STEP 1
Connect Agile CRM and Planhat
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Agile CRM and Planhat Integration
Keep Agile CRM and Planhat in sync by integrating their events and actions. When crm events happen in Agile CRM, update the Planhat automatically - without any line of code in visual workflow builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Agile CRM and Planhat
Detailed info you need to know about Agile CRM and Planhat integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Agile CRM to Planhat
Set up your Agile CRM and Planhat integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Agile CRM and Planhat 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 Agile CRM and Planhat. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Agile CRM and Planhat work in WEXTL?
WEXTL exposes actions and triggers for Agile CRM and Planhat 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.
Planhat triggersAgile CRM actions
Planhat modules
- Bulk Insert MetricsSends dimension data metrics to Planhat for companies, end users, assets, or projects.
- Bulk Upsert a ConversationCreates or updates a conversation in bulk.
- Bulk Upsert AssetsCreates or updates multiple assets in a single request.
- Bulk Upsert IssuesCreates or updates multiple issues in a single request. Each item must include the required fields for creation or at least one identifier for updates.
- Bulk Upsert NotesCreates or updates one or multiple notes in Planhat.
- Bulk Upsert TasksCreates or updates multiple tasks.
- Bulk Upsert TicketsCreates or updates multiple tickets in the system.
- Bulk Upsert Time EntryCreates or updates multiple time entries.
- Bulk Upsert TimesheetsCreates or updates timesheets.
- Bulk Upsert UsersCreates or updates multiple users.
- Create a ConversationCreates a new conversation in Planhat linked to a company.
- Create a Duplicate Time EntryCreates a duplicate time entry.
- Create a NoteCreates a note conversation associated with a company.
- Create a TaskCreates a new task.
- Create a Time EntryCreates a new time entry in the system for a specific user or task.
- Create a TimesheetCreates a new timesheet.
- Create a UserCreates a new user in the system.
- Create an AssetCreates a new asset in Planhat.
- Create an InvoiceCreates a new invoice linked to a company in Planhat.
- Create an IssueCreates a new issue in Planhat and optionally associates it with companies and end users.
- Create or Update Multiple InvoicesCreates or updates multiple invoices in a single request. Each item must include the required fields for creation or at least one identifier for updates.
- Delete a ConversationDeletes an existing conversation.
- Delete a NoteDeletes an existing note.
- Delete a TaskDeletes an existing task.
- Delete a TicketDeletes an existing ticket.
- Delete a Time EntryDeletes an existing time entry.
- Delete a TimesheetDeletes an existing timesheet.
- Delete a UserDeletes an existing user.
- Delete an AssetDeletes an existing asset.
- Delete an InvoiceDeletes an invoice using its Planhat Invoice ID.
- Delete an IssueDeletes an existing issue.
- Get a ConversationRetrieves a specific conversation using its Planhat ID or external ID.
- Get a NoteRetrieves a specific note.
- Get a TaskRetrieves a single task.
- Get a Time EntryRetrieves a specific time entry using its ID.
- Get a TimesheetRetrieves a timesheet by its specific ID.
- Get a UserRetrieves a single specific user.
- Get an AssetRetrieves a specific asset from Planhat using its Asset ID, external ID, or source ID.
- Get an InvoiceRetrieves a single invoice.
- Get an IssueRetrieves a specific issue using its Planhat ID or source ID.
- List AssetsRetrieves a list of assets from Planhat with optional filtering, sorting, and field selection.
- List ConversationsRetrieves a list of conversations with optional filtering, sorting, and field selection.
- List Dimension DataRetrieves all dimension data.
- List IssuesRetrieves all issues from a Planhat account.
- List NotesRetrieves all notes from a Planhat account.
- List TasksRetrieves all tasks.
- List TicketsRetrieves all tickets.
- List Time EntriesRetrieves all time entries.
- List TimesheetsRetrieves all timesheets.
- List UsersRetrieves all users.
Agile CRM modules
- Create CompanyCreates a new company.
- Create ContactCreates a new contact.
- Create DealCreates a new deal.
- Delete CompanyDeletes a company.
- Delete ContactDeletes a contact.
- Delete DealDeletes a deal.
- Get CompanyReturns a single company by ID.
- Get ContactReturns a single contact by ID.
- Get DealReturns a single deal by ID.
- List CompaniesRetrieves a paginated list of companies.
- List ContactsRetrieves a paginated list of contacts.
- List DealsRetrieves a paginated list of deals.
- Make an API CallPerforms an arbitrary authorized API call.
- Update CompanyPartially updates a company.
- Update ContactPartially updates a contact.
- Update DealPartially updates a deal.
Frequently asked questions
Common questions about connecting Agile CRM and Planhat.
Connect your Agile CRM and Planhat 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 Planhat's "Watch Assets" fires, WEXTL can "Create Company" in Agile CRM. Agile CRM has 16 actions (including Create Company, Create Contact, and Create Deal); Planhat has 60 actions (including Bulk Insert Metrics, Bulk Upsert a Conversation, and Bulk Upsert Assets). 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. Agile CRM-to-Planhat 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 Agile CRM (or Planhat) 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 Agile CRM + Planhat 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 Agile CRM and Planhat integration.
- Agile CRM and Planhat integration source code, module specs and credentials implementation.
- Our Agile CRM and Planhat integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Agile CRM and Planhat — 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.
- Agile CRM integration information
- Planhat integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library