{"id":8862,"date":"2025-12-03T12:12:31","date_gmt":"2025-12-03T11:12:31","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=8862"},"modified":"2025-12-03T12:19:03","modified_gmt":"2025-12-03T11:19:03","slug":"whats-new-in-planfix-november-2025","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/news\/whats-new-in-planfix-november-2025\/","title":{"rendered":"What\u2019s New in Planfix: November 2025"},"content":{"rendered":"<div class=\"breadcrumbs \" typeof=\"BreadcrumbList\" vocab=\"https:\/\/schema.org\/\"><span property=\"itemListElement\" typeof=\"ListItem\"><a property=\"item\" typeof=\"WebPage\" title=\"Go to Planfix.\" href=\"https:\/\/planfix.com\/blog\/\" class=\"home\" aria-current=\"page\"><span property=\"name\">Planfix<\/span><\/a><meta property=\"position\" content=\"1\"><\/span><\/div>\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/NT\/bRRWMa.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<div class=\"wp-block-aioseo-table-of-contents\"><ul><li><a href=\"#aioseo-cleaner-events-for-smoother-integrations\">Cleaner Events for Smoother Integrations<\/a><\/li><li><a href=\"#aioseo-no-more-who-is-this-in-client-chats\">No More &#x201C;Who is This?&#x201D; in Client Chats<\/a><\/li><li><a href=\"#aioseo-customer-feedback-from-facebook-messenger-now-in-planfix\">Customer Feedback from Facebook Messenger Now in Planfix<\/a><\/li><li><a href=\"#aioseo-new-video\">New Video:<\/a><ul><li><a href=\"#aioseo-password-manager-in-planfix\">Password Manager in Planfix<\/a><\/li><li><a href=\"#aioseo-navigating-inside-a-task\">Navigating Inside a Task<\/a><\/li><\/ul><\/li><\/ul><\/div>\n\n\n\n<p>November\u2019s Planfix update is here, and we&#8217;re excited to show you new features that will make your life easier and increase productivity.<br>Keep reading for more &#8211; there&#8217;s definitely something for you.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-cleaner-events-for-smoother-integrations\">Cleaner Events for Smoother Integrations<\/h2>\n\n\n\n<p>We\u2019ve \u0441leaned up the script events and added dedicated events for <a href=\"https:\/\/planfix.com\/integrations\/\" target=\"_blank\" rel=\"noopener\" title=\"\">integrations<\/a>.<\/p>\n\n\n\n<p><strong>What\u2019s new?<\/strong><br><br>1\ufe0f\u20e3 Event Grouping<br>No more endless scroll, events are now neatly organized into blocks. Finding the right event just got way faster.<\/p>\n\n\n\n<p>2\ufe0f\u20e3 New \u201cIntegrations\u201d Group<br>Before, to launch a script from a social network or messenger event, you had to add conditions inside the script itself. Now, these have their own separate events.<\/p>\n\n\n\n<p>New integration triggers (visible if the integration is enabled):<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Instagram \u2014 new Direct message from customer<\/li>\n\n\n\n<li>Instagram \u2014 new customer comment on post<\/li>\n\n\n\n<li>Facebook \u2014 new Messenger message from customer<\/li>\n\n\n\n<li>Facebook \u2014 new customer comment on post (condition example: \u201cPost link contains\u2026\u201d)<\/li>\n\n\n\n<li>WhatsApp \u2014 new customer message<\/li>\n\n\n\n<li>Telegram \u2014 new customer message in chat<\/li>\n\n\n\n<li>Telegram \u2014 new customer message in group (you can specify \u201cGroup name contains\u2026\u201d)<\/li>\n\n\n\n<li>API for chats \u2014 new customer message (condition example: \u201cProviderId contains\u2026\u201d)<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/UD\/eOqr1K.jpg\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-no-more-who-is-this-in-client-chats\">No More \u201cWho is This?\u201d in Client Chats<\/h2>\n\n\n\n<p>Ever get a message from a client via messenger and wonder, \u201cWait, who is this?\u201d Especially when you\u2019re chatting about work stuff or exchanging files \u2014 it\u2019s crucial to be sure you\u2019re talking to <em>your<\/em> client.<\/p>\n\n\n\n<p>Now, you don\u2019t have to guess. We\u2019ve added a new action to your <a href=\"https:\/\/planfix.com\/features\/task-scripts\/\" target=\"_blank\" rel=\"noopener\" title=\"\">scripts<\/a>: \u201cRequest contact phone number\u201d.<\/p>\n\n\n\n<p>Here\u2019s how it works:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add the \u201cRequest contact phone number\u201d action to your script.<\/li>\n\n\n\n<li>Planfix sends your contact a message in messenger with a \u201cShare\u201d button.<\/li>\n\n\n\n<li>The client taps the button and messenger automatically sends the verified number to Planfix.<\/li>\n\n\n\n<li>Planfix adds this verified number as a comment in the task and enters it into the corresponding field of the contact card.<\/li>\n<\/ul>\n\n\n\n<p>This feature works if you\u2019ve got integrations set up with Telegram, Viber, Facebook, or Instagram.<\/p>\n\n\n\n<p>Stay connected \u2014 and confidently verified \u2014 with Planfix!<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/ko\/r5hxYF.jpg\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-customer-feedback-from-facebook-messenger-now-in-planfix\">Customer Feedback from Facebook Messenger Now in Planfix<\/h2>\n\n\n\n<p>Ever finish chatting with a client and wonder \u2014 are they happy or not?<br>Well, now you can send them a quick Customer Feedback form right from your chat using our new scripts.<\/p>\n\n\n\n<p>Here\u2019s the scoop:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Clients answer a short survey right in the Messenger chat.<\/li>\n\n\n\n<li>We support all the usual key metrics: NPS, CSAT, CES, plus a quick <a href=\"https:\/\/planfix.com\/features\/comments\/\" target=\"_blank\" rel=\"noopener\" title=\"\">comment<\/a>.<\/li>\n\n\n\n<li>Their responses instantly pop into the task \u2014 so you see the rating type, score, and their feedback all in one place.<\/li>\n<\/ul>\n\n\n\n<p>Bottom line: with the Customer Feedback form, you get real-time insights and catch any unhappy clients before it\u2019s too late.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/D7\/8eGApW.jpg\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-new-video\">New Video:<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-password-manager-in-planfix\">Password Manager in Planfix<\/h3>\n\n\n\n<p>In this video, we\u2019ll show you how to store passwords in Planfix directories, configure access, and manage them efficiently across your team.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Password Manager in Planfix | Step-by-step Guides\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/et66Rv1Ioxg?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-navigating-inside-a-task\">Navigating Inside a Task<\/h3>\n\n\n\n<p>This video will walk you through the structure of a task in Planfix: where to change the status and dates, how to work with the description, fields, and checklists, use comments, and search for the needed information.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Navigating Inside a Task | Planfix for Beginners\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/N59We1528no?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>November\u2019s Planfix update is here, and we&#8217;re excited to show you new features that will make your life easier and increase productivity.Keep reading for more&#8230;<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_s2mail":"yes","footnotes":""},"categories":[8],"tags":[230,238,232,314,180],"class_list":["post-8862","post","type-post","status-publish","format-standard","hentry","category-news","tag-automated-script","tag-integrations","tag-planfix-comments","tag-tasks","tag-telegram"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/8862","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/comments?post=8862"}],"version-history":[{"count":14,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/8862\/revisions"}],"predecessor-version":[{"id":9212,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/8862\/revisions\/9212"}],"wp:attachment":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/media?parent=8862"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/categories?post=8862"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags?post=8862"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}