Planfix

with planfix modules in make, you can search, retrieve, create, update, and delete contacts search, retrieve, create, and update tasks watch, search, retrieve, create, update, and delete actions search, retrieve, create, and update records add, retrieve, download, and delete a file, and list file history to get started with planfix, create an account at planfix com/ https //planfix com/ connect planfix to make to connect planfix app, you need to obtain the api key, api token, and account name from your planfix account and insert them into your make {{scenario singular lowercase}} log in to your planfix account click settings > account management click xml api and copy the api key and authorization token values to a safe place log in to your make account, insert a planfix module in your {{scenario singular lowercase}} , and click create a connection optional in the connection name field, enter a name for the connection in the region field, select your region in the api key and api token fields, enter the api key and authorization token copied in step 3 in the account name field, enter your account name and click save you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more planfix modules if your connection needs reauthorization, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz build planfix {{scenario plural}} after connecting the app, you can perform the following actions contacts search contacts get a contact create a contact update a contact delete a contact tasks search tasks get a task create a task update a task actions watch actions search actions get an action create an action update an action delete an action handbooks & records search handbooks search records get a record create a record update a record files list file history get a file download a file add a file delete a file other make an api call