Planfix Integrations

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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 Slack with Planfix

Slack

Team Chat
Integrate Trello with Planfix

Trello

Project Management
Integrate Gmail with Planfix

Gmail

Email +1Email, Google
Integrate Google Contacts with Planfix

Google Contacts

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

Todoist

Task Management
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 amoCRM with Planfix

amoCRM

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

amoCRM (Legacy)

CRM (Customer Relationship Management)
Integrate Google Forms with Planfix

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate Google Drive with Planfix

Google Drive

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

GitLab

Developer Tools
Integrate SQL Server with Planfix

SQL Server

Databases +1Databases, Premium
Integrate WordPress with Planfix

WordPress

Website Builders +1Website Builders, WordPress
Integrate Toggl with Planfix

Toggl

Time Tracking Software
Integrate Wrike with Planfix

Wrike

Project Management
Integrate Jira Software Server with Planfix

Jira Software Server

Project Management
Integrate TickTick with Planfix

TickTick

Task Management
Integrate Jira Software Cloud with Planfix

Jira Software Cloud

Project Management
Integrate OneDrive with Planfix

OneDrive

File Management & Storage +1File Management & Storage, Microsoft
Integrate TimeCamp with Planfix

TimeCamp

Time Tracking Software
Integrate Typeform with Planfix

Typeform

Forms & Surveys
Integrate Google Docs with Planfix

Google Docs

Documents +1Documents, Google
Integrate Things with Planfix

Things

Task Management
Integrate JivoChat with Planfix

JivoChat

CRM (Customer Relationship Management)
Integrate Carrot quest with Planfix

Carrot quest

Beta +1Beta, Marketing Automation
Integrate TestDome with Planfix

TestDome

Beta +1Beta, HR Talent & Recruitment
Integrate Bitbucket with Planfix

Bitbucket

Developer Tools
Integrate Discord with Planfix

Discord

Team Chat
Integrate Asana with Planfix

Asana

Project Management
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 Dropbox with Planfix

Dropbox

File Management & Storage
Integrate WooCommerce with Planfix

WooCommerce

eCommerce +1eCommerce, WordPress
Integrate GetResponse with Planfix

GetResponse

Marketing +1Marketing, Marketing Automation
Integrate Freshdesk with Planfix

Freshdesk

Customer Support
Integrate tawk.to with Planfix

tawk.to

Customer Support
Integrate Chatforma with Planfix

Chatforma

Marketing Automation
Integrate Wave with Planfix

Wave

Accounting
Integrate Cloudbeds with Planfix

Cloudbeds

Scheduling & Booking
Integrate Facebook Pages with Planfix

Facebook Pages

Facebook +1Facebook, Social Media Accounts
Integrate Microsoft Excel with Planfix

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate QuickBooks Online with Planfix

QuickBooks Online

Accounting +1Accounting, Premium
Integrate LinkedIn with Planfix

LinkedIn

Microsoft +1Microsoft, Social Media Accounts
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 Google Analytics with Planfix

Google Analytics

Ads & Conversion +1Ads & Conversion, Google
Integrate OneNote with Planfix

OneNote

Microsoft +1Microsoft, Notes
Integrate Mailparser with Planfix

Mailparser

Email
Integrate Facebook Messenger with Planfix

Facebook Messenger

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

Miro

Team Collaboration
Integrate Formstack Documents with Planfix

Formstack Documents

Documents
Integrate RescueTime with Planfix

RescueTime

Time Tracking Software
Integrate PomoDoneApp with Planfix

PomoDoneApp

Time Tracking Software
Integrate MeisterTask with Planfix

MeisterTask

Project Management
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 Checkvist with Planfix

Checkvist

Task Management
Integrate Drupal with Planfix

Drupal

Website Builders
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 Airtable with Planfix

Airtable

Databases
Integrate Re:plain with Planfix

Re:plain

Customer Support
Integrate Setmore Appointments with Planfix

Setmore Appointments

Scheduling & Booking
Integrate Instagram with Planfix

Instagram

Facebook +1Facebook, Social Media Accounts
Integrate LinkedIn Lead Gen Forms with Planfix

LinkedIn Lead Gen Forms

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

LassoCRM

Beta +1Beta, CRM (Customer Relationship Management)
Integrate Teamwork with Planfix

Teamwork

Project Management
Integrate Viral Loops with Planfix

Viral Loops

Beta +1Beta, Marketing Automation
Integrate FormDesigner with Planfix

FormDesigner

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

Ybug

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

Microsoft Teams

Microsoft +1Microsoft, Team Chat
Integrate Unisender with Planfix

Unisender

Email Newsletters
Integrate HTML/CSS to Image with Planfix

HTML/CSS to Image

Developer Tools

Connect Planfix to 3,000+ Apps

  • Planfix logoSlack logo

    Share new tasks in Planfix via Slack messages

    Planfix + Slack

  • Slack logoPlanfix logo

    Create Planfix tasks from new saved Slack messages

    Slack + Planfix

  • Planfix logoSlack logo

    Get Slack direct messages for new Planfix tasks

    Planfix + Slack

  • Planfix logoDigest by Zapier logoSlack logo

    Get new daily digests of Planfix tasks delivered to Slack

    Planfix + Digest by Zapier + Slack

  • Slack logoPlanfix logo

    Send new Slack messages to Planfix as tasks

    Slack + Planfix

  • Trello logoPlanfix logo

    Create Planfix tasks from new Trello cards

    Trello + Planfix

Planfix Integration Details

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

Triggers

Actions

  • New Comment

    Creates a new comment.

  • New Contact

    Creates a new contact.

  • New Task

    Creates a new task

  • Update Comment

    Update a comment

  • Update Contact

    Update contact

  • Delete Comment

    Delete a comment

  • Delete Contact

    Delete a contact

  • Delete Task

    Delete a task

  • Update Task

    Update a task

Searches

  • Find a Contact

    Search for contact

  • Find a Task

    Search for task

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