Authenticate using OAuth 2.0 or an API key. Ensure the token has the required scope: contacts.readonly for read operations.
securely store and rotate credentials in Planfix, and test the connection with a lightweight request before going live.
GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/tasks/:taskId; GET /contacts/:contactId/notes; GET /contacts/:contactId/notes/:id; GET /contacts/:contactId/appointments; GET /contacts/; GET /contacts/business/:businessId; contacts.write; POST /contacts/; PUT /contacts/:contactId; DELETE /contacts/:contactId; POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId; POST /contacts/:contactId/tags
Trigger when a contact is updated in Contacts API to create a Planfix task.
Actions: pull contact details, create a task in Planfix, and attach notes as needed.
GET /contacts/:contactId and POST /contacts/:contactId/tasks
contactId, taskId, title, dueDate, status
Trigger when a new or updated Planfix contact is created to upsert in Contacts API.
Actions: upsert contact, map fields, set tags.
POST /contacts/ or PUT /contacts/:contactId
contactId, email, name, businessId
Trigger when a note or task is updated in Contacts API to reflect in Planfix
GET /contacts/:contactId/notes
noteId, contactId, note, timestamp
Drag-and-drop automations that connect endpoints without writing code.
Rapid data synchronization between Platforms with testable workflows.
Reusable building blocks for scalable integrations across teams.
Key elements include endpoints, triggers, actions, methods, and fields used in mapping data between the Contacts API and Planfix.
Application Programming Interface: a set of rules that enable software components to communicate.
A specific URL path in an API used to access a resource or perform an action.
Process to verify identity and grant access to API resources (e.g., OAuth token, API key).
An event or condition that starts an automation in your workflow.
Use webhooks from Contacts API to create new Planfix contacts and kick off starter tasks.
Push status changes from Contacts API to Planfix tasks and notes to keep both systems aligned.
Sync contact notes into Planfix as knowledge entries or linked notes.
Register or generate an API key or OAuth client for Contacts API and Planfix.
Enable and test endpoints like GET /contacts/:contactId and POST /contacts/:contactId/tasks.
Build a no-code workflow to fetch a contact and create a Planfix task automatically.
Yes. No coding is required thanks to the visual no-code connectors in Planfix. You can map fields, set up triggers, and deploy automations without writing code. | Take advantage of sample templates to accelerate your start and iterate as your data needs evolve.
Essential endpoints for a basic sync include GET /contacts/:contactId to retrieve contact data, POST /contacts/ to create new contacts, and POST /contacts/:contactId/tasks to assign tasks in Planfix. | You can extend with GET /contacts/:contactId/tasks/:taskId for task details and PUT /contacts/:contactId to update contacts, depending on your workflow.
Yes. You can map fields between Contacts API and Planfix using the field mapping features in the connector. Map core fields like name, email, and custom fields to ensure data parity. | If you use webhooks, keep field types aligned and apply transforms for date formats or nested objects as needed.
Data is transmitted over TLS and credentials are stored securely in Planfix. Use OAuth or API keys with scoped access and rotate credentials regularly. | Enable audit logs and monitor API usage to detect unusual activity.
Rate limits vary by plan and endpoint; expect throttling if you exceed quotas. | Design idempotent operations and implement retry logic to maintain reliability.
You can test in a sandbox or staging environment if available. Use test credentials and mock data to validate integrations. | Ensure error handling is robust and no production data is modified during testing.
API docs for Contacts API and Planfix are available in the developer portal. Review endpoint details, auth methods, and sample requests. | Start with the Getting Started guide and explore example workflows to accelerate your setup.
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Complete Operations Catalog - 126 Actions & Triggers
