{"id":2060,"date":"2023-08-21T08:21:55","date_gmt":"2023-08-21T15:21:55","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=2060"},"modified":"2025-12-22T15:44:47","modified_gmt":"2025-12-22T14:44:47","slug":"new-action-in-automated-contact-scripts-create-a-project-from-a-template","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/tips\/new-action-in-automated-contact-scripts-create-a-project-from-a-template\/","title":{"rendered":"New Action in Automated Contact Scripts: Create a Project from a Template"},"content":{"rendered":"
Planfix<\/span><\/a><\/span><\/div>\n\n\n
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“Make everything as simple as possible, but not simpler.” Albert Einstein<\/p><\/blockquote><\/figure>\n\n\n\n

Project templates are specific Planfix objects that simplify and accelerate the workflow within any company. The new feature will be a great advantage for anyone working with clients. We have added an additional action to the contact scripts: “Create a project from a template.” Now, you can automatically create a project with tasks directly from the contact card.<\/p>\n\n\n\n

Consider the marketing agency “Fox.” The agency receives inquiries through various communication channels, such as Mail, Telegram, Facebook, Instagram, and telephony. Elizabeth is responsible for receiving these requests, processing them, and working with the contacts. She used to spend a lot of time creating a project, focusing on actions that are now automated with just the click of\u00a0Planfix buttons<\/a>\u00a0or a contact script.<\/p>\n\n\n\n

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Scripts in Planfix<\/h2>\n\n\n\n

Scripts in Planfix involve automated sequences of operations pertaining to tasks or contacts. These operations are tied to a distinct event and a defined set of conditions. Contact scripts allow to arrange automatic operation sequences for contacts associated with distinct events and conditions. Task scripts<\/a> allow to establish task life cycle stages by adding statuses, and formulate strings of automated actions.<\/p>\n\n\n\n

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Create Project Templates in Contact Scenarios<\/h2>\n\n\n\n

Next, I’ll show you the settings so you can automate task, replicate projects, and simplify your work, just like Elizabeth did.<\/p>\n\n\n\n

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Create Fields<\/h3>\n\n\n\n

Begin by creating a new project template<\/a> with the required task templates:<\/p>\n\n\n

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\"An<\/a><\/figure>\n<\/div>\n\n\n

Project template <\/em><\/p>\n\n\n\n

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Next, create a Contact field with a list of services offered by the agency:<\/p>\n\n\n

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\"An<\/a><\/figure>\n<\/div>\n\n\n

Creating a contact field<\/em><\/p>\n\n\n\n

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Set Up the Button for the Project Template<\/h3>\n\n\n\n

Navigate to “Account management”<\/strong> \u2014 “Contact processes”<\/strong> \u2014 for example, “Standard” <\/strong>\u2014 “Buttons”<\/strong><\/p>\n\n\n

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\"How<\/a><\/figure>\n<\/div>\n\n\n

Buttons in contact process<\/em><\/p>\n\n\n\n

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Create a button with a descriptive name:<\/p>\n\n\n\n