# Planfix

Planfix CRM action parameters, customer consent and result verification.

First connect your account and configure the process, templates and approved statuses.

Action	Bot inputs	Result
Find contact	Phone with country code or email	Exact match count, contact IDs and names
Create or update contact	First name, phone or email, consent; an existing contact ID can be supplied for updates	Contact ID and whether it was created or updated
Create CRM request	Contact ID, title, description and consent	New or existing active CRM task ID
Update status	CRM task ID and an approved status	Confirmed update or waiting for confirmation
Create task	Subject, date/time with timezone offset, contact or CRM task, consent	Task ID; the supplied CRM task becomes its parent
Add comment	Record type: contact, CRM request or task; record ID and text	Comment ID
Get record link	Record type and ID	Link to an existing record in the connected account

The bot obtains consent before saving new customer data. Templates, process, assignee and approved statuses come from the integration settings. Amount and currency changes are unavailable in this version.

# Recommended sequence

Collect the customer's name, contact details and request.
Search by exact phone, then email.
Escalate multiple matches or conflicting identities to a manager.
Obtain consent and save the contact.
Create a CRM request or use the existing active task.
Add a comment and manager follow-up task when needed.
Report the result only after confirmation.

Use IDs returned by earlier actions. Do not invent record IDs. Approved status IDs and labels come from the configured connection.

Write previews validate parameters, mapping and referenced records without changing Planfix. Search and record-link actions read live data.

Repeating a write with the same execution identifier does not create another record after an unknown result. A new request could create a duplicate: inspect the external record first.

These actions do not send messages to the customer through Planfix. The connected ChatRex messaging channel delivers the reply.