What actions can I run in Planhat?

60 actions are available, including "Get a Conversation", "Get an Asset", and "Get an Invoice", 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.

Planhat Integrations

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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 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.
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.
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 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 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 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 an AssetDeletes an existing asset.
Delete an InvoiceDeletes an invoice using its Planhat Invoice ID.
Delete an IssueDeletes an existing issue.
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.
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 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 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 TimesheetUpdates an existing timesheet.

When to use Planhat

Common scenarios where Planhat automation saves time and reduces manual work.

Use Planhat's "Watch Assets" trigger to react the instant an event occurs and push data into connected tools.
Automate "Get an Asset" in Planhat as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Include "Watch Dimension Data" from Planhat in larger multi-tool workflows to move data end-to-end without hand-offs.

Use in workflow automation

Start from Planhat’s Watch Time Entries trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Duplicate Time Entry 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 69 ready-made steps for CRM work, and every run records what went in and what came back.

Planhat workflow on the canvas: Watch Time Entries then Create a Duplicate Time Entry

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. Use them to start workflows the moment Planhat events fire — no polling required.

Use in workflow automation

Start from Planhat’s Watch Time Entries trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Duplicate Time Entry 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 69 ready-made steps for CRM work, and every run records what went in and what came back.

Planhat Integrations

When to use Planhat

Use in workflow automation

Frequently asked questions

Planhat Integrations

When to use Planhat

Connect Planhat to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Planhat to any app in workflows

Connect Planhat to any app in workflows

Connect Planhat to any app in workflows

Planhat Integrations

Planhat triggers and actions

When to use Planhat

Use in workflow automation

Frequently asked questions

What triggers does Planhat support?

What actions can I run in Planhat?

Do I need to write code to automate this?

Is the integration secure?

Planhat Integrations

Planhat triggers and actions

When to use Planhat

Connect Planhat to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Planhat support?

What actions can I run in Planhat?

Do I need to write code to automate this?

Is the integration secure?

Connect Planhat to any app in workflows

Connect Planhat to any app in workflows

Connect Planhat to any app in workflows