Planfix + Slack

Share new tasks in Planfix via Slack messages

You no longer need to duplicate tasks from Planfix in Slack — Zapier can do it for you. Information from tasks created in Planfix will automatically be sent as a message to a specified Slack channel.

When this happens...
New Task
Trigger when a new task is created
TriggerInstant
automatically do this!
Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
ActionWrite

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Supported triggers and actions

What does this mean?

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

- Task No.Required
- TextRequired
- Notify users
- Attachments
Action
Write
- TemplateRequired
- First name
- Middle name
- Last name
- Additional information
- 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

- Comment IdRequired
Action
Write
- Task No.Required
Action
Write
- Template
- Task NoRequired
- Task nameRequired
- Description
- Project
- Start date
- Due date
- Assigner
- Assignee
- Participants
Action
Write
- Task title
Action
Search
New Channel
Triggers whenever a new #channel is created.
Trigger
Instant
Try It
- Include Alias
Trigger
Instant
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- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel NameRequired
Action
Write
- ChannelRequired
- TopicRequired
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

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
- Action IdRequired
- TextRequired
Action
Write
- Template
- Contact No.Required
- First name
- Middle name
- Last name
- Additional information
- 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
- Contact No.Required
Action
Write
- TemplateRequired
- Task nameRequired
- Description
- Project
- Start date
- Due date
- Assigner
- Assignee
- Participants
- Files
Action
Write
- Contact name
Action
Search
- Trigger for Bot Messages?
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Reaction
- Channel
- User
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- ChannelRequired
- UsersRequired
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- First Name
- Last Name
- Title
- Email
- User
Action
Write
- Raw Request User Info
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
Edit Message
This action updates a specific message on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, the new text for the message, and a boolean to indicate if you want to edit a bot message.
Action
Write
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

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)

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Zapier Interfaces

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

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more Help

Related categories

Team Chat

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Planfix + Slack

Share new tasks in Planfix via Slack messages

New Comment

Update Comment

Delete Contact

Update Field

FieldRequired

Delete Task

New Comment

Task No.Required

TextRequired

Notify users

Attachments

New Contact

TemplateRequired

First name

Middle name

Last name

Additional information

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

Delete Comment

Comment IdRequired

Delete Task

Task No.Required

Update Task

Template

Task NoRequired

Task nameRequired

Description

Project

Start date

Due date

Assigner

Assignee

Participants

Find a Task

Task title

New Channel

New Team Custom Emoji

Include Alias

New Mention

User Name

Highlight Word

Trigger for Bot Messages?

New Pushed Message

New Saved Message

Add Reminder

TextRequired

Remind when?Required

Remind who?

Send Channel Message

ChannelRequired

Message TextRequired

Send as a bot?

Bot Name

Bot Icon

Include a link to this Zap?

Attach Image by URL

Auto-Expand Links?

Link Usernames and Channel Names?

Schedule At

Zap Id

File

Thread

Send Channel Message?