Requirements
Before you set up the credential, make sure you have an active Planhat account and an API access token from your account settings ready.[3]
Get your Planhat credentials
- API TokenpasswordRequired
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.
[1] - Tenant UUIDtextRequired
Your Tenant UUID can be found in Planhat under Developer → Tokens.
[1]
Connect Planhat in WEXTL
- Log in to your WEXTL account, add the Planhat node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Planhat account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Planhat node modules
The list below is a reference of every Planhat node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Each Planhat node module below opens to reveal its input parameters, outputs, and connection requirements.
Watch AssetsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Asset ID | text |
| Company ID | text |
| Name | text |
Watch ConversationsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Date | date |
| User ids | array |
| Has more | boolean |
| Is custom type | boolean |
| Subject | text |
| Snippet | text |
| ID | text |
| Type | text |
| Tags | array |
| Create date | date |
| Company ID | text |
| Company name | text |
| Users | array |
| Endusers | array |
| Assignee name | text |
| Activity tags | array |
| Has attachments | boolean |
4other output fields
Watch Dimension DataTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Dimension ID | text |
| Time | date |
| Value | number |
| Model | text |
| Parent ID | text |
| Company ID | text |
| Company name | text |
Watch IssuesTrigger
Output fields[3]
| Field | Type |
|---|---|
| Issue ID | text |
| Company ids | array |
| Title | text |
| Status | text |
Watch TasksTrigger
Output fields[3]
| Field | Type |
|---|---|
| Task ID | text |
| Main type | text |
| No specific time | boolean |
| Shared | boolean |
| Overdue notified | boolean |
| Activity tags | array |
| Is archived | boolean |
| Owner ID | text |
| Company ID | text |
| Company name | text |
| Created at | date |
| Updated at | date |
| Start time | text |
| Action | text |
| Owner name | text |
| Endusers | array |
| Users | array |
6other output fields
Watch TicketsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Ticket ID | text |
| External ID | text |
| Type | text |
| Source | text |
| Sub type | text |
| Subject | text |
| Snippet | text |
| text | |
| Status | text |
| History | array |
| URL | text |
| Create date | date |
| Update date | date |
| Date | date |
| Days | number |
| Time bucket | array |
| Company ID | text |
14other output fields
Watch Time EntriesTrigger
Output fields[3]
| Field | Type |
|---|---|
| Time Entry ID | text |
| Hours | number |
| Date | date |
Watch TimesheetsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Timesheet ID | text |
| Date from | number |
| Date to | number |
Watch UsersTrigger
Output fields[3]
| Field | Type |
|---|---|
| User ID | text |
| Nick name | text |
| Image | object |
| Path | text |
| Radar one line | boolean |
| Task filter | text |
| Compressed view | boolean |
| Is hidden | boolean |
| Create date | date |
| Last name | text |
| First name | text |
| v | number |
| Daily digest | boolean |
| Follower update | boolean |
| Permissions | object |
| Admin | boolean |
| Change owner | boolean |
| Only my portfolio | boolean |
| Developer | boolean |
| Rev report period type | text |
| In app notifications | boolean |
23other output fields
Get a ConversationAction
Input fields[3]
| Field | Type |
|---|---|
Identifier TypeRequired | choice |
| Conversation | choice |
| External or Source ID | text |
Output fields[3]
| Field | Type |
|---|---|
| Starred | boolean |
| Pinned | boolean |
| Auto tags | array |
| Activity tags | array |
| Email template ids | array |
| Is open | boolean |
| Tags | array |
| Waits to be filtered | boolean |
| Time bucket | array |
| Archived | boolean |
| ID | text |
| Users | array |
| Date | date |
| Type | text |
| Company ID | text |
| Subject | text |
| Description | text |
12other output fields
Get a NoteAction
Input fields[3]
| Field | Type |
|---|---|
Note IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| Date | date |
| User ids | array |
| Is custom type | boolean |
| Subject | text |
| Note ID | text |
| Type | text |
| Tags | array |
| Create date | date |
| Company ID | text |
| Company name | text |
| Users | array |
| Endusers | array |
| Assignee name | text |
| Activity tags | array |
| Has attachments | boolean |
| Is seen | boolean |
| Starred | boolean |
3other output fields
Get a TaskAction
Input fields[3]
| Field | Type |
|---|---|
Identifier TypeRequired | choice |
| Task | choice |
| Source ID | text |
Output fields[3]
| Field | Type |
|---|---|
| Main type | text |
| No specific time | boolean |
| Shared | boolean |
| Overdue notified | boolean |
| Activity tags | array |
| Is archived | boolean |
| Status | text |
| Task ID | text |
| Owner ID | text |
| Company ID | text |
| Start time | date |
| Repeat | text |
| Action | text |
| Description | text |
| Snippet | text |
| Company name | text |
| Endusers | array |
7other output fields
Get a Time EntryAction
Get a TimesheetAction
Get a UserAction
Input fields[3]
| Field | Type |
|---|---|
Identifier TypeRequired | choice |
| User | choice |
| External ID | text |
Output fields[3]
| Field | Type |
|---|---|
| User ID | text |
| Nick name | text |
| Image | object |
| Path | text |
| Radar one line | boolean |
| Task filter | text |
| Compressed view | boolean |
| Is hidden | boolean |
| Create date | date |
| Last name | text |
| First name | text |
| v | number |
| Daily digest | boolean |
| Follower update | boolean |
| Permissions | object |
| Admin | boolean |
| Change owner | boolean |
| Only my portfolio | boolean |
| Developer | boolean |
| Rev report period type | text |
| In app notifications | boolean |
23other output fields
Get an AssetAction
Input fields[3]
| Field | Type |
|---|---|
Identifier TypeRequired | choice |
| Asset | choice |
| External or Source ID | text |
Output fields[3]
| Field | Type |
|---|---|
| Asset ID | text |
| Company ID | text |
| Company name | text |
| Name | text |
| v | number |
| Custom | object |
| Comments | text |
| Main product | array |
| Days in phase | number |
| Nrr30 | number |
| T123 | text |
| Logins | number |
| Overall outlet health | number |
| Kary ff | text |
| External ID | text |
| Usage | object |
| 6053b 728fa 96fa 0262729a 3d | number |
| 6053ba 62ca 3eaf 023a 54d 268 | number |
Get an InvoiceAction
Input fields[3]
| Field | Type |
|---|---|
Identifier TypeRequired | choice |
| Invoice | choice |
| External or Source ID | text |
Output fields[3]
| Field | Type |
|---|---|
| Invoice ID | text |
| Invoice no | number |
| Amount total | number |
| Emails | array |
| Status | text |
| Due date | number |
| Invoice date | number |
| Currency | text |
| Line items | array |
| C ID | text |
| Custom | object |
| Sent date | date |
| Sent | boolean |
| C name | text |
| Updated at | date |
| v | number |
| Paid date | number |
Get an IssueAction
List AssetsSearch
List ConversationsSearch
Input fields[3]
| Field | Type |
|---|---|
| Company ID(s) | choice |
| Sort By | text |
| Select Fields | text |
| Maximum Results | number |
Output fields[3]
| Field | Type |
|---|---|
| Date | date |
| User ids | array |
| Has more | boolean |
| Is custom type | boolean |
| Subject | text |
| Snippet | text |
| ID | text |
| Type | text |
| Tags | array |
| Create date | date |
| Company ID | text |
| Company name | text |
| Users | array |
| Endusers | array |
| Assignee name | text |
| Activity tags | array |
| Has attachments | boolean |
4other output fields
List Dimension DataSearch
List IssuesSearch
List NotesSearch
Input fields[3]
| Field | Type |
|---|---|
| Company ID | choice |
| Sort By | text |
| Fields to Return | array |
| Maximum Results | number |
Output fields[3]
| Field | Type |
|---|---|
| Date | date |
| User ids | array |
| Has more | boolean |
| Is custom type | boolean |
| Subject | text |
| Snippet | text |
| ID | text |
| Type | text |
| Tags | array |
| Create date | date |
| Company ID | text |
| Company name | text |
| Users | array |
| Endusers | array |
| Assignee name | text |
| Activity tags | array |
| Has attachments | boolean |
4other output fields
List TasksAction
Input fields[3]
| Field | Type |
|---|---|
| Company IDs | choice |
| End User IDs | choice |
| Archived | boolean |
| Sort By | text |
| Fields to Return | array |
| Maximum Results | number |
Output fields[3]
| Field | Type |
|---|---|
| Task ID | text |
| Main type | text |
| No specific time | boolean |
| Shared | boolean |
| Overdue notified | boolean |
| Activity tags | array |
| Is archived | boolean |
| Owner ID | text |
| Company ID | text |
| Company name | text |
| Created at | date |
| Updated at | date |
| Start time | text |
| Action | text |
| Owner name | text |
| Endusers | array |
| Users | array |
6other output fields
List TicketsSearch
Input fields[3]
| Field | Type |
|---|---|
| Company IDs | choice |
StatusRequired | choice |
| text | |
| Search | text |
| Sort By | text |
| Fields to Return | array |
| Maximum Results | number |
Output fields[3]
| Field | Type |
|---|---|
| Ticket ID | text |
| External ID | text |
| Type | text |
| Source | text |
| Sub type | text |
| Subject | text |
| Snippet | text |
| text | |
| Status | text |
| History | array |
| URL | text |
| Create date | date |
| Update date | date |
| Date | date |
| Days | number |
| Time bucket | array |
| Company ID | text |
14other output fields
List Time EntriesSearch
List TimesheetsSearch
List UsersSearch
Input fields[3]
| Field | Type |
|---|---|
| Sort By | text |
| Fields to Return | array |
| Maximum Results | number |
Output fields[3]
| Field | Type |
|---|---|
| User ID | text |
| Nick name | text |
| Image | object |
| Path | text |
| Radar one line | boolean |
| Task filter | text |
| Compressed view | boolean |
| Is hidden | boolean |
| Create date | date |
| Last name | text |
| First name | text |
| v | number |
| Daily digest | boolean |
| Follower update | boolean |
| Permissions | object |
| Admin | boolean |
| Change owner | boolean |
| Only my portfolio | boolean |
| Developer | boolean |
| Rev report period type | text |
| In app notifications | boolean |
23other output fields
Bulk Insert MetricsAction
Bulk Upsert a ConversationAction
Input fields[3]
| Field | Type |
|---|---|
ConversationsRequired | array |
| Conversation ID | choice |
| External ID | text |
| Source ID | text |
| Company ID | choice |
| Conversation Date | date |
| Type | text |
| Subject | text |
| Description | text |
| Users | array |
| End Users | array |
Output fields[3]
| Field | Type |
|---|---|
| Created | number |
| Created errors | array |
| Inserts keys | array |
| Updated | number |
| Updated errors | array |
| Updates keys | array |
| Nonupdates | number |
| Modified | array |
| Upserted ids | array |
| Permission errors | array |
Bulk Upsert AssetsAction
Input fields[3]
| Field | Type |
|---|---|
AssetsRequired | array |
| Asset ID | choice |
| Source ID | text |
| External ID | text |
| Asset Name | text |
| Company ID | choice |
| Currency | text |
| Asset Value | number |
| Custom Fields | object |
Output fields[3]
| Field | Type |
|---|---|
| Created | number |
| Created errors | array |
| Inserts keys | array |
| Updated | number |
| Updated errors | array |
| Updates keys | array |
| Nonupdates | number |
| Modified | array |
| Upserted ids | array |
| Permission errors | array |
Bulk Upsert IssuesAction
Input fields[3]
| Field | Type |
|---|---|
IssuesRequired | array |
| Issue ID | choice |
| Source ID | text |
| Title | text |
| Description | text |
| Status | text |
| Priority | text |
| Archived | boolean |
| Company IDs | choice |
| End User IDs | choice |
| Conversation IDs | choice |
Output fields[3]
| Field | Type |
|---|---|
| Created | number |
| Created errors | array |
| Inserts keys | array |
| Updated | number |
| Updated errors | array |
| Updates keys | array |
| Nonupdates | number |
| Modified | array |
| Upserted ids | array |
| Permission errors | array |
Bulk Upsert NotesAction
Bulk Upsert TasksAction
Bulk Upsert TicketsAction
Bulk Upsert Time EntryAction
Bulk Upsert TimesheetsAction
Bulk Upsert UsersAction
Create a ConversationAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Users | array |
User IDRequired | choice |
| End Users | array |
End User IDRequired | choice |
| Conversation Date | date |
| Type | text |
| Subject | text |
| Description | text |
| Activity Tags | array |
TagRequired | text |
| Use Subject | boolean |
| Owner ID | text |
Output fields[3]
| Field | Type |
|---|---|
| Starred | boolean |
| Pinned | boolean |
| Auto tags | array |
| Activity tags | array |
| Email template ids | array |
| Is open | boolean |
| Tags | array |
| Waits to be filtered | boolean |
| Time bucket | array |
| Archived | boolean |
| ID | text |
| Users | array |
| Date | date |
| Type | text |
| Company ID | text |
| Subject | text |
| Description | text |
12other output fields
Create a Duplicate Time EntryAction
Create a NoteAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Subject | text |
| Description | text |
| Date | date |
| Users | array |
| User ID | choice |
| User Name | text |
| Is Owner | boolean |
| End Users | array |
| End User ID | choice |
| End User Name | text |
| Activity Tags | array |
| Tag ID | text |
| Custom Fields | object |
| Field Name | text |
| Field Value | text |
Output fields[3]
| Field | Type |
|---|---|
| Starred | boolean |
| Pinned | boolean |
| Auto tags | array |
| Activity tags | array |
| Email template ids | array |
| Is open | boolean |
| Tags | array |
| Waits to be filtered | boolean |
| Time bucket | array |
| Archived | boolean |
| Note ID | text |
| Users | array |
| Date | date |
| Type | text |
| Company ID | text |
| Subject | text |
| Description | text |
13other output fields
Create a TaskAction
Input fields[3]
| Field | Type |
|---|---|
CompanyRequired | choice |
| Task Owner | text |
| Start Time | date |
| End Time | date |
| Completion Date | date |
| Title | text |
| Description | text |
| Repeat | choice |
| Custom Repeat Interval (Days) | number |
| Task Type | text |
| Status | text |
| Tags | array |
| Archive Task | boolean |
| External Reference ID | text |
| Checklist Items | array |
| Formatted Content | text |
| Custom Fields | object |
| Field Name | text |
| Field Value | text |
Output fields[3]
| Field | Type |
|---|---|
| Main type | text |
| No specific time | boolean |
| Shared | boolean |
| Overdue notified | boolean |
| Activity tags | array |
| Is archived | boolean |
| Status | text |
| ID | text |
| Owner ID | text |
| Company ID | text |
| Start time | date |
| Repeat | text |
| Action | text |
| Description | text |
| Snippet | text |
| Company name | text |
| Endusers | array |
6other output fields
Create a Time EntryAction
Input fields[3]
| Field | Type |
|---|---|
DateRequired | date |
HoursRequired | number |
| Description | text |
| Company ID | choice |
| Time Off | boolean |
| Billable | boolean |
| Billing Code | text |
| Currency | text |
| Billable Rate | number |
| Cost Rate | number |
| Assigned Model | text |
| Assigned ID | text |
Output fields[3]
| Field | Type |
|---|---|
| Timesheet status | text |
| Assigned model | text |
| Time Entry ID | text |
| Hours | number |
| Date | date |
| Description | text |
| Path | array |
| Total billed | number |
| Total cost | number |
| Created at | date |
| Updated at | date |
| v | number |
Create a TimesheetAction
Create a UserAction
Input fields[3]
| Field | Type |
|---|---|
EmailRequired | text |
First NameRequired | text |
Last NameRequired | text |
Display NameRequired | text |
| Roles | array |
| External ID | text |
| Inactive | boolean |
| Hidden | boolean |
| Notifications Enabled | boolean |
| Timezone Offset | number |
| Managers | array |
| Teams | array |
| Available as Email Sender | boolean |
| Custom Fields | object |
Field NameRequired | text |
Field ValueRequired | text |
Output fields[3]
| Field | Type |
|---|---|
| Skipped getting started steps | object |
| boolean | |
| boolean | |
| Avatar | boolean |
| All | boolean |
| Team | boolean |
| Customers | boolean |
| Shared notifications prefs | object |
| Enabled | array |
| Disabled | array |
| Disabled events | array |
| Image | object |
| Path | text |
| First name | text |
| Last name | text |
| Is hidden | boolean |
| Removed | boolean |
| Inactive | boolean |
| Compressed view | boolean |
| Company filter | text |
| Task filter | text |
| Workflow filter | text |
| Play log disabled | boolean |
| Radar one line | boolean |
| Expanded folders | array |
| Usage report columns enabled | array |
| Company users enabled columns | array |
19other output fields
Create an AssetAction
Create an InvoiceAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Currency | text |
| Invoice Date | number |
| Due Date | number |
| Paid Date | number |
| Total Amount | number |
| External ID | text |
| Source ID | text |
| Line Items | array |
| Related ID | text |
| Sale ID | text |
| Product Name | text |
| Amount | number |
| Start Date | number |
| Custom Fields | object |
Field NameRequired | text |
Field ValueRequired | text |
Output fields[3]
| Field | Type |
|---|---|
| Invoice no | number |
| Amount total | number |
| Emails | array |
| Status | text |
| ID | text |
| Due date | date |
| Invoice date | date |
| Currency | text |
| Line items | array |
| C ID | text |
| Custom | object |
| Sent date | date |
| Sent | boolean |
| C name | text |
| Updated at | date |
| v | number |
Create an IssueAction
Input fields[3]
| Field | Type |
|---|---|
TitleRequired | text |
| Description | text |
| Company IDs | choice |
| End User IDs | choice |
| Status | text |
| Conversation IDs | choice |
| Source | text |
| Source URL | url |
| Source Id | text |
| Follower User IDs | choice |
| Custom Fields | object |
| Field Name | text |
| Field Value | text |
Output fields[3]
| Field | Type |
|---|---|
| Company matching value | array |
| Company ids | array |
| Enduser ids | array |
| Conversation ids | array |
| Archived | boolean |
| Issue ID | text |
| Title | text |
| Description | text |
| Status | text |
| Companies | array |
| Endusers | array |
| Updated at | date |
| Created at | date |
| v | number |
Create or Update Multiple InvoicesAction
Input fields[3]
| Field | Type |
|---|---|
InvoicesRequired | array |
| Invoice ID | choice |
| Source ID | text |
| External ID | text |
| Company ID | choice |
| Currency | text |
| Invoice Date | number |
| Due Date | number |
| Paid Date | number |
| Total Amount | number |
| Line Items | array |
Output fields[3]
| Field | Type |
|---|---|
| Created | number |
| Created errors | array |
| Inserts keys | array |
| Updated | number |
| Updated errors | array |
| Updates keys | array |
| Nonupdates | number |
| Modified | array |
| Upserted ids | array |
| Permission errors | array |
Delete a ConversationAction
Input fields[3]
| Field | Type |
|---|---|
| Conversation | choice |
Delete a NoteAction
Input fields[3]
| Field | Type |
|---|---|
Note IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| Starred | boolean |
| Pinned | boolean |
| Auto tags | array |
| Activity tags | array |
| Email template ids | array |
| Is open | boolean |
| Tags | array |
| Waits to be filtered | boolean |
| Time bucket | array |
| Archived | boolean |
| ID | text |
| Users | array |
| Date | date |
| Type | text |
| Company ID | text |
| Subject | text |
| Description | text |
7other output fields
Delete a TaskAction
Delete a TicketAction
Input fields[3]
| Field | Type |
|---|---|
Ticket IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| Starred | boolean |
| Pinned | boolean |
| Auto tags | array |
| Activity tags | array |
| Email template ids | array |
| Is open | boolean |
| Tags | array |
| Waits to be filtered | boolean |
| Time bucket | array |
| Archived | boolean |
| ID | text |
| External ID | text |
| Type | text |
| Source | text |
| Sub type | text |
| Subject | text |
| Snippet | text |
15other output fields
Delete a Time EntryAction
Delete a TimesheetAction
Delete a UserAction
Input fields[3]
| Field | Type |
|---|---|
User IDRequired | choice |
Delete an AssetAction
Delete an InvoiceAction
Delete an IssueAction
Make an API Calluniversal
Update a ConversationAction
Input fields[3]
| Field | Type |
|---|---|
Identifier TypeRequired | choice |
| Conversation | choice |
| External or Source ID | text |
| Subject | text |
| Description | text |
| Conversation Date | date |
| Type | text |
| Users | array |
User IDRequired | choice |
| End Users | array |
End User IDRequired | choice |
| Activity Tags | array |
TagRequired | text |
| Use Subject | boolean |
| Owner ID | text |
Output fields[3]
| Field | Type |
|---|---|
| Starred | boolean |
| Pinned | boolean |
| Auto tags | array |
| Activity tags | array |
| Email template ids | array |
| Is open | boolean |
| Tags | array |
| Waits to be filtered | boolean |
| Time bucket | array |
| Archived | boolean |
| ID | text |
| Users | array |
| Date | date |
| Type | text |
| Company ID | text |
| Subject | text |
| Description | text |
12other output fields
Update a NoteAction
Input fields[3]
| Field | Type |
|---|---|
Note IDRequired | choice |
| Company ID | choice |
| Subject | text |
| Description | text |
| Date | date |
| Users | array |
| User ID | choice |
| User Name | text |
| Is Owner | boolean |
| End Users | array |
| End User ID | choice |
| End User Name | text |
| Activity Tags | array |
| Tag ID | text |
| Custom Fields | object |
| Field Name | text |
| Field Value | text |
Output fields[3]
| Field | Type |
|---|---|
| Note ID | text |
| Starred | boolean |
| Pinned | boolean |
| Auto tags | array |
| Activity tags | array |
| Email template ids | array |
| Is open | boolean |
| Tags | array |
| Waits to be filtered | boolean |
| Time bucket | array |
| Archived | boolean |
| Users | array |
| Date | date |
| Type | text |
| Company ID | text |
| Subject | text |
| Description | text |
7other output fields
Update a TaskAction
Input fields[3]
| Field | Type |
|---|---|
Identifier TypeRequired | choice |
| Task | choice |
| Source ID | text |
| Task Owner | text |
| Company | choice |
| Start Time | date |
| End Time | date |
| Completion Date | date |
| Title | text |
| Description | text |
| Repeat | choice |
| Custom Repeat Interval (Days) | number |
| Task Type | text |
| Status | text |
| Tags | array |
| Archive Task | boolean |
| Source ID | text |
1other input field
Output fields[3]
| Field | Type |
|---|---|
| Main type | text |
| No specific time | boolean |
| Shared | boolean |
| Overdue notified | boolean |
| Activity tags | array |
| Is archived | boolean |
| Status | text |
| ID | text |
| Owner ID | text |
| Company ID | text |
| Start time | date |
| Repeat | text |
| Action | text |
| Description | text |
| Snippet | text |
| Company name | text |
| Endusers | array |
7other output fields
Update a Time EntryAction
Input fields[3]
| Field | Type |
|---|---|
Time Entry IDRequired | choice |
| Hours | number |
| Date | date |
| Description | text |
| Company ID | choice |
| Time Off | boolean |
| Billable | boolean |
| Billing Code | text |
| Currency | text |
| Billable Rate | number |
| Cost Rate | number |
| Assigned Model | text |
| Assigned ID | text |
Output fields[3]
| Field | Type |
|---|---|
| Time Entry ID | text |
| Timesheet status | text |
| Assigned model | text |
| Hours | number |
| Date | date |
| Description | text |
| Path | array |
| Total billed | number |
| Total cost | number |
| Created at | date |
| Updated at | date |
| v | number |
Update a UserAction
Input fields[3]
| Field | Type |
|---|---|
Identifier TypeRequired | choice |
| User | choice |
| External ID | text |
| text | |
| First Name | text |
| Last Name | text |
| Display Name | text |
| Roles | array |
| External ID | text |
| Inactive | boolean |
| Hidden | boolean |
| Notifications Enabled | boolean |
| Timezone Offset | number |
| Managers | array |
| Teams | array |
| Available as Email Sender | boolean |
| Custom Fields | object |
Field NameRequired | text |
Field ValueRequired | text |
Output fields[3]
| Field | Type |
|---|---|
| User ID | text |
| Skipped getting started steps | object |
| boolean | |
| boolean | |
| Avatar | boolean |
| All | boolean |
| Team | boolean |
| Customers | boolean |
| Shared notifications prefs | object |
| Enabled | array |
| Disabled | array |
| Disabled events | array |
| Image | object |
| Path | text |
| First name | text |
| Last name | text |
| Is hidden | boolean |
| Removed | boolean |
| Inactive | boolean |
| Compressed view | boolean |
| Company filter | text |
| Task filter | text |
| Workflow filter | text |
| Play log disabled | boolean |
| Radar one line | boolean |
| Expanded folders | array |
| Usage report columns enabled | array |
18other output fields
Update an AssetAction
Input fields[3]
| Field | Type |
|---|---|
Identifier TypeRequired | choice |
| Asset | choice |
| External or Source ID | text |
| Asset Name | text |
| Company ID | choice |
| External ID (New Value) | text |
| Source ID (New Value) | text |
| Serial Number | text |
| Asset Value | number |
| Currency | text |
| Install Date | date |
| Status | text |
| Owner ID | text |
| Custom Fields | object |
Field NameRequired | text |
Field ValueRequired | text |
Output fields[3]
| Field | Type |
|---|---|
| Asset ID | text |
| Company ID | text |
| Company name | text |
| Name | text |
| v | number |
| Custom | object |
| Comments | text |
| Main product | array |
| Days in phase | number |
| Nrr30 | number |
| T123 | text |
| Logins | number |
| Overall outlet health | number |
| Kary ff | text |
| External ID | text |
| Usage | object |
| 6053b 728fa 96fa 0262729a 3d | number |
| 6053ba 62ca 3eaf 023a 54d 268 | number |
Update an InvoiceAction
Input fields[3]
| Field | Type |
|---|---|
Identifier TypeRequired | choice |
| Invoice | choice |
| External or Source ID | text |
| Currency | text |
| Invoice Date | date |
| Due Date | date |
| Paid Date | date |
| Total Amount | number |
| Status | choice |
| Custom Fields | object |
Field NameRequired | text |
Field ValueRequired | text |
Output fields[3]
| Field | Type |
|---|---|
| Invoice ID | text |
| Invoice no | number |
| Amount total | number |
| Emails | array |
| Status | text |
| Due date | date |
| Invoice date | date |
| Currency | text |
| Line items | array |
| C ID | text |
| Custom | object |
| Sent date | date |
| Sent | boolean |
| C name | text |
| Updated at | date |
| v | number |
| Paid date | date |
Update an IssueAction
Input fields[3]
| Field | Type |
|---|---|
Identifier TypeRequired | choice |
| Issue | choice |
| Source ID | text |
| Title | text |
| Description | text |
| Status | text |
| Priority | text |
| Archived | boolean |
| Company IDs | array |
Company IDRequired | text |
| End User IDs | choice |
| Conversation IDs | choice |
| Source | text |
| Source URL | url |
| Follower User IDs | choice |
| Custom Fields | object |
Field NameRequired | text |
Field ValueRequired | text |
Output fields[3]
| Field | Type |
|---|---|
| Company matching value | array |
| Company ids | array |
| Enduser ids | array |
| Conversation ids | array |
| Archived | boolean |
| Issue ID | text |
| Title | text |
| Description | text |
| Status | text |
| Companies | array |
| Endusers | array |
| Updated at | date |
| Created at | date |
| v | number |
Templates
Look for Planhat templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Clientify[2]CRM and sales automation platform for managing contacts, deals, and customer communication.
- AxonautManage companies, quotations, invoices, opportunities, projects, tasks and products in Axonaut, the CRM and invoicing software for small businesses.
- ApolloManage Apollo contacts, accounts, sequences, tasks, and deals — search saved records, enroll prospects, and send outreach email.
- ApptivoAll-in-one CRM and business suite for contacts, deals, projects, and invoicing.
- Agile CRMManage contacts, companies, and deals in Agile CRM.
References
- WEXTL® Planhat Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Planhat.
- WEXTL® visual workflow builder data.
Last updated: Jul 24, 2026 18:12