Connect Planfix to Prembly

Both apps 35Planfix 24Prembly 11

• 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
  Get Wallet Balance

  Returns your Prembly wallet's current balance, currency and account status. Works on live accounts only.

• Action
  List bank codes

  Returns the list of Nigerian banks with their bank codes, for use when verifying a bank account.

• Action
  Verify bank account

  Verifies a Nigerian bank account number against its bank and returns the account holder's name.

• Action
  Verify BVN

  Verifies a Nigerian Bank Verification Number (BVN) and returns the holder's identity details.

• Action
  Verify CAC

  Verifies a Nigerian company's Corporate Affairs Commission (CAC) registration number and returns the registered company details.

• Action
  Verify driver's license

  Verifies a Nigerian driver's license number and returns the license holder's details.

• Action
  Verify international passport

  Verifies a Nigerian international passport number against the holder's last name and returns the passport holder's details.

• Action
  Verify NIN

  Verifies a Nigerian Virtual NIN and returns the holder's identity details.

• Action
  Verify phone number

  Verifies a Nigerian phone number and returns the registered owner's name and date of birth.

• Action
  Verify TIN

  Verifies a Nigerian Tax Identification Number (or the company's CAC RC number or phone number) and returns the taxpayer's registered details.

• Action
  Verify voter's card

  Verifies a Nigerian voter's card (VIN) and returns the cardholder's registered details, such as name, date of birth, state, LGA and polling unit.

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