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Planday Integration

Workforce scheduling and HR planning for frontline teams. Keep Planday people data consistent across the systems your organization relies on. Start from Watch Absence Requests and automatically continue with Get a Custom Property Attachment Value or Get a Position.
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Supported triggers and actions for Planday integration

Triggers can detect changes in Planday and run actions that can create, search or modify data inside Planday automatically [3] — exactly how you set them.

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    Watch Absence RequestsTriggers when a new absence request is created.
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    Watch Employee ShiftsTriggers when an employee shift is updated or created.
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    Watch EmployeesTriggers when an employee event occurs.
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    Watch PositionsTriggers when a new position is created or updated.
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    Watch RevenueTriggers when there is new revenue recorded.
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    Watch ShiftsTriggers when a new shift is created or updated.
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    Watch TransactionsTriggers when a new transaction is made.
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    Get a Custom Property Attachment ValueRetrieves the attachment value of a custom field (image).
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    Get a PositionRetrieves a position.
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    Get a ShiftRetrieves a shift.
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    Get Absence RequestsRetrieves absence requests.
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    Get Account TransactionsRetrieves account transactions.
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    Get an Absence Request DraftRetrieves an absence request draft from the service.
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    Get an EmployeeRetrieves an employee.
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    Get Available PositionsRetrieves available positions.
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    Get Available ShiftsRetrieves available shifts.
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    Get Break AccessRetrieves break access for a punch clock shift.
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    Get BreaksRetrieves all breaks on a punch clock record.
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    Get Daily BudgetsRetrieves daily budgets from a specified source.
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    Get Employee ShiftsRetrieves employee shifts for today.

How to integrate Planday in automation workflow?

3 simple steps to make your Planday connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How Planday connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Planday app is called in workflows. That allows your hr automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Planday supports.

The following table illustrates what fields Planday integration require during authorization flow inside our workflow builder [4].

Demonstration of Planday connection step inside WEXTL Workflow Builder [4].

FieldTypeHelp
Application IDRequired
text

This is your Application ID. To generate this, login to planday and navigate to Settings > Integrations > API Access. When setting application credentials on Planday website, use the following redirect uri: the Callback URL shown in this connection form.

Connect Planday to popular apps on WEXTL

Enter a name of the other app you want to sync with Planday below. Click on selected app to explore integration options with Planday. 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 Planday integration

Select Watch Employee Shifts trigger from Planday - this will be a starting point in your automation. Whenever event happens in Planday, workflow will start [7] from Watch Employee Shifts node.

Search for Create a Shift, connect it as the next step of integration sequence. You can use filters between Watch Employee Shifts and Create a Shift, so only important data pass from Watch Employee Shifts to the next step. WEXTL gives you full control over the process of Planday automation. All parts of workflow are visible on the canvas [4].

Planday on WEXTL has 56 modules for combining hr automations. Explore Planday documentation for more.

Video slide demonstrates how Watch Employee Shifts and Create a Shift nodes are used in Planday workflow.

Video slide demonstrates how Watch Employee Shifts and Create a Shift [6] nodes are used in Planday workflow.

Frequently asked questions

Common questions about automating Planday in your workflows.

Try Planday on WEXTL®

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References

List of sources used to gather information about the Planday integration.

  1. Planday integration source code, module specs and credentials implementation.
  2. Internal Planday integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official Planday vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® Planday App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation