Apollo and Planning Center Integration

Apollo icon
Planning Center icon
Apollo
Planning Center

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Build crm workflows between Apollo and Planning Center 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 Apollo and Planning Center

Detailed info you need to know about Apollo and Planning Center integrations in WEXTL. Explore which modules apps support and how you connect them.

Apollo

Apollo icon

CRM23 searches32 actionsManage Apollo contacts, accounts, sequences, tasks, and deals — search saved records, enroll prospects, and send outreach email. [5]

Planning Center

Planning Center icon

CRM1 trigger81 searches67 actionsChurch management software for people, services, giving, groups, and check-ins. [6]

How to connect Apollo to Planning Center

Set up your Apollo and Planning Center integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between Apollo and Planning Center work in WEXTL?

WEXTL exposes actions and triggers for Apollo and Planning Center 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.

Planning Center triggersApollo actions

Planning Center modules
  • Planning Center icon
    Accept a ScheduleAccepts a scheduling request for a person.
  • Planning Center icon
    Add a Custom Field Value to a PersonSets a custom field value on a person.
  • Planning Center icon
    Add a Member to a GroupAdds a person to a group.
  • Planning Center icon
    Add an Address to a PersonAdds a mailing address to a person.
  • Planning Center icon
    Add an Email to a PersonAdds an email address to a person.
  • Planning Center icon
    Add an Item to a PlanAdds an item such as a song or header to a service plan.
  • Planning Center icon
    Add a Note to a PlanAdds a note to a service plan.
  • Planning Center icon
    Add a Note to a Workflow CardAdds a note to a workflow card.
  • Planning Center icon
    Add a Person to a HouseholdAdds a person to a household.
  • Planning Center icon
    Add a Person to a WorkflowAdds a person to a follow-up workflow.
  • Planning Center icon
    Add a Phone Number to a PersonAdds a phone number to a person.
  • Planning Center icon
    Add a Team Member to a PlanSchedules a person on a service plan team.
  • Planning Center icon
    Add a Time to a PlanAdds a service or rehearsal time to a plan.
  • Planning Center icon
    Approve a Group ApplicationApproves a request to join a group.
  • Planning Center icon
    Commit a BatchCommits a donation batch so its donations are recorded.
  • Planning Center icon
    Create a BatchCreates a new donation batch.
  • Planning Center icon
    Create a BlockoutCreates a blockout date for a person.
  • Planning Center icon
    Create a DonationCreates a donation in a batch.
  • Planning Center icon
    Create a HouseholdCreates a new household.
  • Planning Center icon
    Create an EpisodeCreates a new sermon episode.
  • Planning Center icon
    Create a NoteCreates a note on a person.
  • Planning Center icon
    Create a PersonCreates a new person profile.
  • Planning Center icon
    Create a PlanCreates a new service plan.
  • Planning Center icon
    Create a PledgeCreates a pledge for a donor.
  • Planning Center icon
    Create a SongCreates a new song in your song library.
  • Planning Center icon
    Decline a ScheduleDeclines a scheduling request for a person.
  • Planning Center icon
    Delete a BatchDeletes an uncommitted donation batch.
  • Planning Center icon
    Delete a Custom Field ValueDeletes a custom field value from a person.
  • Planning Center icon
    Delete a DonationDeletes a donation from an uncommitted batch.
  • Planning Center icon
    Delete an AddressDeletes a mailing address from a person.
  • Planning Center icon
    Delete an EmailDeletes an email address from a person.
  • Planning Center icon
    Delete a NoteDeletes a note from a person.
  • Planning Center icon
    Delete a PersonDeletes a person profile.
  • Planning Center icon
    Delete a Phone NumberDeletes a phone number from a person.
  • Planning Center icon
    Delete a PlanDeletes a service plan.
  • Planning Center icon
    Delete a Plan ItemDeletes an item from a service plan.
  • Planning Center icon
    Delete a Workflow CardDeletes a workflow card.
  • Planning Center icon
    Get a BatchReturns a single donation batch.
  • Planning Center icon
    Get a Calendar EventReturns a single calendar event.
  • Planning Center icon
    Get a Check-InReturns a single check-in.
  • Planning Center icon
    Get a Check-In EventReturns a single check-in event.
  • Planning Center icon
    Get a DonationReturns a single donation.
  • Planning Center icon
    Get a FormReturns a single form.
  • Planning Center icon
    Get a Form SubmissionReturns a single form submission.
  • Planning Center icon
    Get a FundReturns a single giving fund.
  • Planning Center icon
    Get a GroupReturns a single group.
  • Planning Center icon
    Get a Group EventReturns a single group event.
  • Planning Center icon
    Get a ListReturns a single saved people list.
  • Planning Center icon
    Get an AttendeeReturns a single signup attendee.
  • Planning Center icon
    Get an EpisodeReturns a single sermon episode.
Apollo modules
  • Apollo icon
    Activate SequenceActivates a sequence so it can send.
  • Apollo icon
    Add Contacts to SequenceEnrolls contacts in a sequence.
  • Apollo icon
    Add Records to ListAdds records to one or more lists.
  • Apollo icon
    Archive SequenceArchives a sequence.
  • Apollo icon
    Bulk Create AccountsCreates many accounts in one request.
  • Apollo icon
    Bulk Create ContactsCreates many contacts in one request.
  • Apollo icon
    Bulk Create TasksCreates many tasks in one request.
  • Apollo icon
    Bulk Update AccountsUpdates many accounts in one request.
  • Apollo icon
    Bulk Update ContactsUpdates many contacts in one request.
  • Apollo icon
    Check Email Send StatusReturns the send status of an outreach email.
  • Apollo icon
    Check Email StatsReturns activity stats for an outreach email.
  • Apollo icon
    Complete TaskMarks a task as completed.
  • Apollo icon
    Create AccountCreates a new account.
  • Apollo icon
    Create ContactCreates a new contact.
  • Apollo icon
    Create DealCreates a new deal.
  • Apollo icon
    Create Email DraftCreates a draft outreach email.
  • Apollo icon
    Create ListCreates a new list.
  • Apollo icon
    Create SequenceCreates a new sequence.
  • Apollo icon
    Create TaskCreates a new task.
  • Apollo icon
    Deactivate SequenceDeactivates a running sequence.
  • Apollo icon
    Get AccountReturns a single account by ID.
  • Apollo icon
    Get ContactReturns a single contact by ID.
  • Apollo icon
    Get Contact Sequence ActivityReturns sequence activity for a contact.
  • Apollo icon
    Get Current UserReturns the profile for the authenticated user.
  • Apollo icon
    Get DealReturns a single deal by ID.
  • Apollo icon
    Get Email ContentReturns the content of an outreach email.
  • Apollo icon
    Get TaskReturns a single task by ID.
  • Apollo icon
    List Account StagesRetrieves account stages for the workspace.
  • Apollo icon
    List Contact StagesRetrieves contact stages for the workspace.
  • Apollo icon
    List DealsRetrieves deals in the workspace.
  • Apollo icon
    List Deal StagesRetrieves deal stages for the workspace.
  • Apollo icon
    List Email AccountsRetrieves connected email accounts.
  • Apollo icon
    List Email SchedulesRetrieves email schedules for sequences.
  • Apollo icon
    List ListsRetrieves lists in the workspace.
  • Apollo icon
    List NotesRetrieves notes linked to CRM records.
  • Apollo icon
    List UsersRetrieves users in the workspace.
  • Apollo icon
    Make an API CallPerforms an arbitrary authorized API call.
  • Apollo icon
    Remove Records from ListRemoves records from one or more lists.
  • Apollo icon
    Search AccountsRetrieves accounts that match the search filters.
  • Apollo icon
    Search ContactsRetrieves contacts that match the search filters.
  • Apollo icon
    Search Outreach EmailsRetrieves outreach emails that match the filters.
  • Apollo icon
    Search SequencesRetrieves sequences that match the search filters.
  • Apollo icon
    Search TasksRetrieves tasks that match the search filters.
  • Apollo icon
    Send Email NowSends an outreach email immediately.
  • Apollo icon
    Skip TaskMarks a task as skipped.
  • Apollo icon
    Update AccountUpdates an existing account.
  • Apollo icon
    Update Account OwnerUpdates the owner for multiple accounts.
  • Apollo icon
    Update ContactUpdates an existing contact.
  • Apollo icon
    Update Contact OwnerUpdates the owner for multiple contacts.
  • Apollo icon
    Update Contact Sequence StatusUpdates enrollment status for contacts in sequences.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Apollo and Planning Center integrations. Pick any from the list below if the current combination isn't the one you need.

Alternative integrations to Apollo [5]

Alternative integrations to Planning Center [6]

Try Apollo and Planning Center on WEXTL®

Claim your 3-day trial to build Apollo with Planning Center integration and access every WEXTL® feature.

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Frequently asked questions

Common questions about connecting Apollo and Planning Center.

References

List of sources used to gather information about the Apollo and Planning Center integration.

  1. Apollo and Planning Center integration source code, module specs and credentials implementation.
  2. Our Apollo and Planning Center integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Apollo and Planning Center — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Apollo integration information
  6. Planning Center integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

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