STEP 1
Select Inventory Planner in workflow
Pick Inventory Planner app in the workflow builder [4] - just one click to select the app.
Inventory Planner Integration
Inventory forecasting and purchasing planner for stock levels and purchase orders. Sync Inventory Planner tasks, statuses, and assignees with chat, CRM, and documentation tools. When Watch New Purchase Orders fires, automatically continue with Get a Purchase Order or List Order Stock Updates.
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Supported triggers and actions for Inventory Planner integration
Triggers can detect changes in Inventory Planner and run actions that can create, search or modify data inside Inventory Planner automatically [3] — exactly how you set them.
- Watch New Purchase OrdersTriggers when a new purchase order is created.
- Watch Updated Purchase OrdersTriggers when a purchase order is updated.
- 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.
- Search Purchase OrdersSearches for purchase orders.
- Create a Purchase OrderCreates a new purchase order.
- Make API CallPerforms an arbitrary authorized API call.
- Push Order Stock UpdatesPushes stock updates to order destination connection.
- Update a Purchase OrderUpdates a single purchase order.
How to integrate Inventory Planner in automation workflow?
3 simple steps to make your Inventory Planner connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Inventory Planner
When prompted, authorize access to Inventory Planner in WEXTL once. Inventory Planner credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Inventory Planner account. Approve?
STEP 3
Build a workflow
Build your workflow with Inventory Planner yourself or with WEXTL® AI Builder. Connect Inventory Planner to any available integrations [5], or use HTTP node to go beyond them.
Inventory Planner
How Inventory Planner connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Inventory Planner app is called in workflows. That allows your project management automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Inventory Planner supports.
The following table illustrates what fields Inventory Planner integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Inventory Planner is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
API KeyRequired | text | You can generate API key by the following instruction: - Go to |
Account IDRequired | text | — |
Connect Inventory Planner to popular apps on WEXTL
Enter a name of the other app you want to sync with Inventory Planner below. Click on selected app to explore integration options with Inventory Planner. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Inventory Planner integration
Select Watch New Purchase Orders trigger from Inventory Planner - this will be a starting point in your automation. Whenever event happens in Inventory Planner, workflow will start [7] from Watch New Purchase Orders node.
Search for Push Order Stock Updates, connect it as the next step of integration sequence. You can use filters between Watch New Purchase Orders and Push Order Stock Updates, so only important data pass from Watch New Purchase Orders to the next step. WEXTL gives you full control over the process of Inventory Planner automation. All parts of workflow are visible on the canvas [4].
Inventory Planner on WEXTL has 10 modules for building project management automations. Explore Inventory Planner documentation for more.
Video slide demonstrates how Watch New Purchase Orders and Push Order Stock Updates [6] nodes are used in Inventory Planner workflow.
Frequently asked questions
Common questions about automating Inventory Planner in your workflows.
Inventory Planner has 2 triggers, including "Watch New Purchase Orders" and "Watch Updated Purchase Orders". Triggers are start points of the workflow, and automations may start from them.
Integration has 8 actions, including "Get a Purchase Order", "List Order Stock Updates", and "List Purchase Order Items", and more. Refer to our Inventory Planner Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Inventory Planner integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Inventory Planner official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Inventory Planner provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Inventory Planner or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Inventory Planner inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Inventory Planner modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Inventory Planner integration.
- Inventory Planner integration source code, module specs and credentials implementation.
- Internal Inventory Planner integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Inventory Planner vendor API documentation — 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.
- WEXTL® Apps Library
- WEXTL® Inventory Planner App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation