--- title: Planfix slug: planfix description: How to integrate Planfix with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_planfix.png createdAt: 2025-02-03T13:29:10.709Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/planfix.png" alt="Planfix logo" caption size="50" width="512" height="512"} | 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. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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](https://planfix.com) directly. ::: # Requirements To use the Planfix app in Make, you must have a paid or premium account, [create your account on Planfix](https://planfix.com). For subscription, refer to the [Planfix pricing page](https://planfix.com). # Connect Planfix and Make To get started, you must first create a connection between Planfix and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your Planfix account** ::: :::WorkflowBlockItem **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 **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Account management** in the main menu. ::: :::WorkflowBlockItem Click** Access to API**. ::: :::WorkflowBlockItem Copy the** API key** displayed on the screen. ::: :::WorkflowBlockItem 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.](https://planfix.com/ru/help/%D0%92%D0%B2%D0%B5%D0%B4%D0%B5%D0%BD%D0%B8%D0%B5) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Planfix module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Planfix modules After connecting to the Planfix app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Add a File Uploads and creates a new file in the specified location. ::: :::ExpandableHeading ### Create a Contact Adds a new contact to your address book or contact list. ::: :::ExpandableHeading ### Create a Record Creates a new data entry in the selected database or application. ::: :::ExpandableHeading ### Create a Task Creates a new task within your selected project or workspace. ::: :::ExpandableHeading ### Create an Action Creates a new action item within your selected application. ::: :::ExpandableHeading ### Delete a Contact Permanently removes a selected contact from your account. ::: :::ExpandableHeading ### Delete a File Permanently removes a specified file from your storage. ::: :::ExpandableHeading ### Delete an Action Removes a specified action from your account. ::: :::ExpandableHeading ### Download a File Downloads a specified file that already exists in your account or storage. ::: :::ExpandableHeading ### Get a Contact Fetches the details of a specific contact that already exists in your account. ::: :::ExpandableHeading ### Get a File Fetches a specific file that already exists in your account. ::: :::ExpandableHeading ### Get a Record Fetches the details of a specific existing record from your database or application. ::: :::ExpandableHeading ### Get a Task Fetches the details of a specific existing task. ::: :::ExpandableHeading ### Get an Action Fetches the details of a specific, previously created action. ::: :::ExpandableHeading ### List File History Retrieves a list of all previous versions and changes made to a file. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request using your authorized account. ::: :::ExpandableHeading ### Search Actions Searches for specific actions or retrieves a complete list of all available actions. ::: :::ExpandableHeading ### Search Contacts Searches for specific contacts or retrieves a complete list of all contacts. ::: :::ExpandableHeading ### Search Handbooks Searches for specific handbooks or retrieves a complete list of all available handbooks. ::: :::ExpandableHeading ### Search Records Searches for specific records or retrieves a complete list of all records. ::: :::ExpandableHeading ### Search Tasks Searches for specific tasks or retrieves a complete list of all tasks. ::: :::ExpandableHeading ### Update a Contact Updates the details of an existing contact in your account. ::: :::ExpandableHeading ### Update a Record Updates the details of a specified existing record in your database. ::: :::ExpandableHeading ### Update a Task Modifies the details of a specified existing task. ::: :::ExpandableHeading ### Update an Action Modifies the details of a specified existing action. ::: :::ExpandableHeading ### Watch Actions Triggers when the specific event you select in your Planfix scenario takes place. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), 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 - [Planfix topics on Make community](https://community.make.com/search?q=Planfix) - [Planfix website](https://planfix.com) - [Planfix API documentation](https://help.planfix.com/ru/XML_API_v1) - [Planfix page on make](https://www.make.com/en/integrations/planfix) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::