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New Contact in Planfix

  • 4 February 2021
  • 1 reply

I hope some one work with zapier and planfix.


When I choose Action New Contact in Planfix and reach step Set up action 

there are a lot of fields but some of them are extra and some I whished to add.


I hoped that set of fields is changing when I choose a template

But it didn’t happen. So I’m wondering if i can customize these fields?


Best answer by Liz_Roberts 11 February 2021, 14:00

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Hi @AcLeeloo ,

Thanks for reaching out!

If I’m understanding correctly, it sounds like you are looking for more available fields within the Planfix integration.

If that’s the case, I suggest reaching out to Planfix directly as they manage their own integration on Zapier and can help determine if adding the fields you are seeking is both possible and on their roadmap. Hope that gets you pointed in the right direction!