Planfix
With Planfix modules in Make, you can:
search, retrieve, create, update, and delete contacts
search, retrieve, create, and update tasks
watch, search, retrieve, create, update, and delete actions
search, retrieve, create, and update records
add, retrieve, download, and delete a file, and list file history
To get started with Planfix, create an account at planfix.com/.
Connect Planfix to Make
To connect Planfix app, you need to obtain the API Key, API Token, and Account Name from your Planfix account and insert them into your Make scenario.
Log in to your Planfix account.
Click Settings > Account Management.
Click XML API and copy the API Key and Authorization token values to a safe place.
Log in to your Make account, insert a Planfix module in your scenario, and click Create a Connection.
Optional: In the Connection name field, enter a name for the connection.
In the Region field, select your region.
In the API Key and API Token fields, enter the API key and Authorization token copied in step 3.
In the Account Name field, enter your account name and click Save.
You have successfully established the connection. You can now edit yourMake and add more Planfix modules. If your connection needs reauthorization, follow the connection renewal steps here.
Build Planfix Scenarios
After connecting the app, you can perform the following actions:
Contacts
Search Contacts
Get a Contact
Create a Contact
Update a Contact
Delete a Contact
Tasks
Search Tasks
Get a Task
Create a Task
Update a Task
Actions
Watch Actions
Search Actions
Get an Action
Create an Action
Update an Action
Delete an Action
Handbooks & Records
Search Handbooks
Search Records
Get a Record
Create a Record
Update a Record
Files
List File History
Get a File
Download a File
Add a File
Delete a File
Other
Make an API Call