STEP 1
Connect ActiveCollab and Planerio
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
ActiveCollab and Planerio Integration
Build project management workflows between ActiveCollab and Planerio on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about ActiveCollab and Planerio
Detailed info you need to know about ActiveCollab and Planerio integrations in WEXTL. Explore which modules apps support and how you connect them.
ActiveCollab
Project management for tasks, collaboration, and team workloads. [5]
How to connect ActiveCollab to Planerio
Set up your ActiveCollab and Planerio integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected ActiveCollab and Planerio nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between ActiveCollab and Planerio. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between ActiveCollab and Planerio work in WEXTL?
WEXTL exposes actions and triggers for ActiveCollab and Planerio that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
ActiveCollab triggersPlanerio actions
ActiveCollab modules
- Archive a CompanyArchives a company, making it inactive and preserving its information for future reference or audit purposes.
- Archive a UserArchives a user in the system.
- Cancel an InvoiceCancels an existing invoice in the system.
- Create a CompanyCreates a new company record.
- Create a PaymentCreates a payment in the system.
- Create a ProjectCreates a new project in the specified service.
- Create a UserCreates a new user in the system.
- Create an InvoiceCreates an invoice in the system.
- Delete a PaymentDeletes a payment from the system.
- Delete a UserDeletes a user from the database.
- Delete an InvoiceDeletes a specific invoice from the service.
- Duplicate an InvoiceDuplicates an existing invoice within the system.
- Export an InvoiceExports an invoice in PDF format.
- Export Invoice ReportExports an invoice report to the specified format or location.
- Get a CompanyRetrieves details of a specific company.
- Get a ProjectRetrieves information about a specific project.
- Get a UserRetrieves a user from the service by user ID.
- Get an InvoiceRetrieves the details of a specific invoice from the service.
- Get Invoice Private NotesRetrieves private notes associated with a specific invoice.
- List Archived InvoicesRetrieves a list of archived invoices.
- List CompaniesRetrieves a list of all companies.
- List CompaniesRetrieves a list of companies from the service.
- List Company InvoicesRetrieves a list of invoices for a company.
- List InvoicesRetrieves a list of invoices from the service.
- List PaymentsRetrieves a list of payments.
- List ProjectsRetrieves a list of projects.
- List UsersRetrieves a list of all users.
- List UsersRetrieves a list of users from the service.
- Make an API CallMakes an arbitrary API call.
- Remove a Client from a ProjectRemoves a specified client from an existing project.
- Run Invoice ReportGenerates an invoice report based on the specified criteria.
- Send an InvoiceSends an invoice to a specified recipient.
- Trash a CompanyDeletes a company record from the database.
- Update a PaymentUpdates a payment with the specified details.
- Update a ProjectUpdates a project with new details or changes in the service.
- Update a UserUpdates a user's profile information.
- Update an InvoiceUpdates an invoice with new details or information.
- Watch CompaniesTriggers when a new company is added or an existing company is updated.
- Watch InvoicesTriggers when an invoice is created or updated.
- Watch PaymentsTriggers when a payment is made or updated.
- Watch ProjectsTriggers when a new project is created or updated.
- Watch UsersTriggers when a user event occurs.
Planerio modules
- Create a TimestampCreates a clock-in or clock-out event for an employee.
- List AbsencesRetrieves employee absence periods such as vacation or sick leave within a specified date range.
- List BonusesRetrieves manually assigned payroll bonuses for employees for a given month and year, and does not include automatically calculated bonuses.
- List EmployeesRetrieves employee master data, including personal details, shift group assignments, work schedules, and organizational hierarchy.
- List Flexitime BalancesRetrieves flexitime balances for employees over a specified monthly range.
- List ShiftsRetrieves a list of shifts within a specified date range.
- List Staffing AvailabilityRetrieves a list of employees with their availability, working hours, qualifications, and assigned shift groups.
- List Staffing RequirementsRetrieves shift cards representing staffing requirements.
- List TimestampsRetrieves raw clock-in and clock-out events for employees within a specified date range.
- Make an API CallMakes additional API calls to Planerio.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with ActiveCollab and Planerio integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting ActiveCollab and Planerio.
Connect your ActiveCollab and Planerio accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when ActiveCollab's "Watch Companies" fires, WEXTL can "Create a Timestamp" in Planerio. ActiveCollab has 5 triggers (including Watch Companies, Watch Invoices, and Watch Payments); Planerio has 10 actions (including Create a Timestamp, List Absences, and List Bonuses). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. ActiveCollab-to-Planerio automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment ActiveCollab (or Planerio) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your ActiveCollab + Planerio automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the ActiveCollab and Planerio integration.
- ActiveCollab and Planerio integration source code, module specs and credentials implementation.
- Our ActiveCollab and Planerio integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for ActiveCollab and Planerio — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- ActiveCollab integration information
- Planerio integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library