Connect Planfix to Paperform

Both apps 49Planfix 24Paperform 25

• 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
  Cancel Papersign Document

  Cancels a Papersign document that is still in progress, so no one can sign it any more.

• Action
  Create Form Coupon

  Creates a discount coupon on a Paperform form, as a dollar amount or a percentage, with an optional expiry date.

• Action
  Create Form Product

  Adds a product to a products field on a Paperform form, with its price, SKU and stock limits.

• Action
  Create Papersign Document Signing Link

  Creates a private signing link for one signer on a Papersign document, so you can send it yourself instead of relying on Papersign's emails. The link lasts a week and replaces any earlier link for that signer.

• Action
  Create Space

  Creates a Papersign space to organise documents, and optionally opens it to your team.

• Action
  Delete Form Coupon

  Deletes a discount coupon from a Paperform form so it can no longer be used.

• Action
  Delete Form Partial Submission

  Deletes a partial (unfinished) form submission from Paperform.

• Action
  Delete Form Product

  Removes a product from a Paperform form using its SKU.

• Action
  Delete Form Submission

  Deletes a form submission from Paperform.

• Action
  Download Papersign Document

  Gets a temporary download link for the signed PDF of a completed Papersign document. Pass the link to any step that fetches or attaches a file.

• Action
  Find Form

  Finds one Paperform form by searching its title, and returns the best match.

• Action
  Find Form Field

  Finds a field on a Paperform form by name and returns its key, title and type.

• Action
  Find Form Product

  Finds a product on a Paperform form by name and returns its SKU, price and stock.

• Action
  Find Papersign Document

  Finds one Papersign document by name, state, folder or the submission it came from, and returns the most recent match.

• Action
  Find Space

  Finds a Papersign space by name and returns its ID and root folder.

• Action
  List Papersign Documents

  Lists Papersign documents, optionally narrowed by name, state or folder.

• Action
  Move Papersign Document

  Moves a Papersign document into another folder or space, and can rename it at the same time.

• Action
  Send Papersign Document

  Sends a Papersign document out for signature, with the signers, invitation message and expiry you choose.

• Action
  Update Form

  Updates a Paperform form's name, description, web address or space, and can switch the form off. Anything left blank keeps its current value.

• Action
  Update Form Coupon

  Updates a discount coupon on a Paperform form. Anything left blank keeps its current value.

• Action
  Update Form Fields

  Updates a question on a Paperform form — its title, helper text, placeholder, key, or whether it is required. Anything left blank keeps its current value.

• Action
  Update Form Product

  Updates a product on a Paperform form — its name, price, stock or order limits. Anything left blank keeps its current value.

• Action
  Update Form Product Available Quantity

  Sets how many of a product are still available to sell on a Paperform form.

• Action
  Update Form Product Sold

  Sets how many of a product have been sold on a Paperform form.

• Action
  Update Space

  Renames a Paperform space.

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