Slack integration with Planfix
How to Create Planfix tasks from new saved Slack messages
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Planfix tasks from new saved Slack messages" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Planfix integrations
Planfix actions
Nekton can use any feature that is available in Planfix API.
Using our advanced AI, you can easily create custom automations for Planfix.
Here are some typical actions you can do in your automated workflows.
New Comment
Creates a new comment.
New Contact
Creates a new contact.
Delete Comment
Delete a comment
Delete Task
Delete a task
Update Task
Update a task
Find a Task
Search for task
About Planfix
Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.