Connect Planfix to Amplitude

Both apps 36Planfix 24Amplitude 12

• 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.

• Action
  Batch upload events

  Sends a batch of events to Amplitude in one call. Use this when you have many events to record at once rather than one at a time.

• Action
  Export event data

  Exports every event Amplitude recorded in a time window, as a zip archive of event data.

• Action
  Get cohort

  Returns one behavioral cohort's details, including its name, size and when it was last recalculated.

• Action
  Get event segmentation

  Counts how often an event happened over a date range, optionally split by a property or filtered to a segment of users.

• Action
  Get funnel analysis

  Runs a funnel over a series of events and returns how many users reached each step and how many dropped off.

• Action
  Get retention analysis

  Shows how many users came back and did something again after a starting event, over a date range.

• Action
  Get user properties

  Looks a user up in Amplitude and returns what Amplitude knows about them, including their Amplitude ID.

• Action
  Group identify

  Sets properties on a group in Amplitude, such as a company or team, so you can analyse behaviour by group.

• Action
  Identify user

  Sets properties on a user in Amplitude without recording an event, so later events are attributed with the new details.

• Action
  List cohorts

  Lists every behavioral cohort in the Amplitude project, with each cohort's name, size and owner.

• Action
  Send event

  Records a single event in Amplitude for a user, with optional event and user properties.

• Action
  Upload cohort

  Creates a cohort in Amplitude from a list of users you supply.

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