Connect Kit and Planfix

Both apps 38Kit 14Planfix 24

• Trigger
  New Form Subscriber

  Triggers when a subscription occurs on a specific form.

• Trigger
  New Purchase

  Triggers when a new purchase is added to your account.

• Trigger
  New Sequence Subscriber

  Triggers when a subscriber is added to a sequence.

• Trigger
  New Subscriber

  Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

• Trigger
  New Unsubscribe

  Triggers when a subscriber unsubscribes from your emails.

• Trigger
  Subscriber Added to Tag

  Triggers when a specific tag is added to a subscriber.

• Trigger
  Tag Removed From Subscriber

  Triggers when a specific tag is removed from a subscriber.

• Action
  Add Subscriber to Form

  Subscribe someone to a specific form.

• Action
  Add Tag to Subscriber

  Add a subscriber to a specific tag.

• Action
  Create or Update Subscriber

  Creates a Kit subscriber, or updates the first name and custom fields of an existing subscriber with the same email address. Returns the subscriber.

• Action
  Find Subscriber

  Finds an existing confirmed subscriber by email.

• Action
  Get Subscriber

  Returns one Kit subscriber by ID, with their name, email address, state and custom field values.

• Action
  List Tags for Subscriber

  Lists the tags on a Kit subscriber, with each tag's ID, name and the date it was applied.

• Action
  Remove Tag From Subscriber

  Remove a specific tag from a subscriber if they have it.

• 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.