STEP 1
Connect Axonaut 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.
Axonaut and Planhat Integration
Connect Axonaut and Planhat to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Axonaut and Planhat
Detailed info you need to know about Axonaut and Planhat integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Axonaut to Planhat
Set up your Axonaut and Planhat integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Axonaut 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 Axonaut and Planhat. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Axonaut and Planhat work in WEXTL?
WEXTL exposes actions and triggers for Axonaut 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.
Axonaut triggersPlanhat actions
Axonaut modules
- Add a Document to a CompanyAdds a document, by external URL, to a company.
- Create a CompanyCreates a new company (customer, prospect or supplier) with its address and employees.
- Create a Company AddressCreates a new address for a company.
- Create a Company CategoryCreates a new company category.
- Create a Delivery NoteCreates a new delivery note from an invoice, quotation or order.
- Create a PipelineCreates a new sales pipeline with its steps.
- Create a ProductCreates a new product with its price, tax rate and stock settings.
- Create a ProjectCreates a new project with its dates, workload and expected cost and revenue.
- Create a QuotationCreates a new quotation for a company with its products, dates and discounts.
- Create a SupplierCreates a new supplier with its address and tax details.
- Create a Supplier ContractCreates a new recurring supplier contract with its expenses.
- Create a TaskCreates a new task with its priority, dates and assigned workforce.
- Create a TicketCreates a new support ticket for a company.
- Create a Time TrackingLogs time spent by a workforce member on a project, task or ticket.
- Create an Accounting CodeCreates a new accounting code for sales or purchases.
- Create an EmployeeCreates a new employee (contact person) for a company.
- Create an EventCreates a new event, such as a call, meeting or email, linked to a company or opportunity.
- Create an ExpenseCreates a new expense linked to a supplier or workforce member.
- Create an Expense PaymentRecords a payment against an expense.
- Create an InvoiceCreates a new invoice for a company with its products, dates and discounts.
- Create an Invoice PaymentRecords a payment against an invoice.
- Create an OpportunityCreates a new sales opportunity in a pipeline step.
- Create an Order (Contract)Creates a new order (contract) for a company with its products and recurring invoicing options.
- Delete a CompanyDeletes a company by its ID.
- Delete a Company AddressDeletes a company address by its ID.
- Delete a ProjectDeletes a project by its ID.
- Delete a Supplier Delivery ReceiptDeletes a receipt of a supplier delivery.
- Delete a TaskDeletes a task by its ID.
- Delete a Time TrackingDeletes a time tracking by its ID.
- Delete an EmployeeDeletes an employee by its ID.
- Delete an OpportunityDeletes an opportunity by its ID.
- Download a Delivery NoteDownloads the PDF of a delivery note.
- Download a DocumentDownloads the file of a company document.
- Get a CompanyRetrieves a single company by its ID.
- Get a Delivery NoteRetrieves a single delivery note by its ID.
- Get a DocumentRetrieves a single document by its ID.
- Get a Miscellaneous OperationRetrieves a single miscellaneous operation by its ID.
- Get a ProductRetrieves a single product by its ID.
- Get a Product's StockRetrieves the current stock level of a product.
- Get a ProjectRetrieves a single project by its ID.
- Get a QuotationRetrieves a single quotation by its ID.
- Get a SupplierRetrieves a single supplier by its ID.
- Get a Supplier ContractRetrieves a single supplier contract by its ID.
- Get a Supplier DeliveryRetrieves a single supplier delivery by its ID.
- Get a TaskRetrieves a single task by its ID.
- Get a TicketRetrieves a single ticket by its ID.
- Get a WorkforceRetrieves a single workforce by its ID.
- Get an EmployeeRetrieves a single employee by its ID.
- Get an ExpenseRetrieves a single expense by its ID.
- Get an InvoiceRetrieves a single invoice by its ID.
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.
Frequently asked questions
Common questions about connecting Axonaut and Planhat.
Connect your Axonaut 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 Axonaut's "Watch Bank Accounts" fires, WEXTL can "Bulk Insert Metrics" in Planhat. Axonaut has 24 triggers (including Watch Bank Accounts, Watch Bank Transactions, and Watch Companies); 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. Axonaut-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 Axonaut (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 Axonaut + 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 Axonaut and Planhat integration.
- Axonaut and Planhat integration source code, module specs and credentials implementation.
- Our Axonaut and Planhat integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Axonaut 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.
- Axonaut integration information
- Planhat integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library