STEP 1
Connect FieldPulse 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.
FieldPulse and Planerio Integration
Connect FieldPulse and Planerio to automate project management 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about FieldPulse and Planerio
Detailed info you need to know about FieldPulse and Planerio 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]
How to connect FieldPulse to Planerio
Set up your FieldPulse and Planerio integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected FieldPulse 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 FieldPulse and Planerio. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between FieldPulse and Planerio work in WEXTL?
WEXTL exposes actions and triggers for FieldPulse 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.
FieldPulse triggersPlanerio 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.
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 FieldPulse and Planerio.
Connect your FieldPulse 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 FieldPulse's "Watch Customers" fires, WEXTL can "Create a Timestamp" in Planerio. FieldPulse has 3 triggers (including Watch Customers, Watch New Jobs, and Watch Updated Jobs); 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. FieldPulse-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 FieldPulse (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 FieldPulse + 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 FieldPulse and Planerio integration.
- FieldPulse and Planerio integration source code, module specs and credentials implementation.
- Our FieldPulse and Planerio integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for FieldPulse 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.
- FieldPulse integration information
- Planerio integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library