What makes this integration setup in Planfix different?

Most tools move data but do not show the human work side. Planfix turns every incoming signal into an actionable task with a history, status set, and clear owner. Conditional boards update fields when you move cards, AI Agents extract values, and reports give managers volume and exception visibility. You get both automation and control in one place.

Can Planfix normalize data from different sources?

Yes. Configure intake from email, marketplaces, telephony, forms, or webhooks. Map incoming fields to your task fields or directories so data becomes structured. If some values come in free form, add an AI Dataminer or use the Send request to Planfix AI action to normalize text. Everything ends up as a task your team can process.

How do we handle errors and exceptions?

Use status sets with transition rules so operators always see the next allowed action. Add custom buttons that rerun scripts on problem tasks. Keep an error list in Planner and auto tag tasks with error type. Managers can build reports by source, status, and assignee and spot bottlenecks early. Every step is logged for audit.

How do we roll this out step by step?

Start with one intake channel and a task template. Add conditional lists in Planner so tasks appear for the right team. Then enable AI Agents and script actions to reduce manual touches. When this works, copy the template for other sources. Planfix is a no-code platform so business operators can configure most of this without developers.

Internal RPA/automation in SMB - integration task pipeline

Why You Need This

You want every lead, order, call, form, marketplace update or webhook to land in one governed place. You want it enriched, routed, and ready to work. You also want to see what failed.

Automation in Planfix

What Happens First

Start with intake. Configure email to ticket or channel to task and attach a task template. Every external system can drop work into Planfix. Operators see it in Planner right away.

Planner in Planfix

Capture And Route

Automate Enrichment

Run And Monitor

Capture And Route

Capture events from email, marketplaces, telephony, forms, and webhooks.

Map incoming fields to task fields and directories.

Send tasks to conditional lists in Planner automatically.

Email to task

Automate Enrichment

Add AI Dataminer to extract values from messy messages.

Turn text into fields and tags with automation actions.

Auto tag tasks with source and error type.

AI Agents

Run And Monitor

Pin the Planner board to the team workspace.

See new, in progress, waiting, and error tasks.

Use custom buttons to rerun automation on problem tasks.

Custom buttons

Intake That Never Loses Events

Every incoming signal becomes a task you can track and report on.

Transparent Routing

Moving a task to another list updates fields using the list rules.

Visible Exceptions

Errors go to a dedicated list with raw data attached for triage.

Instant Reporting

Data tags and project totals show volume, sources, and overdue items.

If This Sounds Familiar

Too Many Systems

Teams retype data from several sources and waste time on manual fixes.

Missed Leads

You get complaints that a lead or order did not reach the right manager.

No Load Visibility

Work is happening but you cannot see current load or bottlenecks.

Capture And Route All Work

Configure intake from email, marketplaces, telephony, forms, and webhooks. Map incoming fields to Planfix fields and directories. Apply conditional lists in Planner so tasks reach the right team without manual sorting.

Webhooks in Planfix

AI Dataminer

Extracts values from messages and writes them to mapped task fields.

LLM In Scripts

Use Send request to Planfix AI to turn text into structured data.

Status Sets

Operators see allowed next steps so the process stays predictable.

Handling Real Obstacles

Different sources send data in different formats. Planfix removes this with AI Agents and mapped custom fields. Teams get conditional boards that look familiar. Managers see volume and time with data tags, reports, and Project Totals.

Project reports