STEP 1
Connect AroFlo 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.
AroFlo and Planerio Integration
Build project management workflows between AroFlo 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about AroFlo and Planerio
Detailed info you need to know about AroFlo and Planerio integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect AroFlo to Planerio
Set up your AroFlo and Planerio integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AroFlo 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 AroFlo and Planerio. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AroFlo and Planerio work in WEXTL?
WEXTL exposes actions and triggers for AroFlo 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.
AroFlo triggersPlanerio actions
AroFlo modules
- Add a Task MaterialAdds a material line to a task.
- Add a Task NoteAdds a note to a task.
- Add a Task ResourceAssigns a user or business unit to a task.
- Add a Work Order Line Item (v2)Adds a line item to a work order.
- Add Bill Line Items (v2)Adds line items to a bill.
- Add Bill Notes (v2)Adds notes to a bill.
- Add Invoice Line Items (v2)Adds line items to an invoice.
- Add Invoice Notes (v2)Adds notes to an invoice.
- Add Project Notes (v2)Adds notes to a project.
- Add Purchase Order Notes (v2)Adds notes to a purchase order.
- Add Quote Line Items (v2)Adds line items to a quote.
- Add Quote Notes (v2)Adds notes to a quote.
- Add RFQ Notes (v2)Adds notes to a request for quote.
- Add Task Notes (v2)Adds notes to a task.
- Add Work Order Notes (v2)Adds notes to a work order.
- Archive a Client ContactArchives a contact on a client.
- Archive a Supplier ContactArchives a supplier contact.
- Assign Task Resources (v2)Sets the users and assets assigned to a task.
- Convert Legacy IDs (v2)Converts legacy API ids into v2 ids.
- Create a BillCreates a bill.
- Create a Bill (v2)Creates a bill.
- Create a Bill Line ItemAdds a line item to a bill.
- Create a ClientCreates a client.
- Create a Client (v2)Creates a client.
- Create a Client ContactAdds a contact to a client.
- Create a Client Contact (v2)Creates a contact for a client.
- Create a Client LocationAdds a location to a client.
- Create a Client NoteAdds a note to a client.
- Create a Location (v2)Creates a location for a client.
- Create a Message TemplateCreates a message template.
- Create a Payment (v2)Records a payment.
- Create a PriorityCreates a priority.
- Create a Project (v2)Creates a project.
- Create a Purchase Order (v2)Creates a purchase order.
- Create a Quote (v2)Creates a quote.
- Create a Quote Takeoff (v2)Creates a takeoff on a quote.
- Create a ScheduleSchedules a task or event.
- Create a Schedule (v2)Schedules a task or event.
- Create a SupplierCreates a supplier.
- Create a Supplier (v2)Creates a supplier.
- Create a Supplier ContactAdds a contact to a supplier.
- Create a Supplier Contact (v2)Creates a contact for a supplier.
- Create a Supplier LocationAdds a location to a supplier.
- Create a TaskCreates a task.
- Create a Task (v2)Creates a task.
- Create a Task Labour (v2)Records labour on a task.
- Create a Task Material (v2)Records a material on a task.
- Create a UserCreates a user.
- Create a Work OrderCreates a work order.
- Create a Work Order (v2)Creates a work order.
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 AroFlo and Planerio.
Connect your AroFlo 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 AroFlo's "Watch Assets" fires, WEXTL can "Create a Timestamp" in Planerio. AroFlo has 11 triggers (including Watch Assets, Watch Bills, and Watch Clients); 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. AroFlo-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 AroFlo (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 AroFlo + 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 AroFlo and Planerio integration.
- AroFlo and Planerio integration source code, module specs and credentials implementation.
- Our AroFlo and Planerio integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AroFlo 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.
- AroFlo integration information
- Planerio integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library