Connect Planfix to Checkvist and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Planfix with Checkvist - no code necessary. See how you can get setup in minutes.

Select a trigger from Planfix

A trigger is an event that starts your Zap and runs the workflow. For example, with Planfix, a trigger could be "New Comment."

A trigger is the event that kicks off your automated workflow.

Setup an action from Checkvist

An action is what takes place after the automation is triggered. For example, with Checkvist, the action could be "Create List Item."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Planfix to Checkvist

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Planfix and Checkvist to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Planfix and Checkvist to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Comment
Trigger when a comment is created
Trigger
Instant
Try It
Update Comment
Trigger when a comment is updated
Trigger
Instant
Try It
Delete Contact
Trigger when a contact is deleted
Trigger
Instant
Try It
- Type
  Required
- Field
  Required
Trigger
Instant
Try It
Delete Task
Trigger when a task is deleted
Trigger
Instant
Try It

- Task No.
  Required
- Text
  Required
- Notify users
- Attachments
Action
Write
- Template
  Required
- First name
- Middle name
- Last name
- Text
  Required
- Position
- Address
- Website
- Email
- Skype
- ICQ
- Contact group
- Is a company
- Show in list for choosing task participants
- Show in list for choosing task counterparty
- Date of birth
Action
Write

- ActionId
  Required
Action
Write
- Task No.
  Required
Action
Write
- Template
  Required
- Task No.
  Required
- Task name
  Required
- Text
  Required
- Project
- Start date
- Due date
- Assigner
- Assignee
- Participants
Action
Write
- Task name
  Required
Action
Search
- List
  Required
Trigger
Scheduled
Try It
- List Name
  Required
Action
Write

Delete Comment
Trigger when a comment is deleted
Trigger
Instant
Try It
New Contact
Trigger when a new contact is created
Trigger
Instant
Try It
Update Contact
Trigger when a contact is updated
Trigger
Instant
Try It
New Task
Trigger when a new task is created
Trigger
Instant
Try It
Update Task
Trigger when a task is updated
Trigger
Instant
Try It
- ActionId
  Required
- Text
  Required
Action
Write
- Template
  Required
- Task No.
  Required
- First name
- Middle name
- Last name
- Text
  Required
- Position
- Address
- Website
- Email
- Skype
- ICQ
- Contact group
- Is a company
- Show in list for choosing task participants
- Show in list for choosing task counterparty
- Date of birth
Action
Write
- Task No.
  Required
Action
Write
- Template
  Required
- Task name
  Required
- Text
  Required
- Project
- Start date
- Due date
- Assigner
- Assignee
- Participants
- Attachments
Action
Write
- Task name
  Required
Action
Search
New List
Triggers when a new list is created in your Checkvist account.
Trigger
Scheduled
Try It
- List
  Required
- Item text
  Required
- Parse smart syntax?
- Note text
Action
Write
- List
  Required
- Item text
  Required
- List items separator
- Parse smart syntax?
Action
Write

About Planfix

Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Checkvist

Keyboard driven online outliner and task manager for teams and individuals. Capture your ideas and notes, create checklists and plans, share with colleagues, and get everything done — together.

Help

Related categories

Task Management

Similar apps

Google Docs

Documents, Google

Evernote

Notes

Smartsheet

Spreadsheets

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Connect Planfix to Checkvist and automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from Planfix

Setup an action from Checkvist

That’s it! You just connected Planfix to Checkvist

Connect Planfix and Checkvist to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect Planfix and Checkvist to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

PRODUCTS

CAPABILITIES

By team

By app

By use case

Connect @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}Planfix to Checkvist and automate any workflow

How Zapier works

Select a trigger from Planfix

Setup an action from Checkvist

That’s it! You just connected Planfix to Checkvist

Connect Planfix and Checkvist to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect Planfix and Checkvist to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

Connect Planfix to Checkvist and automate any workflow