Planfix

planfix is a business management platform offering task, project, and crm tools integrating planfix with make com lets users automate task creation, manage projects, sync contacts, and trigger notifications across their business workflows 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 https //planfix com/support/ directly requirements to use the planfix app in make, you must have a paid or premium account, https //planfix com for subscription, refer to the https //planfix com connect planfix and {{product name}} to get started, you must first create a connection between planfix and {{product name}} , 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 {{product name}} , 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 in the access to api section copy the api token displayed in the access to api section you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //planfix com/help/planfix api%3aauthentication by token create the connection in {{product name}} https //www make com/en/register , add the planfix module to your {{scenario singular lowercase}} , 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 docid\ so88fm6pkt0g adkddfzz page planfix modules after connecting to the planfix app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a file creates and uploads a new file to the specified location create a contact adds a new contact to your address book or contact list create a record creates a new record in the selected database or application create a task creates a new task in your selected project or workspace create an action creates a new action item within your selected application delete a contact permanently removes a selected contact from your account delete a file permanently removes a specified file from your storage delete an action removes a specified action from your account download a file downloads a specified file that already exists in your account or storage get a contact fetches the details of a specific existing contact from your account get a file fetches a specific file that already exists in your account get a record fetches the details of a specific existing record from your database or application get a task fetches the details of a specific, previously created task get an action fetches the details of a specific existing action list file history retrieves a list of all previous versions and changes made to a specified file make an api call executes a custom api request to the connected service using your authorized credentials search actions searches for specific actions or retrieves a complete list of all available actions search contacts searches for specific contacts or retrieves a complete list of all contacts search handbooks searches for specific handbooks or retrieves a complete list of all available handbooks search records searches for specific records or retrieves a complete list of all records search tasks searches for specific tasks or retrieves a complete list of all tasks update a contact updates the details of an existing contact in your database update a record updates the details of a specified existing record in your database update a task modifies the details of a previously created task update an action modifies the details of a specified existing action watch actions triggers when the specific event you select in your planfix scenario takes place templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} planfix resources you can have access to more resources related to this app on the following links https //community make com/search?q=planfix https //planfix com https //help planfix com/ru/xml api v1 https //www make com/en/integrations/planfix