Zapier

Zapier is a service that automates routine operations, which are usually related to data exchange between services.

Many services are integrated with Zapier; you can exchange data with the following:

Zapier generally works as follows:

• an event occurs in one service;
• information about it is sent to Zapier;
• Zapier performs a certain action in another service according to rules that have been set up.

The logic for interaction between services must be configured in Zapier. Here is how that is done:

• select an event (a TRIGGER) that occurs in Service 1;
• indicate something (an ACTION) that should happen in Service 2 as a result of the event;
• a SEARCH can be used to find the desired object in Service 2.

Planfix can be either Service 1 or Service 2. Planfix supports a specific set of events and actions.