STEP 1
Select Planerio in workflow
Pick Planerio app in the workflow builder [4] - just one click to select the app.
Planerio Integration
Resource and capacity planning for construction projects. Connect Planerio project activity to workflows that keep stakeholders and delivery tools up to date. Start from List Absences, then use List Bonuses or List Employees to move work forward.
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Supported triggers and actions for Planerio integration
Triggers can detect changes in Planerio and run actions that can create, search or modify data inside Planerio automatically [3] — exactly how you set them.
- 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.
- Create a TimestampCreates a clock-in or clock-out event for an employee.
- Make an API CallMakes additional API calls to Planerio.
How to integrate Planerio in automation workflow?
3 simple steps to make your Planerio connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Planerio
When prompted, authorize access to Planerio in WEXTL once. Planerio credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Planerio account. Approve?
STEP 3
Build a workflow
Build your workflow with Planerio yourself or with WEXTL® AI Builder. Connect Planerio to any available integrations [5], or use HTTP node to go beyond them.
Planerio
How Planerio connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Planerio 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 Planerio supports.
The following table illustrates what fields Planerio integration require during authorization flow inside our workflow builder [4].
Connect Planerio
Username*Text
••••••••
Password*Text
••••••••
Demonstration of Planerio connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
UsernameRequired | text | The technical login username provided by your Account Manager (e.g. REPORT04-YOURCOMPANY-1234567890). This is NOT your regular Planerio user login. |
PasswordRequired | password | The technical login password provided by your Account Manager. |
HostRequired | text | Your API gateway host, e.g. example.apigw.planer.io (without https://). Derived from your URL: replace 'planer.io' with 'apigw.planer.io'. |
Shift Group TokenRequired | password | The Shift Group Token (Schichtgruppen-Token) created in Admin > Settings > Planerio Interface. Controls which shift groups' data is accessible via this connection. |
Connect Planerio to popular apps on WEXTL
Enter a name of the other app you want to sync with Planerio below. Click on selected app to explore integration options with Planerio. 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 Planerio integration
Select List Absences action from Planerio - this will be a starting point in your automation. Whenever event happens in Planerio, workflow will start [7] from List Absences node.
Search for Create a Timestamp, connect it as the next step of integration sequence. You can use filters between List Absences and Create a Timestamp, so only important data pass from List Absences to the next step. WEXTL gives you full control over the process of Planerio automation. All parts of workflow are visible on the canvas [4].
Planerio on WEXTL has 10 modules for building project management automations. Explore Planerio documentation for more.
Video slide demonstrates how List Absences and Create a Timestamp [6] nodes are used in Planerio workflow.
Frequently asked questions
Common questions about automating Planerio in your workflows.
Planerio has no triggers, but it provides 10 actions including "List Absences", "List Bonuses", and "List Employees". Pair them with triggers from other apps to automate Planerio tasks.
Integration has 10 actions, including "List Absences", "List Bonuses", and "List Employees", and more. Refer to our Planerio 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 Planerio integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Planerio official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Planerio 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 Planerio 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 Planerio 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 Planerio 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 Planerio integration.
- Planerio integration source code, module specs and credentials implementation.
- Internal Planerio integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Planerio 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® Planerio App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation