Connect Busybusy and Planfix

Both apps 57Busybusy 33Planfix 24

• Trigger
  Certifications: Certification Updated

  Triggers when a certification is created or updated in Busybusy.

• Trigger
  Certifications: New Certification Created

  Triggers when a new certification type is created in Busybusy.

• Trigger
  Employee Created

  Triggers when a new employee (member) is added to your busybusy organization.

• Trigger
  Employee Updated

  Triggers when an employee in busybusy is created or changed.

• Trigger
  Project Created

  Triggers when a new project is created in busybusy.

• Trigger
  Project Updated

  Triggers when a project or subproject is created or changed in Busybusy, including when it is unarchived.

• Action
  Archive Employee

  Archives an employee (member) in busybusy by setting their archived date.

• Action
  Archive Project

  Archives a project in Busybusy by setting its archived date.

• Action
  Certifications: Create Certification

  Creates a certification type in your Busybusy organization that employees can later be certified against.

• Action
  Certifications: Create Employee Certification

  Records that an employee holds a certification, with its issue, renewal and expiry dates.

• Action
  Certifications: Delete Certification

  Deletes a certification from your Busybusy organization by marking it deleted.

• Action
  Certifications: Renew Employee Certification

  Renews an employee's certification record in busybusy by setting a new renewal date and, optionally, a new expiration date.

• Action
  Certifications: Search Certifications

  Searches certifications in Busybusy by name, ID or date filters and returns the matching certifications.

• Action
  Certifications: Update Certification

  Updates an existing certification's name, description, renewal period or documentation settings.

• Action
  Certifications: Update Employee Certification

  Updates an employee's certification record in busybusy, such as its issue, renewal or expiration date or the employee it belongs to.

• Action
  Create Break Entry

  Creates a break on an existing busybusy time entry, with its start time and optional end time.

• Action
  Create Budget

  Creates a cost budget for a busybusy project, optionally scoped to a cost code or piece of equipment.

• Action
  Create Cost Code Group

  Creates a cost code group in busybusy for organizing cost codes.

• Action
  Create Employee

  Creates a new employee (member) in your busybusy organization.

• Action
  Create Equipment

  Creates a piece of equipment in busybusy with its name, model, serial number and tracking options.

• Action
  Create Project

  Creates a new project in busybusy.

• Action
  Create Time Entry

  Creates a time entry (clock-in record) for an employee in busybusy, optionally against a project, cost code and equipment.

• Action
  Search Break Entries

  Returns the break entries that match the filters you supply, such as a time entry, start time or paid status.

• Action
  Search Employee (Single)

  Finds a single employee by ID and returns the first matching employee record.

• Action
  Search Employees (Multiple)

  Returns the employees that match the filters you supply, such as name, username, employee number or group.

• Action
  Search Projects (Multiple)

  Returns all projects matching the given title, parent project, ID or dates.

• Action
  Unarchive Cost Code

  Restores an archived cost code so it is active again.

• Action
  Unarchive Employee

  Restores an archived employee in busybusy so they are active again.

• Action
  Unarchive Project

  Restores an archived project in Busybusy so it is active again.

• Action
  Update Cost Code

  Updates an existing cost code's title, code, unit, group, insurance classes or custom fields.

• Action
  Update Employee

  Updates an existing busybusy employee's name, username, contact details, position, employee number or group.

• Action
  Update Equipment

  Updates an existing piece of equipment in busybusy, changing only the details you fill in.

• Action
  Update Project

  Updates an existing project's name, parent project, or archive date in busybusy.

• Trigger
  New Comment

  Triggers when a new comment is added to a chosen Planfix task.

• Trigger
  New Contact

  Triggers when a new contact is created in Planfix.

• Trigger
  New project

  Triggers when a new project is created in Planfix.

• Trigger
  New Task

  Triggers when a new task is created in Planfix.

• Trigger
  Updated Contact

  Triggers when a Planfix contact is created or changed.

• Trigger
  Updated Task

  Triggers when a Planfix task is created or changed.

• Action
  Add checklist item

  Adds a checklist item to a Planfix task, optionally assigned, completed, or nested under another item.

• Action
  Add Comment

  Adds a comment to a Planfix task.

• Action
  Add Contact

  Creates a new contact or company in Planfix.

• Action
  Add file from URL

  Uploads a file to Planfix from a public link and returns the new file's ID.

• Action
  Add project

  Creates a new project in Planfix, with optional status, owner, template, group, counterparty, dates, people and custom field values.

• Action
  Add Task

  Creates a new task in Planfix.

• Action
  Delete Comment

  Deletes a Planfix comment.

• Action
  Delete Contact

  Deletes a Planfix contact.

• Action
  Delete project

  Deletes a project in Planfix by its number.

• Action
  Delete Task

  Deletes a Planfix task.

• Action
  Find a Contact

  Returns Planfix contacts or companies, optionally only those from a saved contact filter.

• Action
  Find a Task

  Returns Planfix tasks, optionally only those from a saved task filter.

• Action
  Find directory entries by criteria

  Finds entries in a Planfix directory matching your criteria, such as a group, a saved filter, or custom field filters.

• Action
  Get contact

  Returns a Planfix contact or company by its number, including its details and any requested custom field values.

• Action
  Get user

  Returns a Planfix employee (user) by number, including name, contact details, role, status, groups and custom field values.

• Action
  Update Comment

  Changes the text of a comment on a Planfix task.

• Action
  Update Contact

  Updates an existing Planfix contact.

• Action
  Update Task

  Updates the name or description of an existing Planfix task.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.