Planhat Integration

Customer success platform for subscription businesses. Turn Planhat record changes into automated workflows for sales and customer teams. Start with Watch Assets, then connect actions such as Get a Conversation and Get a Note to what happens next.

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Supported triggers and actions for Planhat integration

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

Watch AssetsTriggers when there are changes to assets.
Watch ConversationsTriggers when a conversation is changed.
Watch Dimension DataTriggers when dimension data changes.
Watch IssuesTriggers when an issue changes.
Watch TasksTriggers when tasks change.
Watch TicketsTriggers when ticket changes are detected.
Watch Time EntriesTriggers when a new time entry is detected.
Watch TimesheetsTriggers when there are changes to timesheets.
Watch UsersTriggers when there are changes to a user.
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.
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.
Make an API CallPerforms an arbitrarily authorized API call.
Update a ConversationUpdates an existing conversation using its Planhat ID, external ID, or source ID.
Update a NoteUpdates an existing note.
Update a TaskUpdates an existing task.
Update a Time EntryUpdates an existing time entry.
Update a UserUpdates an existing user.
Update an AssetUpdates an existing asset.
Update an InvoiceUpdates an existing invoice using its Planhat ID, external ID, or source ID.
Update an IssueUpdates an existing issue in a Planhat account.
Update TimesheetUpdates an existing timesheet.

How to integrate Planhat in automation workflow?

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

STEP 1

Select Planhat in workflow

Pick Planhat app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Planhat

When prompted, authorize access to Planhat in WEXTL once. Planhat credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Planhat account. Approve?

STEP 3

Build a workflow

Build your workflow with Planhat yourself or with WEXTL® AI Builder. Connect Planhat to any available integrations [5], or use HTTP node to go beyond them.

Planhat

How Planhat connects and integrates with WEXTL

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

Full Planhat API documentation

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

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

Field	Type	Help
API TokenRequired	password	To generate an API Access Token, log in to Planhat and navigate to App Center → Private Apps (Service Accounts). Create a new Private App and generate an API Access Token. Ensure the token has the appropriate read and/or write permissions for the resources you plan to use.
Tenant UUIDRequired	text	Your Tenant UUID can be found in Planhat under Developer → Tokens.

Connect Planhat to popular apps on WEXTL

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

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

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

Planhat on WEXTL has 69 modules for combining crm automations. Explore Planhat documentation for more.

Video slide demonstrates how Watch Time Entries and Create a Duplicate Time Entry nodes are used in Planhat workflow.

Video slide demonstrates how Watch Time Entries and Create a Duplicate Time Entry [6] nodes are used in Planhat workflow.

Frequently asked questions

Common questions about automating Planhat in your workflows.

Planhat has 9 triggers, including "Watch Assets", "Watch Conversations", and "Watch Dimension Data", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 60 actions, including "Get a Conversation", "Get a Note", and "Get a Task", and more. Refer to our Planhat 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 Planhat integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Planhat official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Planhat 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 Planhat 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 Planhat 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 Planhat 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 Planhat integration.

Planhat integration source code, module specs and credentials implementation.
Internal Planhat integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Planhat 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® Planhat App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Planhat Integration

Supported triggers and actions for Planhat integration