STEP 1
Connect Arcsite 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.
Arcsite and Planerio Integration
Keep Arcsite and Planerio in sync by integrating their events and actions. When project management events happen in Arcsite, update the Planerio automatically - without any line of code in visual workflow builder.
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Learn about Arcsite and Planerio
Detailed info you need to know about Arcsite and Planerio integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Arcsite to Planerio
Set up your Arcsite and Planerio integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Arcsite 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 Arcsite and Planerio. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Arcsite and Planerio work in WEXTL?
WEXTL exposes actions and triggers for Arcsite 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.
Arcsite triggersPlanerio actions
Arcsite modules
- Add Collaborators to a ProjectAdds collaborators to a specific project.
- Archive a ProjectArchives a project to remove it from the active list.
- Create a ProjectCreates a new project in the system.
- Export a Proposal PDFExports a proposal in PDF format.
- Get a DrawingRetrieves a drawing from the service.
- Get a ProjectRetrieves a project by its ID.
- Get ProductsRetrieves details for products.
- Get Project DrawingsRetrieves details for project Drawings.
- Get ProjectsRetrieves all projects from the service.
- Get Proposal Line ItemsRetrieves details for proposal Line Items.
- Get Proposal TemplatesRetrieves details for proposal Templates.
- Get Takeoff Line ItemsRetrieves details for takeoff Line Items.
- Import a PDFImports a PDF file into the system for further processing or storage.
- Make an API CallPerforms an arbitrary authorized API call.
- Unarchive a ProjectRestores a project from the archive back to its original state.
- Update a ProjectUpdates a project with new information or changes.
- Watch EventsTriggers when a new 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.
Frequently asked questions
Common questions about connecting Arcsite and Planerio.
Connect your Arcsite 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 Arcsite's "Watch Events" fires, WEXTL can "Create a Timestamp" in Planerio. Arcsite has 1 trigger (including Watch Events); 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. Arcsite-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 Arcsite (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 Arcsite + 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 Arcsite and Planerio integration.
- Arcsite and Planerio integration source code, module specs and credentials implementation.
- Our Arcsite and Planerio integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Arcsite 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.
- Arcsite integration information
- Planerio integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library