Planfix + Zapier Chrome extension

Planfix + Zapier Chrome extension integrations

Create new Planfix tasks from new pushes in Zapier Chrome extension

Manage your tasks more efficiently with this seamless connection between the Zapier Chrome Extension and Planfix. Each time a new push is detected in your Chrome extension, a new task will be created swiftly in Planfix. This way, you can ensure that no important work is forgotten, maximizing your productivity and streamlining your task management process.

When this happens...
New PushWhen you trigger this Zap from the Zapier Chrome extension, by default it will include the website’s title, URL, timestamp, and who triggered the Zap. You can add additional Input Fields if you’d like to include more information.
TriggerInstant
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New TaskTrigger when a new task is created
ActionWrite

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More things you can do with Zapier Chrome extension and Planfix

Discover other triggers and actions you can use with Zapier Chrome extension and Planfix

- Instructions
- Input Fields (Optional)
Trigger
Instant
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New Comment
Trigger when a comment is created
Trigger
Instant
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Update Comment
Trigger when a comment is updated
Trigger
Instant
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Delete Contact
Trigger when a contact is deleted
Trigger
Instant
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- Type
  Required
- Field
  Required
Trigger
Instant
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Delete Task
Trigger when a task is deleted
Trigger
Instant
Try It
- Task No.
  Required
- Text
  Required
- Notify users
- Attachments
Action
Write

- Template
  Required
- First name
- Middle name
- Last name
- Additional information
- Position
- Address
- Website
- Email
- Skype
- ICQ
- Contact group
- Is a company
- Show in list for choosing task participants
- Show in list for choosing task counterparty
- Date of birth
Action
Write
- Comment Id
  Required
Action
Write
- Task No.
  Required
Action
Write
- Template
- Task No
  Required
- Task name
  Required
- Description
- Project
- Start date
- Due date
- Assigner
- Assignee
- Participants
Action
Write
- Task title
Action
Search

- Message Title
  Required
- Message Details
  Required
Action
Write
Delete Comment
Trigger when a comment is deleted
Trigger
Instant
Try It
New Contact
Trigger when a new contact is created
Trigger
Instant
Try It
Update Contact
Trigger when a contact is updated
Trigger
Instant
Try It
New Task
Trigger when a new task is created
Trigger
Instant
Try It
Update Task
Trigger when a task is updated
Trigger
Instant
Try It
- ActionId
  Required
- Text
  Required
Action
Write
- Template
- Contact No.
  Required
- First name
- Middle name
- Last name
- Additional information
- Position
- Address
- Website
- Email
- Skype
- ICQ
- Contact group
- Is a company
- Show in list for choosing task participants
- Show in list for choosing task counterparty
- Date of birth
Action
Write
- Contact No.
  Required
Action
Write
- Template
  Required
- Task name
  Required
- Description
- Project
- Start date
- Due date
- Assigner
- Assignee
- Participants
- Files
Action
Write
- Contact name
Action
Search

About Planfix

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

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Related categories

CRM (Customer Relationship Management)

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About Zapier Chrome extension

Run workflows right from your browser. Include the URL & Title of the current page or add fields to include any other data you want to use in your Zap.

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Related categories

Notifications

Productivity

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