Connect Planfix and ProjectManager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Create Project
Create Task
Create Timesheet Entry
Update Project
Update Task
Update Timesheet Entry ID
Get Project Details
Get Task Details
Get Project Priorities
Create User
Get User Details
Update User
List Roles
List Active Admin Tasks
List Task Priorities
List Tasks
List User Skills
List Users
List Project Templates
List Project Statuses
List Project Fields
List projects
Ready to use Planfix and ProjectManager automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggered when a new user is added to your account
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project.
New Timesheet Entry
Triggered when a new timesheet entry is created
Do thisActions
Action is the task that follows automatically within your Planfix integrations.
Create Contact
Create a new contact
Delete Comment
Delete a comment
Find Contact By Name
Return contact details by name
Find Task by Name
Find a task by title and return its full details; if no title is provided, return all tasks.
Create Project
Creates a new project
Create Task
Create a new Task within a specific project.
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Frequently Asked Questions
To start, connect both your Planfix and ProjectManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in ProjectManager (or vice versa).
Absolutely. You can customize how Planfix data is recorded in ProjectManager. This includes choosing which data fields go into which fields of ProjectManager, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and ProjectManager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Planfix and ProjectManager. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Planfix
Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.
Learn MoreAbout ProjectManager
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
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