Get Planfix working with a variety of other apps
— no programming or specialized knowledge needed!
Integrating Planfix
with other apps and services
Use the Zapier or Integromat integrations to connect servicesbe sent to Zapier
and share Planfix data with other apps and services. And you can do it all without any
programming or specialized knowledge!
We know that there are other tools you use
besides Planfix. You have dozens of other useful services at your disposal to help you work
smarter with email, documents, social media messages, phone calls, and other important aspects
of your work. This is a whole separate universe, parallel to the Planfix universe. However,
joining the two "universes" takes little to no effort.
How it works
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
Hundreds of apps to meet your every need
The main advantage service connectors bring to the table is that you can use them to integrate many popular apps and services — CRM, messengers, Google services, online stores, telephony, chats, and more. When you add the Zapier or Integromat integrations to Planfix, you automatically gain the ability to exchange data with all of these services.
You have to make things a bit more complicated in
order to make them simpler, but it's worth your while
Of course, there's no magic involved. The logic for how Planfix will interact with the service or services you choose needs to be configured in Zapier. It works something like this:
select an event (a TRIGGER) that occurs in Service 1
1
and indicate something (an ACTION) that should happen in Service 2 as a result of the event
2
The list of triggers and actions in Planfix that you can launch from other apps is fairly extensive. You'll see when you configure the integration.
