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Planfix Integrations
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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