About Planfix

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

Planfix operations on Zapier

Triggers (10)

Start a workflow when this happens

Delete Comment — Trigger when a comment is deleted
Delete Contact — Trigger when a contact is deleted
Delete Task — Trigger when a task is deleted
New Comment — Trigger when a comment is created
New Contact — Trigger when a new contact is created

Show 5 more triggers

New Task — Trigger when a new task is created
Update Comment — Trigger when a comment is updated
Update Contact — Trigger when a contact is updated
Update Field — Trigger when a field is updated
Update Task — Trigger when a task is updated

Actions (9)

Things Salesflare can make it do

Delete Comment — Delete a comment
Delete Contact — Delete a contact
Delete Task — Delete a task
New Comment — Creates a new comment.
New Contact — Creates a new contact.

Show 4 more actions

New Task — Creates a new task
Update Comment — Update a comment
Update Contact — Update contact
Update Task — Update a task

Searches (2)

Look up existing records

Find a Contact — Search for contact
Find a Task — Search for task

Planfix operations on Make

Triggers (1)

Start a workflow when this happens

Watch Actions — Triggers when the event which you choose in the Planfix scenario is occurs.

Actions (19)

Things Salesflare can make it do

Add a File — Adds a new file.
Create a Contact — Creates a new contact.
Create a Record — Creates a new record.
Create a Task — Creates a new task.
Create an Action — Creates a new action.

Show 14 more actions

Delete a Contact — Deletes an existing contact.
Delete a File — Deletes an existing file.
Delete an Action — Deletes an existing action.
Download a File — Downloads an existing file.
Get a Contact — Retrieves an existing contact.
Get a File — Retrieves an existing file.
Get a Record — Retrieves an existing record.
Get a Task — Retrieves an existing task.
Get an Action — Retrieves an existing action.
Make an API Call — Performs an arbitrary authorized API call.
Update a Contact — Updates an existing contact.
Update a Record — Updates an existing record.
Update a Task — Updates an existing task.
Update an Action — Updates an existing action.

Searches (6)

Look up existing records

List File History — Lists file history.
Search Actions — Searches for actions or lists them all.
Search Contacts — Searches for contacts or lists them all.
Search Handbooks — Searches for handbooks or lists them all.
Search Records — Searches for records or lists them all.

Show 1 more searches

Search Tasks — Searches for tasks or lists them all.

Planfix and Salesflare

How to connect Planfix

What you can automate