STEP 1
Connect GlueUp 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.
GlueUp and Planhat Integration
Build crm workflows between GlueUp and Planhat 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 GlueUp and Planhat
Detailed info you need to know about GlueUp and Planhat integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect GlueUp to Planhat
Set up your GlueUp and Planhat integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected GlueUp 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 GlueUp and Planhat. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between GlueUp and Planhat work in WEXTL?
WEXTL exposes actions and triggers for GlueUp 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.
GlueUp triggersPlanhat actions
GlueUp modules
- Create a UserCreates a new user in the system.
- Get a Company MembershipRetrieves a company membership by ID.
- Get a Company Membership Directory ListRetrieves a company membership directory list.
- Get a Default Individual Application FormRetrieves the default individual application form.
- Get a Finance InvoiceRetrieves a finance invoice from the service.
- Get a Membership Industry ListRetrieves a list of membership industries.
- Get a Membership MemberRetrieves details of a membership member.
- Get a Membership Member Directory ListRetrieves a membership member directory list.
- Get a User SnapshotRetrieves a snapshot of a user.
- Get All Application FormsRetrieves all individual application forms.
- Get All Company Application Form FieldsRetrieves all company application form fields.
- Get All Individual Application Form FieldsRetrieves all individual application form fields.
- Get an Event ListRetrieves a list of events from the service.
- Get an Individual MembershipRetrieves details of an individual membership.
- Get Application FormsRetrieves all company application forms.
- Get Basic Company Membership Directory ListRetrieves a basic company membership directory list.
- Get Basic Membership Member Directory ListRetrieves the basic membership member directory list.
- Get Default Company Application FormRetrieves the default company application form.
- Get Finance InvoicesRetrieves finance invoices from the system.
- Get Individual Membership Directory ListRetrieves an individual membership directory list.
- Get Membership Directory SettingsRetrieves membership directory settings from the specified service.
- Get Membership ListRetrieves a list of memberships from a specific source.
- Get Membership TypesRetrieves membership types from the service.
- Get User EventsRetrieves events associated with a user.
- Get User SubscriptionsRetrieves user subscriptions.
- List Events by StatusRetrieves a list of events filtered by their status.
- Make an API CallPerforms an arbitrary authorized API call.
- Subscribe a User to SubjectsSubscribes a user to specified subjects.
- Subscribe User to an OrganizationSubscribes a user to an organization.
- Watch Application FormTriggers when the default company application form is accessed or modified.
- Watch Application Form FieldsTriggers when a company application form field is updated.
- Watch Company Membership DirectoryTriggers when there is an update in the company membership directory.
- Watch Default Individual Application FormTriggers when a default individual application form is completed.
- Watch Event ListTriggers when a new event is added to the list.
- Watch Individual Application Form FieldsTriggers when there is a change in individual application form fields.
- Watch Individual Membership Directory ListTriggers when the individual membership directory list is updated or changed.
- Watch Invoice ListTriggers when a new invoice is added to the list.
- Watch Membership ListTriggers when there are changes to the membership list.
- Watch Membership TypesTriggers when a membership type is listed.
- Watch User EventsTriggers when a user event occurs.
- Watch User SubscriptionsTriggers when there is a change in user subscriptions.
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.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with GlueUp and Planhat integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting GlueUp and Planhat.
Connect your GlueUp 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 GlueUp's "Watch Application Form" fires, WEXTL can "Bulk Insert Metrics" in Planhat. GlueUp has 12 triggers (including Watch Application Form, Watch Application Form Fields, and Watch Company Membership Directory); 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. GlueUp-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 GlueUp (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 GlueUp + 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 GlueUp and Planhat integration.
- GlueUp and Planhat integration source code, module specs and credentials implementation.
- Our GlueUp and Planhat integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for GlueUp 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.
- GlueUp integration information
- Planhat integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library