STEP 1
Connect Airtop 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.
Airtop and Planhat Integration
Wire Airtop's ai events straight into Planhat's crm actions on the WEXTL® visual canvas. Handoffs between your ai and crm tools stay automatic - drag the nodes, map the fields once, and let AI carry the rest. 3-step setup, no code, no engineering ticket.
3-day trialCancel anytimeUp to 10 minutes quick set up
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Learn about Airtop and Planhat
Detailed info you need to know about Airtop and Planhat integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Airtop to Planhat
Set up your Airtop and Planhat integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Airtop 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 Airtop and Planhat. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Airtop and Planhat work in WEXTL?
WEXTL exposes actions and triggers for Airtop 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 triggersAirtop 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.
Airtop modules
- ClickClicks an element described in natural language.
- Create a FileRegisters and uploads a file via pre-signed URL.
- Create SessionCreates a new cloud browser session.
- Create WindowOpens a new browser window in a session.
- Delete SessionEnds a cloud browser session.
- Get a FileReturns file metadata including a download URL.
- Get SessionReturns a single session by ID.
- Get WindowReturns window info for a session tab.
- HoverHovers over an element.
- List FilesRetrieves uploaded files.
- List SessionsRetrieves cloud browser sessions.
- Load a URLNavigates a window to a URL.
- Make an API CallPerforms an arbitrary authorized API call.
- Push File to SessionAttaches an uploaded file to a session.
- Scrape ContentExtracts content from the current page.
- ScrollScrolls the page in a window.
- Take a ScreenshotCaptures a screenshot of the current page.
- Type TextTypes text into an element.
- Update Automation DescriptionUpdates an automation description.
Frequently asked questions
Common questions about connecting Airtop and Planhat.
Connect your Airtop 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 "Click" in Airtop. Airtop has 19 actions (including Click, Create a File, and Create Session); 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. Airtop-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 Airtop (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 Airtop + 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 Airtop and Planhat integration.
- Airtop and Planhat integration source code, module specs and credentials implementation.
- Our Airtop and Planhat integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Airtop 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.
- Airtop integration information
- Planhat integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library