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Email
KashFlow
Planfix

Email and KashFlow and Planfix integrations

Connecting Email and KashFlow and Planfix on Make
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Connect Email and KashFlow and Planfix with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Email and KashFlow and Planfix to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Categories
Built-in Tools
Email
Invoicing & Accounting
Project Management

Build your Email and KashFlow and Planfix integrations.

Create custom Email and KashFlow and Planfix workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Email
Copy an Email

Copies an email or a draft into a selected folder.

Action
Planfix
Create a Contact

Creates a new contact.

Action
KashFlow
Create a Customer

Creates a new customer.

Action
Email
Create a Draft

Creates and adds a new draft to a selected folder.

Action
Planfix
Create a Task

Creates a new task.

Action
Planfix
Create an Action

Creates a new action.

Action
KashFlow
Create an Invoice

Creates a new invoice.

Action
Planfix
Delete a Contact

Deletes an existing contact.

Action
KashFlow
Delete a Customer

Deletes a customer specified by ID.

Action

Popular Email and KashFlow and Planfix workflows.

Looking to get more out of Email and KashFlow and Planfix? With Make you can visually integrate Email and KashFlow and Planfix into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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