Planfix + Slack

Create Planfix tasks from new saved Slack messages

Create tasks from saved Slack messages. Just star the message you want in Slack, and a task will automatically be created in Planfix with its contents. The task name will mention the person who wrote the message.

When this happens...
New Saved Message
Triggers when you save a message.
TriggerInstant
automatically do this!
New Task
Trigger when a new task is created
ActionWrite

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Supported triggers and actions

What does this mean?

- Trigger for Bot Messages?
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
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- Channel
- User Name
- Shared
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
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- Reaction
- Channel
- User
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
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- 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
Delete Comment
Trigger when a comment is deleted
Trigger
Instant
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New Contact
Trigger when a new contact is created
Trigger
Instant
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Update Contact
Trigger when a contact is updated
Trigger
Instant
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New Task
Trigger when a new task is created
Trigger
Instant
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Update Task
Trigger when a task is updated
Trigger
Instant
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- 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

New Channel
Triggers whenever a new #channel is created.
Trigger
Instant
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- Include Alias
Trigger
Instant
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- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
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New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Trigger
Instant
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New Saved Message
Triggers when you save a message.
Trigger
Instant
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- 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
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
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- TypeRequired
- FieldRequired
Trigger
Instant
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Delete Task
Trigger when a task is deleted
Trigger
Instant
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- 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

About Planfix

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

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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

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Planfix + Slack

Create Planfix tasks from new saved Slack messages

New Public Message Posted Anywhere

Trigger for Bot Messages?

New Message Posted to Channel

Trigger for Bot Messages?

New File

Channel

User Name

Shared

New Message Posted to Private Channel

ChannelRequired

Trigger for Bot Messages?

New Reaction Added

Reaction

Channel

User

New User

Invite User To Channel

ChannelRequired

UsersRequired

Send Direct Message

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

Send Private 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?

Update Profile

First Name

Last Name

Title

Email

User

API Request (Beta)

Raw Request User Info

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Delete Message

Create Private Channel

Edit Message

Find Message

Search QueryRequired

Sort By

Sort Direction

Find User by ID

IDRequired

Return Raw Results?

Find User by Username

UsernameRequired