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Planhat Integrations
Customer success platform for subscription businesses. Connect Planhat to AI agents, automate workflows, and scale with confidence.
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.
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.
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