How to connect Planfix + Revolut Business
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- New CommentTrigger when a comment is createdTrigger
- Delete CommentTrigger when a comment is deletedTrigger
- Update CommentTrigger when a comment is updatedTrigger
- New ContactTrigger when a new contact is createdTrigger
- Delete ContactTrigger when a contact is deletedTrigger
- Update ContactTrigger when a contact is updatedTrigger
- Update FieldTrigger when a field is updatedTrigger
- New TaskTrigger when a new task is createdTrigger
- Planfix
Trigger when a task is deleted
Instant
Trigger
- Planfix
Trigger when a task is updated
Instant
Trigger
- Planfix
Creates a new comment.
Scheduled
Action
- Planfix
Update a comment
Scheduled
Action
- Planfix
Creates a new contact.
Scheduled
Action
- Planfix
Update contact
Scheduled
Action
- Planfix
Delete a comment
Scheduled
Action
- Planfix
Delete a contact
Scheduled
Action
- Planfix
Delete a task
Scheduled
Action
- Planfix
Creates a new task
Scheduled
Action
- Planfix
Update a task
Scheduled
Action
- Planfix
Search for contact
Scheduled
Action
- Planfix
Search for task
Scheduled
Action
- Revolut Business
Triggers when you exchange, send or receive money.
Scheduled
Trigger
- Revolut Business
Finds an account.
Scheduled
Action
How Planfix + Revolut Business Integrations Work
- Step 1: Authenticate Planfix and Revolut Business.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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