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Automate tasks across Chatforma with Planfix

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Chatforma and Planfix talk.
Here are some common ways to automate work between them.

Send a Planfix notification when Chatforma receives a high-priority item.Try now
Create a Planfix follow-up from new qualified activity in Chatforma.Try now
Copy new customer details from Chatforma into Planfix.Try now
Update the matching Planfix item when a Chatforma status changes.Try now
Start a review in Planfix when Chatforma flags an exception.Try now
Summarize new Chatforma activity and save it in Planfix.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Chatforma and Planfix work.

Connect your Chatforma and Planfix. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 46 actions between Chatforma and Planfix.
Can’t find an action you need? Let us know.

Get Current AccountRun a get current account action in Chatforma.List BotsRun a list bots action in Chatforma.Create Bot VariableCreate bot variable in Chatforma.Delete Bot VariableDelete bot variable in Chatforma.List Bot VariablesRun a list bot variables action in Chatforma.Create Dispatch To SegmentCreate dispatch to segment in Chatforma.Create Dispatch To UserCreate dispatch to user in Chatforma.List FormsRun a list forms action in Chatforma.List Bot MessagesRun a list bot messages action in Chatforma.List User MessagesRun a list user messages action in Chatforma.Send Existing Message To SegmentSend existing message to segment in Chatforma.Send Existing Message To UserSend existing message to user in Chatforma.Send Message To Dialog UserSend message to dialog user in Chatforma.Get Notification SampleRun a get notification sample action in Chatforma.List NotificationsRun a list notifications action in Chatforma.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Chatforma and Planfix.

MindCloud connects Chatforma and Planfix so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.