Connect Planfix and SQL Server

Both apps 35Planfix 24SQL Server 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.

• Trigger
  New or Updated Row

  Triggers when a new row is added or modified.

• Trigger
  New or Updated Row (Custom Query)

  Fires for each new or changed row returned by a SELECT statement you write against the connected SQL Server database.

• Trigger
  New Row

  Triggers when you add a new row.

• Trigger
  New Table

  Fires when a new table appears in the connected SQL Server database.

• Action
  Add Row

  Add one row to a table on the connected SQL Server database.

• Action
  Delete Row

  Delete the rows in a table whose chosen column equals a value.

• Action
  Find Row

  Find the first row in a table whose chosen column matches a value.

• Action
  Find Rows via Custom Query

  Runs a SELECT statement you write against the connected SQL Server database and returns every row it matches.

• Action
  Find Row via Custom Query

  Runs a SELECT statement you write against the connected SQL Server database and returns the first row it matches.

• Action
  Run Custom Statement

  Runs a statement you write against the connected SQL Server database that changes data rather than returning rows, and reports how many rows it changed.

• Action
  Update Row

  Change column values on every row of a table whose chosen column matches a value.

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