Planfix
Configurable platform for project, task and process management.
- Category
- Productivity & Collaboration
- Type
- Project management
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token
- Docs
- Planfix API docs
02Data
What you can sync.
- Tasks
- Projects
- Contacts
- Analytics
- Comments
Track Planfix tasks next to the business results they serve, in DataPrism BI and AI Minds.
Need more? Name any other Planfix data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
Planfix uses an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in Planfix if you need help.
04How it works
How it works in DataMind.
-
Pick Planfix.
Open Lake, pick Planfix in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Planfix API docs.
-
Answer a few questions.
The AI reads the Planfix documentation, then asks which credentials you will use, which data to sync (for example tasks and projects), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Planfix data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
