Planfix and Salesflare
How to connect Planfix
- Via Zapier — 21 operations available. Set it up ↗
- Via Make — 26 modules available. Set it up ↗
What you can automate
- When new Comment in Planfix, create internal note in Salesflare.
- When new Contact in Planfix, find or create contact in Salesflare.
- When new Task in Planfix, create task in Salesflare.
- When new Task in Salesflare, new Task in Planfix.
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.
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