task Management
Integrate Google Calendar with Planfix

Google Calendar

Calendar, Google
Integrate Instagram Lead Ads with Planfix

Instagram Lead Ads

Ads & Conversion, Facebook, Premium
Integrate Google Forms with Planfix

Google Forms

Forms & Surveys, Google
Integrate Asana with Planfix

Asana

Project Management
Integrate amoCRM (Legacy) with Planfix

amoCRM (Legacy)

CRM (Customer Relationship Management)
Integrate Firebase / Firestore with Planfix

Firebase / Firestore

Databases
Integrate Google Drive with Planfix

Google Drive

File Management & Storage, Google
Integrate Jira Software Cloud with Planfix

Jira Software Cloud

Project Management
Integrate GitLab with Planfix

GitLab

Developer Tools
Integrate SQL Server with Planfix

SQL Server

Databases, Premium
Integrate Rocket.Chat with Planfix

Rocket.Chat

Team Chat
Integrate Microsoft To Do with Planfix

Microsoft To Do

Microsoft, Task Management

Zoom

Video Conferencing
Integrate Any.do with Planfix

Any.do

Task Management
Integrate Bitbucket with Planfix

Bitbucket

Developer Tools
Integrate WordPress with Planfix

WordPress

Website Builders, WordPress
Integrate Evernote with Planfix

Evernote

Notes
Integrate Toggl with Planfix

Toggl

Time Tracking Software
Integrate TickTick with Planfix

TickTick

Task Management
Integrate TestDome with Planfix

TestDome

Beta, HR Talent & Recruitment
Integrate Google Docs with Planfix

Google Docs

Documents, Google
Integrate OneDrive with Planfix

OneDrive

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

Jira Software Server

Project Management
Integrate Wrike with Planfix

Wrike

Project Management
Integrate TimeCamp with Planfix

TimeCamp

Time Tracking Software
Integrate JivoChat with Planfix

JivoChat

CRM (Customer Relationship Management)
Integrate HelpCrunch with Planfix

HelpCrunch

Beta, Customer Support
Integrate Facebook Lead Ads with Planfix

Facebook Lead Ads

Ads & Conversion, Facebook, Premium
Integrate Airtable with Planfix

Airtable

Databases
Integrate amoCRM with Planfix

amoCRM

CRM (Customer Relationship Management)
Integrate Carrot quest with Planfix

Carrot quest

Beta, Marketing Automation
Integrate Typeform with Planfix

Typeform

Forms & Surveys
Integrate Pipedrive with Planfix

Pipedrive

CRM (Customer Relationship Management)
Integrate Google Tasks with Planfix

Google Tasks

Google, Task Management
Integrate Microsoft Teams with Planfix

Microsoft Teams

Microsoft, Team Chat
Integrate Things with Planfix

Things

Task Management
Integrate tawk.to with Planfix

tawk.to

Customer Support
Integrate Miro with Planfix

Miro

Team Collaboration
Integrate Azure DevOps with Planfix

Azure DevOps

Developer Tools, Microsoft
Integrate Docparser with Planfix

Docparser

Documents
Integrate Redmine with Planfix

Redmine

Project Management
Integrate MindManager with Planfix

MindManager

Documents
Integrate Checkvist with Planfix

Checkvist

Task Management
Integrate Twitter with Planfix

Twitter

Social Media Accounts
Integrate HubSpot with Planfix

HubSpot

Marketing Automation
Integrate Calendly with Planfix

Calendly

Scheduling & Booking
Integrate WooCommerce with Planfix

WooCommerce

eCommerce, WordPress
Integrate Twilio with Planfix

Twilio

Phone & SMS
Integrate Wave with Planfix

Wave

Accounting
Integrate Instagram for Business with Planfix

Instagram for Business

Facebook, Social Media Accounts
Integrate Freshdesk with Planfix

Freshdesk

Customer Support
Integrate Basecamp 3 with Planfix

Basecamp 3

Project Management
Integrate GetResponse with Planfix

GetResponse

Marketing Automation
Integrate SendPulse with Planfix

SendPulse

Email Newsletters
Integrate Cloudbeds with Planfix

Cloudbeds

Scheduling & Booking
Integrate Chatforma with Planfix

Chatforma

Marketing Automation
Integrate Re:plain with Planfix

Re:plain

Customer Support
Integrate Finolog with Planfix

Finolog

Accounting, Beta
Integrate Mailchimp with Planfix

Mailchimp

Email Newsletters
Integrate Discord with Planfix

Discord

Team Chat
Integrate Facebook Pages with Planfix

Facebook Pages

Facebook, Social Media Accounts
Integrate Instagram with Planfix

Instagram

Facebook, Social Media Accounts
Integrate JotForm with Planfix

JotForm

Forms & Surveys
Integrate Dropbox with Planfix

Dropbox

File Management & Storage
Integrate ClickUp with Planfix

ClickUp

Project Management
Integrate Microsoft Excel with Planfix

Microsoft Excel

Microsoft, Spreadsheets
Integrate QuickBooks Online with Planfix

QuickBooks Online

Accounting, Premium
Integrate Zoho CRM with Planfix

Zoho CRM

CRM (Customer Relationship Management), Premium, Zoho
Integrate Zendesk with Planfix

Zendesk

Customer Support, Premium
Integrate LinkedIn with Planfix

LinkedIn

Microsoft, Social Media Accounts
Integrate Xero with Planfix

Xero

Accounting, Premium
Integrate LinkedIn Lead Gen Forms with Planfix

LinkedIn Lead Gen Forms

Ads & Conversion, Microsoft, 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 Google Analytics with Planfix

Google Analytics

Ads & Conversion, Google
Integrate Mailparser with Planfix

Mailparser

Email
Integrate Clockify with Planfix

Clockify

Time Tracking Software
Integrate MeisterTask with Planfix

MeisterTask

Project Management
Integrate Facebook Messenger with Planfix

Facebook Messenger

Facebook, Social Media Marketing
Integrate OneNote with Planfix

OneNote

Microsoft, Notes
Integrate Formstack Documents with Planfix

Formstack Documents

Documents
Integrate Teamwork with Planfix

Teamwork

Project Management
Integrate Zoho Mail with Planfix

Zoho Mail

Email, Zoho
Integrate Jira Service Desk with Planfix

Jira Service Desk

Customer Support
Integrate RescueTime with Planfix

RescueTime

Time Tracking Software
Integrate Amazon Seller Central with Planfix

Amazon Seller Central

Amazon, eCommerce, Premium
Integrate PomoDoneApp with Planfix

PomoDoneApp

Time Tracking Software
Integrate Setmore Appointments with Planfix

Setmore Appointments

Scheduling & Booking
Integrate Mattermost with Planfix

Mattermost

Team Chat
Integrate Revolut Business with Planfix

Revolut Business

Payment Processing
Integrate Notion with Planfix

Notion

Beta, Task Management
Integrate HTML/CSS to Image with Planfix

HTML/CSS to Image

Developer Tools
Integrate Viral Loops with Planfix

Viral Loops

Marketing Automation
Integrate Appointy with Planfix

Appointy

Scheduling & Booking
Integrate Targetprocess with Planfix

Targetprocess

Project Management
Integrate Unisender with Planfix

Unisender

Email Newsletters
Integrate Drupal with Planfix

Drupal

Website Builders
Integrate Tick with Planfix

Tick

Time Tracking Software
Integrate Instagram Custom Audiences with Planfix

Instagram Custom Audiences

Ads & Conversion, Facebook, Premium
Integrate Time Doctor with Planfix

Time Doctor

Time Tracking Software
Integrate Ybug with Planfix

Ybug

Beta, Developer Tools
Integrate FormDesigner with Planfix

FormDesigner

Beta, Forms & Surveys
Integrate LassoCRM with Planfix

LassoCRM

Beta, CRM (Customer Relationship Management)

Popular ways to use Planfix workflows

  • Share new tasks in Planfix via Slack messages

    • Planfix logo
    • Slack logo
    Planfix + Slack
    More details
    1. When this happens

      Step 1: New Task

    2. Then do this

      Step 2: Send Channel Message

    Share new tasks in Planfix via Slack messages

    Share new tasks in Planfix via Slack messages
    • Planfix logo
    • Slack logo
    Planfix + Slack
  • Create Planfix tasks from new saved Slack messages

    • Slack logo
    • Planfix logo
    Slack + Planfix
    More details
    1. When this happens

      Step 1: New Saved Message

    2. Then do this

      Step 2: New Task

  • Get Slack direct messages for new Planfix tasks

    • Planfix logo
    • Slack logo
    Planfix + Slack
    More details
    1. When this happens

      Step 1: New Task

    2. Then do this

      Step 2: Send Direct Message

  • Get new daily digests of Planfix tasks delivered to Slack

    • Planfix logo
    • Digest by Zapier logo
    • Slack logo
    Planfix + Digest by Zapier + Slack
    More details
    1. When this happens

      Step 1: New Task

    2. Then do this

      Step 2: Append Entry and Schedule Digest

    3. Then do this

      Step 3: Send Direct Message

  • Send new Slack messages to Planfix as tasks

    • Slack logo
    • Planfix logo
    Slack + Planfix
    More details
    1. When this happens

      Step 1: New Message Posted to Channel

    2. Then do this

      Step 2: New Task

Supported triggers and actions

What does this mean?
planfix logo
planfix logo
planfix logo

About Planfix

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

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.

Google LogoSign up with Google
Or
By signing up, you agree to Zapier’s
Terms of Service