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Automate tasks across DataForms.io with Planfix

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

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

Connect your DataForms.io 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 34 actions between DataForms.io and Planfix.
Can’t find an action you need? Let us know.

Create Data FormCreate data form in DataForms.io.Delete Data FormDelete data form in DataForms.io.Get Data FormRun a get data form action in DataForms.io.List Data FormsRun a list data forms action in DataForms.io.Update Data FormUpdate data form in DataForms.io.Get TemplateRun a get template action in DataForms.io.List TemplatesRun a list templates action in DataForms.io.Update TemplateUpdate template in DataForms.io.Get EntryRun a get entry action in DataForms.io.Get FieldRun a get field action in DataForms.io.List EntriesRun a list entries action in DataForms.io.List FieldsRun a list fields action in DataForms.io.Get Current UserRun a get current user action in DataForms.io.

Frequently asked questions

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

MindCloud connects DataForms.io 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.