What can I automate with Planhat?

Start a workflow or agent when Company Created, Company Updated or Conversation Created happens in Planhat, then Create Company, Update Company or Get Company, alongside 200+ other apps.

Can an AI agent update Planhat?

Yes, when you add Planhat actions to its tools. You can pin fields, limit values and require approval before it acts, and every action is recorded in the Event Logs.

Do I need to write code?

No. Pick a trigger and actions in the builder, or describe what you want and Copilot sets it up.

What if the Planhat action I need isn't listed?

Call the Planhat API from any REST API step. On the Enterprise plan, talk to us about adding it.

Customer Support & Success

Planhat integration

Start workflows and AI agents from Planhat events, and let agents act in Planhat within the limits you set.

14 triggers
72 actions
MCP server

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Planhat triggers and actions

Every Planhat trigger and action you can use in Konnectify workflows and AI agents.

Trigger: Company Created
This trigger fires whenever a new company is created.
Trigger: Company Updated
This trigger fires whenever an existing company is modified.
Trigger: Conversation Created
This trigger fires whenever a new conversation is created.
Trigger: Enduser Created
This trigger fires whenever a new enduser is created.
Trigger: Enduser Updated
This trigger fires whenever an existing enduser is modified.
Trigger: Invoice Created
This trigger fires whenever a new invoice is created.
Trigger: Invoice Updated
This trigger fires whenever an existing invoice is modified.
Trigger: Issue Created
This trigger fires whenever a new issue is created.
Trigger: Issue Updated
This trigger fires whenever an existing issue is modified.
Trigger: Note Created
This trigger fires whenever a new note is created.
Trigger: Task Created
This trigger fires whenever a new task is created.
Trigger: Task Updated
This trigger fires whenever an existing task is modified.
Trigger: User Created
This trigger fires whenever a new user is created.
Trigger: User Updated
This trigger fires whenever an existing user is modified.
Action: Create Company
Creates a new company (tenant) inside your Planhat workspace including dynamic custom fields.
Action: Update Company
Updates an existing company inside your Planhat workspace. Provide the Company ID and the fields you wish to update.
Action: Get Company
Fetches the full details of a specific company from your Planhat workspace using its unique ID.
Action: Delete Company
Permanently deletes a company from your Planhat workspace using its unique ID.
Action: Create Churn
Creates a new churn record associated with a company in your Planhat workspace.
Action: Update Churn
Updates an existing churn record. Provide the Churn ID and the fields you wish to update.
Action: Get Churn
Fetches the full details of a specific churn record from your Planhat workspace using its unique ID.
Action: Delete Churn
Permanently deletes a churn record from your Planhat workspace using its unique ID.
Action: Create Asset
Creates a new asset associated with a company in your Planhat workspace.
Action: Update Asset
Updates an existing asset record. Provide the Asset ID and the fields you wish to update.
Action: Get Asset
Fetches the full details of a specific asset from your Planhat workspace using its unique ID.
Action: Delete Asset
Permanently deletes an asset from your Planhat workspace using its unique ID.
Action: Create Campaign
Creates a new campaign associated with a company in your Planhat workspace.
Action: Update Campaign
Updates an existing campaign record. Provide the Campaign ID and the fields you wish to update.
Action: Get Campaign
Fetches the full details of a specific campaign from your Planhat workspace.
Action: Delete Campaign
Permanently deletes a campaign from your Planhat workspace using its unique ID.
Action: Create Conversation
Creates a new conversation associated with a company in your Planhat workspace.
Action: Update Conversation
Updates an existing conversation record. Provide the Conversation ID and the fields you wish to update.
Action: Get Conversation
Fetches the full details of a specific conversation from your Planhat workspace.
Action: Delete Conversation
Permanently deletes a conversation from your Planhat workspace using its unique ID.
Action: Create Enduser
Creates a new enduser associated with a company in your Planhat workspace.
Action: Update Enduser
Updates an existing enduser record. Provide the Enduser ID and the fields you wish to update.
Action: Get Enduser
Fetches the full details of a specific enduser from your Planhat workspace.
Action: Delete Enduser
Permanently deletes an enduser from your Planhat workspace using its unique ID.
Action: Create Invoice
Creates a new invoice associated with a company in your Planhat workspace.
Action: Update Invoice
Updates an existing invoice record. Provide the Invoice ID and the fields you wish to update.
Action: Get Invoice
Fetches the full details of a specific invoice from your Planhat workspace.
Action: Delete Invoice
Permanently deletes an invoice from your Planhat workspace using its unique ID.
Action: Create Issue
Creates a new issue associated with companies or endusers in your Planhat workspace.
Action: Update Issue
Updates an existing issue record. Provide the Issue ID and the fields you wish to update.
Action: Get Issue
Fetches the full details of a specific issue from your Planhat workspace.
Action: Delete Issue
Permanently deletes an issue from your Planhat workspace using its unique ID.
Action: Create Note
Creates a new note (conversation) associated with a company in your Planhat workspace.
Action: Update Note
Updates an existing note record. Provide the Note ID and the fields you wish to update.
Action: Get Note
Fetches the full details of a specific note from your Planhat workspace.
Action: Delete Note
Permanently deletes a note from your Planhat workspace using its unique ID.
Action: Create NPS
Creates a new NPS record associated with a company or user in your Planhat workspace.
Action: Update NPS
Updates an existing NPS record. Provide the NPS ID and the fields you wish to update.
Action: Get NPS
Fetches the full details of a specific NPS record from your Planhat workspace.
Action: Delete NPS
Permanently deletes an NPS record from your Planhat workspace using its unique ID.
Action: Create Opportunity
Creates a new opportunity associated with a company in your Planhat workspace.
Action: Update Opportunity
Updates an existing opportunity record. Provide the Opportunity ID and the fields you wish to update.
Action: Get Opportunity
Fetches the full details of a specific opportunity from your Planhat workspace.
Action: Delete Opportunity
Permanently deletes an opportunity from your Planhat workspace using its unique ID.
Action: Create Objective
Creates a new objective associated with a company in your Planhat workspace.
Action: Update Objective
Updates an existing objective record. Provide the Objective ID and the fields you wish to update.
Action: Get Objective
Fetches the full details of a specific objective from your Planhat workspace.
Action: Delete Objective
Permanently deletes an objective from your Planhat workspace using its unique ID.
Action: Create Project
Creates a new project associated with a company in your Planhat workspace.
Action: Update Project
Updates an existing project record. Provide the Project ID and the fields you wish to update.
Action: Get Project
Fetches the full details of a specific project from your Planhat workspace.
Action: Delete Project
Permanently deletes a project from your Planhat workspace using its unique ID.
Action: Create Sale
Creates a new sale associated with a company in your Planhat workspace.
Action: Update Sale
Updates an existing sale record. Provide the Sale ID and the fields you wish to update.
Action: Get Sale
Fetches the full details of a specific sale from your Planhat workspace.
Action: Delete Sale
Permanently deletes a sale from your Planhat workspace using its unique ID.
Action: Create Task
Creates a new task associated with a company in your Planhat workspace.
Action: Update Task
Updates an existing task record. Provide the Task ID and the fields you wish to update.
Action: Get Task
Fetches the full details of a specific task from your Planhat workspace.
Action: Delete Task
Permanently deletes a task from your Planhat workspace using its unique ID.
Action: Create Time Entry
Creates a new time entry in your Planhat workspace.
Action: Update Time Entry
Updates an existing time entry record. Provide the Time Entry ID and the fields you wish to update.
Action: Get Time Entry
Fetches the full details of a specific time entry from your Planhat workspace.
Action: Delete Time Entry
Permanently deletes a time entry from your Planhat workspace using its unique ID.
Action: Create Timesheet
Creates a new timesheet in your Planhat workspace.
Action: Update Timesheet
Updates an existing timesheet record. Provide the Timesheet ID and the fields you wish to update.
Action: Get Timesheet
Fetches the full details of a specific timesheet from your Planhat workspace.
Action: Delete Timesheet
Permanently deletes a timesheet from your Planhat workspace using its unique ID.
Action: Create User
Creates a new user (teammate) in your Planhat workspace.
Action: Update User
Updates an existing user record. Provide the User ID and the fields you wish to update.
Action: Get User
Fetches the full details of a specific user from your Planhat workspace.
Action: Delete User
Permanently deletes a user from your Planhat workspace using its unique ID.

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Use Planhat in an AI agent

Add any Planhat action to an agent as a tool. The agent decides when to use it; you set the limits. Pin fields it can't change, limit fields to allowed values, and require approval before it acts. Every action is recorded in the Event Logs.

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FAQ

Got questions?

If you can't find what you're looking for, talk to our team.

Yes. Konnectify connects to Planhat with 14 triggers and 72 actions, which you can use in workflows, AI workflows and AI agents.

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