Planning Center icon

Planning Center Integration

Church management software for people, services, giving, groups, and check-ins. Turn Planning Center record changes into automated workflows for sales and customer teams. Start with Watch Events, then connect actions such as Get a Batch and Get a Calendar Event to what happens next.
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  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Supported triggers and actions for Planning Center integration

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.

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    Watch EventsTriggers when a chosen event happens in Planning Center.
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    Get a BatchReturns a single donation batch.
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    Get a Calendar EventReturns a single calendar event.
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    Get a Check-InReturns a single check-in.
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    Get a Check-In EventReturns a single check-in event.
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    Get a DonationReturns a single donation.
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    Get a FormReturns a single form.
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    Get a Form SubmissionReturns a single form submission.
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    Get a FundReturns a single giving fund.
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    Get a GroupReturns a single group.
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    Get a Group EventReturns a single group event.
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    Get a ListReturns a single saved people list.
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    Get an AttendeeReturns a single signup attendee.
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    Get an EpisodeReturns a single sermon episode.
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    Get a PersonReturns a single person profile.
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    Get a PlanReturns a single service plan.
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    Get a RegistrationReturns a single registration.
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    Get a SignupReturns a single registration signup.
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    Get a SongReturns a single song.
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    Get a WorkflowReturns a single follow-up workflow.

How to integrate Planning Center in automation workflow?

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

How Planning Center connects and integrates with WEXTL

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].

FieldTypeHelp
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.

Connect Planning Center to popular apps on WEXTL

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.

Example automation with Planning Center integration

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.

Planning Center
Watch Events
Cloze
Performs action
OR
Cloze
Triggers
Planning Center
Add a Custom Field Value to a Person

Demonstration of how visual Planning Center automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Planning Center in your workflows.

Try Planning Center on WEXTL®

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References

List of sources used to gather information about the Planning Center integration.

  1. Planning Center integration source code, module specs and credentials implementation.
  2. Internal Planning Center integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official Planning Center vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® Planning Center App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation