Let's look at a simple example. Suppose you get
an email with an order or an interesting business offer, and you want to make it into a Planfix
task. Usually, you'd have to copy the body of the email, go to Planfix, create a task, and paste the
body of the email into the description. But what if you were to use a service connector? In that
case:
You'd mark the
email in your inbox with a "favorites" star
the information
would be sent to Zapier or Integromat
and they
would create a Planfix task out of the email. All you have to do is click the star next to the
email