STEP 1
Connect FieldPulse and Inventory Planner
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
FieldPulse and Inventory Planner Integration
Build project management workflows between FieldPulse and Inventory Planner 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 FieldPulse and Inventory Planner
Detailed info you need to know about FieldPulse and Inventory Planner integrations in WEXTL. Explore which modules apps support and how you connect them.
FieldPulse
Field service management platform for scheduling jobs, dispatching technicians, and managing customers. [5]
Inventory Planner
Inventory forecasting and purchasing planner for stock levels and purchase orders. [6]
How to connect FieldPulse to Inventory Planner
Set up your FieldPulse and Inventory Planner integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected FieldPulse and Inventory Planner 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 FieldPulse and Inventory Planner. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between FieldPulse and Inventory Planner work in WEXTL?
WEXTL exposes actions and triggers for FieldPulse and Inventory Planner 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.
FieldPulse triggersInventory Planner actions
FieldPulse modules
- Create a CustomerCreates a new customer.
- Create a JobCreates a new job.
- Delete a CustomerDeletes an existing customer.
- Delete a JobDeletes a single job.
- Get a CustomerRetrieves a single customer.
- Get a JobRetrieves details for a specific job.
- Make an API CallPerforms an arbitrary authorized API call.
- Search CustomersSearches for customers.
- Search JobsSearches for jobs.
- Update a CustomerUpdates a single customer's details.
- Update a JobUpdates the details of an existing job.
- Watch CustomersTriggers when a new customer is created.
- Watch New JobsTriggers when a job has been created with a specified status.
- Watch Updated JobsTriggers when a job has been updated with a specified status.
Inventory Planner modules
- Create a Purchase OrderCreates a new purchase order.
- Get a Purchase OrderRetrieves a single purchase order.
- List Order Stock UpdatesRetrieve stock updates available for push-to-destination connection.
- List Purchase Order ItemsRetrieves list of items for a single purchase order.
- Make API CallPerforms an arbitrary authorized API call.
- Push Order Stock UpdatesPushes stock updates to order destination connection.
- Search Purchase OrdersSearches for purchase orders.
- Update a Purchase OrderUpdates a single purchase order.
- Watch New Purchase OrdersTriggers when a new purchase order is created.
- Watch Updated Purchase OrdersTriggers when a purchase order is updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with FieldPulse and Inventory Planner integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting FieldPulse and Inventory Planner.
Connect your FieldPulse and Inventory Planner 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 FieldPulse's "Watch Customers" fires, WEXTL can "Create a Purchase Order" in Inventory Planner. FieldPulse has 3 triggers (including Watch Customers, Watch New Jobs, and Watch Updated Jobs); Inventory Planner has 8 actions (including Create a Purchase Order, Get a Purchase Order, and List Order Stock Updates). 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. FieldPulse-to-Inventory Planner 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 FieldPulse (or Inventory Planner) 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 FieldPulse + Inventory Planner 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 FieldPulse and Inventory Planner integration.
- FieldPulse and Inventory Planner integration source code, module specs and credentials implementation.
- Our FieldPulse and Inventory Planner integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for FieldPulse and Inventory Planner — 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.
- FieldPulse integration information
- Inventory Planner integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library