Select Planning Center in workflow
Pick Planning Center app in the workflow builder [4] - just one click to select the app.
Triggers can detect changes in Planning Center and run actions that can create, search or modify data inside Planning Center automatically [3] — exactly how you set them.
3 simple steps to make your Planning Center connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
Pick Planning Center app in the workflow builder [4] - just one click to select the app.
When prompted, authorize access to Planning Center in WEXTL once. Planning Center credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Planning Center account. Approve?
Build your workflow with Planning Center yourself or with WEXTL® AI Builder. Connect Planning Center to any available integrations [5], or use HTTP node to go beyond them.
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Planning Center 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 Planning Center supports.
The following table illustrates what fields Planning Center integration require during authorization flow inside our workflow builder [4].
Demonstration of Planning Center connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
Application IDRequired | text | The Application ID of a personal access token. Create one under Personal Access Tokens at https://api.planningcenteronline.com/oauth/applications. |
SecretRequired | password | The Secret shown next to that Application ID when you created the token. |
Enter a name of the other app you want to sync with Planning Center below. Click on selected app to explore integration options with Planning Center. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Select Watch Events trigger from Planning Center - this will be a starting point in your automation. Whenever event happens in Planning Center, workflow will start [7] from Watch Events node.
Search for Add a Custom Field Value to a Person, connect it as the next step of integration sequence. You can use filters between Watch Events and Add a Custom Field Value to a Person, so only important data pass from Watch Events to the next step. WEXTL gives you full control over the process of Planning Center automation. All parts of workflow are visible on the canvas [4].
Planning Center on WEXTL has 149 modules for combining crm automations. Explore Planning Center documentation for more.
Demonstration of how visual Planning Center automation [6] looks in WEXTL.
Common questions about automating Planning Center in your workflows.
List of sources used to gather information about the Planning Center integration.