Can Clientify trigger actions in Planhat, and Planhat in Clientify?

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.

Do I need to write code to integrate Clientify and Planhat?

No. Clientify-to-Planhat automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic.

Clientify + Planhat Integration

Build crm workflows between Clientify and Planhat on a visual canvas — map fields once and let data flow.

Example: when Clientify's "Watch Contacts" fires, WEXTL can "Bulk Insert Metrics" in Planhat. Clientify has 2 triggers (including Watch Contacts and Watch Deals); Planhat has 60 actions (including Bulk Insert Metrics, Bulk Upsert a Conversation, and Bulk Upsert Assets).

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Clientify triggersPlanhat actions

Clientify workflow triggers

Planhat workflow actions

Frequently asked questions

Common questions about connecting Clientify and Planhat.

Connect your Clientify 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.

ClientifyBrowse all Clientify triggers, actions, and integrations.

PlanhatBrowse all Planhat triggers, actions, and integrations.

Clientify + Planhat Integration

Frequently asked questions

How do I connect Clientify and Planhat?

What can I automate between Clientify and Planhat?

Can Clientify trigger actions in Planhat, and Planhat in Clientify?

Do I need to write code to integrate Clientify and Planhat?

Explore Clientify and Planhat, or get started

Clientify + Planhat Integration

Frequently asked questions

How do I connect Clientify and Planhat?

What can I automate between Clientify and Planhat?

Can Clientify trigger actions in Planhat, and Planhat in Clientify?

Do I need to write code to integrate Clientify and Planhat?

Explore Clientify and Planhat, or get started