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Automate tasks across Planfix with Resource Guru

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

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

Connect your Planfix and Resource Guru. 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 73 actions between Planfix and Resource Guru.
Can’t find an action you need? Let us know.

Add Task CommentAdd task comment in Planfix.Delete CommentDelete comment in Planfix.Get CommentRun a get comment action in Planfix.List Task CommentsRun a list task comments action in Planfix.Create ContactCreate contact in Planfix.Get ContactRun a get contact action in Planfix.List ContactsRun a list contacts action in Planfix.Update ContactUpdate contact in Planfix.List Contact FiltersRun a list contact filters action in Planfix.List Contact TemplatesRun a list contact templates action in Planfix.Get EmployeeRun a get employee action in Planfix.List EmployeesRun a list employees action in Planfix.Create ProjectCreate project in Planfix.Get ProjectRun a get project action in Planfix.List ProjectsRun a list projects action in Planfix.

Frequently asked questions

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

MindCloud connects Planfix and Resource Guru 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.