What actions can I run in Inventory Planner?

8 actions are available, including "Get a Purchase Order", "List Order Stock Updates", and "List Purchase Order Items", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Inventory Planner Integrations

Inventory forecasting and purchasing planner for stock levels and purchase orders. Sync Inventory Planner tasks, statuses, and assignees with chat, CRM, and docs.

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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.

When to use Inventory Planner

Common scenarios where Inventory Planner automation saves time and reduces manual work.

React to "Watch New Purchase Orders" in Inventory Planner in real time: route the event into CRM, chat, ticketing, or any connected service.
Use "List Order Stock Updates" as an automated action in Inventory Planner so records stay consistent whenever something changes elsewhere in your stack.
Layer "Get a Purchase Order" from Inventory Planner with filters, transforms, and AI steps to build automations that match your exact business logic.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Inventory Planner to WEXTL®

Field	Type	Help
API KeyRequired	text	You can generate API key by the following instruction: - Go to `Account > Settings > API` - Click `Generate key`.
Account IDRequired	text	—

Use in workflow automation

Start from Inventory Planner’s Watch New Purchase Orders trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Push Order Stock Updates as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 10 ready-made steps for project management work, and every run records what went in and what came back.

Inventory Planner workflow on the canvas: Watch New Purchase Orders then Push Order Stock Updates

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". Use them to start workflows the moment Inventory Planner events fire — no polling required.

Field

Type

Help

API KeyRequired

text

You can generate API key by the following instruction: - Go to Account > Settings > API - Click Generate key.

Account IDRequired

text

—

Use in workflow automation

Start from Inventory Planner’s Watch New Purchase Orders trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Push Order Stock Updates as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 10 ready-made steps for project management work, and every run records what went in and what came back.

Inventory Planner Integrations

When to use Inventory Planner

How to connect

Use in workflow automation

Frequently asked questions

Inventory Planner Integrations

When to use Inventory Planner

How to connect

Connect Inventory Planner to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Inventory Planner to any app in workflows

Connect Inventory Planner to any app in workflows

Connect Inventory Planner to any app in workflows

Inventory Planner Integrations

Inventory Planner triggers and actions

When to use Inventory Planner

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Inventory Planner support?

What actions can I run in Inventory Planner?

Do I need to write code to automate this?

Is the integration secure?

Inventory Planner Integrations

Inventory Planner triggers and actions

When to use Inventory Planner

How to connect

Connect Inventory Planner to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Inventory Planner support?

What actions can I run in Inventory Planner?

Do I need to write code to automate this?

Is the integration secure?

Connect Inventory Planner to any app in workflows

Connect Inventory Planner to any app in workflows

Connect Inventory Planner to any app in workflows