| Active |
|---|
| This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below . |
With Planfix modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can:
-
search, retrieve, create, update, and delete contacts
-
search, retrieve, create, and update tasks
-
watch, search, retrieve, create, update, and delete actions
-
search, retrieve, create, and update recordsIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module.
-
add, retrieve, download, and delete a file, and list file history
To get started with Planfix, create an account at planfix.com/.
To connect Planfix app, you need to obtain the API Key, API TokenA secure code used to authenticate and authorize access to API endpoints, enabling users to connect with third-party applications., and Account Name from your Planfix account and insert them into your Boost.space Integrator scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive..
-
Log in to your Planfix account.
-
Click Settings > Account Management.
-
Click XML API and copy the API Key and Authorization tokenA secure code used to authenticate and authorize access to API endpoints, enabling users to connect with third-party applications. values to a safe place.
-
Log in to your Boost.space Integrator account, insert a Planfix modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in your scenario, and click Create a Connection.
-
Optional: In the Connection name field, enter a name for the connection.
-
In the Region field, select your region.
-
In the API Key and API Token fields, enter the API key and Authorization token copied in step 3.
-
In the Account Name field, enter your account name and click Save.
You have successfully established the connection. You can now edit yourBoost.space Integrator and add more Planfix modules. If your connection needs reauthorization, follow the connection renewal steps here.
Build Planfix ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.
After connecting the app, you can perform the following actions:
Contacts
-
Search Contacts
-
Get a Contact
-
Create a Contact
-
Update a Contact
-
Delete a Contact
Tasks
-
Search Tasks
-
Get a Task
-
Create a Task
-
Update a Task
Actions
-
Watch Actions
-
Search Actions
-
Get an Action
-
Create an Action
-
Update an Action
-
Delete an Action
Handbooks & Records
-
Search Handbooks
-
Search Records
-
Get a RecordIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module.
-
Create a Record
-
Update a Record
Files
-
List File History
-
Get a File
-
Download a File
-
Add a File
-
Delete a File
Other
-
Make an API Call