Planfix Integrations

Name: Zapier
Availability: InStock

Put Planfix to work with AI and enterprise-grade automation

Automate smarter with Planfix and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Todoist

Task Management

Slack

Team Chat

Google Forms

Forms & Surveys, Google

Gmail

Email, Google

Google Forms (Legacy)

Forms & Surveys, Google

Notion

Task Management

Jira Software Cloud

Project Management

Firebase / Firestore

Databases

Google Ads

Ads & Conversion, Google

Todoist

Task Management

Slack

Team Chat

Google Forms

Forms & Surveys, Google

Gmail

Email, Google

Google Forms (Legacy)

Forms & Surveys, Google

Notion

Task Management

Todoist

Task Management

Slack

Team Chat

Google Forms

Forms & Surveys, Google

Gmail

Email, Google

Google Forms (Legacy)

Forms & Surveys, Google

Notion

Task Management

Jira Software Cloud

Project Management

Firebase / Firestore

Databases

Google Ads

Ads & Conversion, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Planfix tasks from new Google Forms responses
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Google Forms + Planfix
Create Google Sheets spreadsheet rows from new Planfix tasks
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Planfix + Google Sheets
Create tasks in Planfix from new Google Sheets rows
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Google Sheets + Planfix
Share new tasks in Planfix via Slack messages
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Planfix + Slack
Create Planfix tasks from new saved Slack messages
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Slack + Planfix
Get Slack direct messages for new Planfix tasks
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Planfix + Slack

Create Planfix tasks from new Google Forms responses

Details

Try it

Google Forms + Planfix

Create Google Sheets spreadsheet rows from new Planfix tasks

Details

Try it

Planfix + Google Sheets

Create tasks in Planfix from new Google Sheets rows

Details

Try it

Google Sheets + Planfix

Share new tasks in Planfix via Slack messages

Details

Try it

Planfix + Slack

Create Planfix tasks from new saved Slack messages

Details

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Slack + Planfix

Get Slack direct messages for new Planfix tasks

Details

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Planfix + Slack

Send new Slack messages to Planfix as tasks

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Slack + Planfix

Create Planfix tasks from new Trello cards

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Trello + Planfix

Send Gmail emails for new Planfix contacts

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Planfix + Gmail

Send new Planfix comments as channel messages in Discord

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Planfix + Discord

Create new Microsoft To Do tasks from Planfix's new tasks

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Planfix + Microsoft To Do

Send channel messages in Slack for new comments in Planfix

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Planfix + Slack

Send new Slack messages to Planfix as tasks
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Slack + Planfix
Create Planfix tasks from new Trello cards
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Trello + Planfix
Send Gmail emails for new Planfix contacts
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Planfix + Gmail
Send new Planfix comments as channel messages in Discord
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Planfix + Discord
Create new Microsoft To Do tasks from Planfix's new tasks
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Planfix + Microsoft To Do
Send channel messages in Slack for new comments in Planfix
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Planfix + Slack

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Comment
Trigger when a comment is created
Trigger
Instant
Try It
Update Comment
Trigger when a comment is updated
Trigger
Instant
Try It
Delete Contact
Trigger when a contact is deleted
Trigger
Instant
Try It
- Type
  Required
- Field
  Required
Trigger
Instant
Try It
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

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

Planfix Help & Support

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About Planfix

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Planfix Integrations

Put Planfix to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Planfix tasks from new Google Forms responses

Create Google Sheets spreadsheet rows from new Planfix tasks

Create tasks in Planfix from new Google Sheets rows

Share new tasks in Planfix via Slack messages

Create Planfix tasks from new saved Slack messages

Get Slack direct messages for new Planfix tasks

Create Planfix tasks from new Google Forms responses

Create Google Sheets spreadsheet rows from new Planfix tasks

Create tasks in Planfix from new Google Sheets rows

Share new tasks in Planfix via Slack messages

Create Planfix tasks from new saved Slack messages

Get Slack direct messages for new Planfix tasks

Send new Slack messages to Planfix as tasks

Create Planfix tasks from new Trello cards

Send Gmail emails for new Planfix contacts

Send new Planfix comments as channel messages in Discord

Create new Microsoft To Do tasks from Planfix's new tasks

Send channel messages in Slack for new comments in Planfix

Send new Slack messages to Planfix as tasks

Create Planfix tasks from new Trello cards

Send Gmail emails for new Planfix contacts

Send new Planfix comments as channel messages in Discord

Create new Microsoft To Do tasks from Planfix's new tasks

Send channel messages in Slack for new comments in Planfix

Supported triggers and actions