Planfix is a cloud-based business management system that combines CRM, project management, task management, and business process automation in one platform. It allows teams to organize work, track customer interactions, automate routine operations, and analyze efficiency through flexibly configurable objects, fields, and scenarios.

Main features of integration with Planfix:

Creating a Contact or new Task after a call;
Creating a Call after a conversation with a client and linking it to a Contact or Task by client number;
Pop-up windows with call information in the Planfix interface;
Passing UTM tags and additional information to Data Tags;
Integration with Ringostat Smart Phone: passing Contact full name.

The integration is connected using the connector in Planfix "Planfix telephony API". For setup, the CRM plan must support this integration.

Only one PBX integration can be connected in Planfix.

Integration setup

The integration is set up individually by our Ringostat specialists. To set up the integration, you need to write to us in the support chat and provide the setup data.

What is required for integration setup:

Access to Planfix with "Administrator" level.
Information about which entity to attach the call to? Calls can be created with the following bindings:

Default options (only one of the listed options can be selected):
- Attach call to contact card
- Attach call to the last active task of the contact
Other options. When choosing an option with condition matching — it is necessary to provide details regarding filters for conditions:
- Attach call to contact card (as a hidden comment)
- Attach call to the last active task of the contact (as a hidden comment)
- Add call to the last task of the contact according to conditions
- Add call to the last task of the contact that matches conditions (as a hidden comment)
- Create a new task for each call that matches conditions
Is it necessary to pass additional data to Data Tags in Planfix? If it needs to be passed — specify which parameters need to be passed. If fields for these parameters are created in Data Tags — specify their names.
Is integration with Ringostat Smart Phone needed?
The integration allows passing Contact full name to the application during a call.

Options highlighted in italics — require details from the User regarding settings that need to be specified in Planfix settings. Example

Additional settings on the Planfix side

Description of additional settings that the user can perform in their CRM. These settings are additional functionality of Planfix itself. Settings management is exclusively on the Planfix side according to user needs.

Assigning employees

For entities to be created after calls from managers — it is necessary to assign all integration managers in the CRM.

The setup is done in "Account Management" —> "Integrations" —> "Virtual PBX" —> "Planfix telephony API" —> "Settings".

In the "Employee Short Numbers" block, you need to match the names of employee profiles in Planfix and the Ringostat project.

If an employee is not assigned in Planfix settings — entities for their calls will not be created.

When adding a new employee to the project, they also need to be added on the Planfix side in the integration settings.

The employee profile name that needs to be specified in Planfix settings must completely match the profile name in the Ringostat personal account.

Pop-up window settings

The integration supports displaying a pop-up window after a call; this window displays basic information about the call itself.

Example of pop-up window display in Planfix:

Settings are located in "Account Management" —> "Integrations" —> "Virtual PBX" —> "Planfix telephony API" —> "Settings" —> "Notifications about calls".

Setting up additional fields for data tags

To pass additional data after a call to Data Tags, you need to create new fields for this data.

Settings in "Account Management" —> "Data tags" —> "Telephony" —> in the opened window, select the "Call" and/or "Missed Call" event and create the required new fields into which additional information will be passed after the call.

Recommended field format — text field or string.

Setup example:

To pass additional information for all calls (successful and missed) — additional fields need to be created for the "Call" and "Missed Call" events.

Additional features

Planfix offers a number of additional settings for integration:

Number modification when creating a new contact:
- Do not modify the number;
- Add + to the number;
- Remove + from the number.
Template for creating new contacts — ability to choose which template to use for creating Contacts from calls.
Responsible persons for new contact:
- Those specified in the contact template and the employee who answered the call;
- Those specified in the contact template.
Recipients of missed call notifications:
- Responsible persons;
- Nobody

Integration operation logic

The integration with Planfix has a general operation logic and may differ depending on additional settings, for example, the choice of which entity to attach the Call to.

General logic

All missed calls will be recorded only in the Contact card.
If there is no Contact for the client's number in the CRM — it will be created automatically after the call, the entity existence check occurs on the Planfix side.

Missed call — the entity will be created without linking to a manager.
Successful call — the entity will be created and assigned to the employee responsible for the call, provided that the employee is assigned in the integration settings.

Integration with Ringostat Smart Phone

Integration with RSP allows pulling the Contact name from Planfix when calling in the application.

Creating entities depending on the choice of which entity to attach the call to

Let's consider three recommended logics for attaching a call to entities (only one option can be selected):

Attach call to contact card
Attach call to the last active task of the contact
Add call to the last task of the contact according to conditions

Attach call to contact card

Calls will be added to the Contact card by the client's phone number, if there is no Contact — a new one will be created.

Attach call to the last active task of the contact

Calls will be added to the last active task of the Contact, if there are no Tasks or all are inactive — the call will be added only to the Contact card.

Add call to the last task of the contact according to conditions

For this setting, conditions should be set according to which filtering of Tasks associated with the Contact will occur. For example, select only those tasks that are not Completed and Finished. If a matching Task is not found — create a new Task.