Planfix
 | Planfix is a work and project management platform offering task tracking, CRM, time management, and team collaboration. Integrating Planfix with Make.com lets users automate task creation, update project statuses, and synchronize contacts between Planfix and other business tools. |
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This is AI-generated content based on official Planfix documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Planfix directly.
Requirements
To use the Planfix app in Make, you must have a paid or premium account, create your account on Planfix. For subscription, refer to the Planfix pricing page.
Connect Planfix and Make
To get started, you must first create a connection between Planfix and Make, allowing the two services to communicate.
Obtain your API Key in your Planfix account
Create the connection in Make.
Obtain your API Key in your Planfix account
Before you create the connection in Make, you should first obtain your API Key in your Planfix account.
To obtain your API Key :
Navigate to Account management in the main menu.
Click Access to API.
Copy the API key displayed on the screen.
Copy the API token displayed on the screen.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Planfix module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Planfix account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Planfix modules
After connecting to the Planfix app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Planfix resources
You can have access to more resources related to this app on the following links