Planhat

Planhat + Konnectify

Planhat Integration with Konnectify

Connect Planhat to Konnectify to automate customer success operations—sync companies and endusers, track conversations, tasks, invoices, and issues, and keep your support workflows up to date.

Companies Conversations Endusers Invoices Issues Notes Tasks Users 14 Triggers 60 Actions

ON THIS PAGE

→ What is Planhat? → API & authentication → How to connect → Triggers (14) → Actions (60) → Popular automations → FAQ

What is Planhat?

Planhat is a Customer Success Platform designed to help teams manage accounts, track engagement, and drive retention. When you integrate Planhat with Konnectify, you can reliably sync key customer records and operational events (like tasks, notes, invoices, and issues) across your stack—especially useful for support and success teams that need consistent, up-to-date context.

Use this integration to automate data consistency between systems, reduce manual updates, and trigger downstream processes the moment Planhat records change.

New to Planhat?

Create an account and set up your workspace to start managing customer health and success workflows.

Planhat

Visit Planhat →

New to Konnectify?

Build workflows with triggers, actions, branching, and field mapping—no heavy engineering required.

Konnectify

Create Konnectify account →

What you can automate

• Create and update Companies as accounts change across systems

• Sync Endusers (contacts) and keep profile data current

• Log Conversations and Notes from support tools into Planhat

• Create and track Tasks automatically for CSM follow-ups

• Update Invoices and revenue signals for success reporting

• Create Issues for escalations and keep status in sync

API & authentication

Authentication method

This connector uses API Token authentication. In Konnectify, you’ll provide your API Access Token, which Konnectify uses to call the Planhat API on your behalf.

Required credential field

API Access Token (required)

What the connector can do

Listen for new/updated records via polling (Companies, Endusers, Users, Tasks, Issues, Invoices, Notes, Conversations)
Create, update, fetch, and delete core objects (Companies, Endusers, Users, Tasks, Issues, Invoices, Conversations, Notes)
Manage success/revenue-related objects (Churn, Opportunities, Sales)
Operate CS programs and delivery tracking (Campaigns, Projects, Objectives, Assets)
Track work logs and time (Time Entries, Timesheets)
Capture customer feedback signals (NPS)

Important: plan restrictions & rate limits

Planhat API availability, object access, and rate limits can vary by Planhat plan and workspace configuration. If you see throttling or permission errors, verify your token permissions and consider reducing polling frequency or adding filters in your workflow.

Official docs: you can reference Planhat’s developer documentation for endpoint details and token creation. Open Planhat docs →

How to connect Planhat to Konnectify

Prerequisites

An active Planhat workspace
A Planhat API Access Token with access to the objects you plan to automate
A Konnectify account with permission to create/edit workflows

Add Planhat to a Workflow

In Konnectify, create a new Workflow (or open an existing one).
Click Add step and choose Planhat from the apps list.

Authorize using API Token authentication

When prompted, click Connect.
Paste your API Access Token and save the connection.

Configure the Trigger or Action

Select the object and event you want (for example, Company Created or Update Task).
Map fields from previous steps to Planhat fields (including custom fields when available).
If you’re updating or deleting, make sure you have the correct record ID.

Heads up

For Update/Delete actions, use the Planhat object’s unique ID. If your source system only has an external identifier, add a lookup step (e.g., “Get …”) before updating/deleting.

Test the Workflow

Run a test to fetch a sample trigger event or execute an action with test inputs.
Confirm created/updated records in Planhat and validate field mappings.

Activate the Workflow

Turn on the workflow.
Monitor runs and adjust mappings/polling frequency if needed.

Triggers 14

Planhat triggers in Konnectify are polling-based. Konnectify checks for new or updated records on a schedule and then fires the workflow when changes are detected.

Companies 2 triggers

Company Created

This trigger fires whenever a new company is created.

Company Updated

This trigger fires whenever an existing company is modified.

Conversations 1 triggers

Conversation Created

This trigger fires whenever a new conversation is created.

Endusers 2 triggers

Enduser Created

This trigger fires whenever a new enduser is created.

Enduser Updated

This trigger fires whenever an existing enduser is modified.

Invoices 2 triggers

Invoice Created

This trigger fires whenever a new invoice is created.

Invoice Updated

This trigger fires whenever an existing invoice is modified.

Issues 2 triggers

Issue Created

This trigger fires whenever a new issue is created.

Issue Updated

This trigger fires whenever an existing issue is modified.

Notes 1 triggers

Note Created

This trigger fires whenever a new note is created.

Tasks 2 triggers

Task Created

This trigger fires whenever a new task is created.

Task Updated

This trigger fires whenever an existing task is modified.

Users 2 triggers

User Created

This trigger fires whenever a new user is created.

User Updated

This trigger fires whenever an existing user is modified.

Actions 60

Use actions to create, update, fetch, and delete Planhat records. Many actions support dynamic custom fields where available.

Companies 4 actions

Create Company

Creates a new company (tenant) inside your Planhat workspace including dynamic custom fields.

Update Company

Updates an existing company inside your Planhat workspace. Provide the Company ID and the fields you wish to update.

Get Company

Fetches the full details of a specific company from your Planhat workspace using its unique ID.

Delete Company

Permanently deletes a company from your Planhat workspace using its unique ID.

Churns 4 actions

Create Churn

Creates a new churn record associated with a company in your Planhat workspace.

Update Churn

Updates an existing churn record. Provide the Churn ID and the fields you wish to update.

Get Churn

Fetches the full details of a specific churn record from your Planhat workspace using its unique ID.

Delete Churn

Permanently deletes a churn record from your Planhat workspace using its unique ID.

Assets 4 actions

Create Asset

Creates a new asset associated with a company in your Planhat workspace.

Update Asset

Updates an existing asset record. Provide the Asset ID and the fields you wish to update.

Get Asset

Fetches the full details of a specific asset from your Planhat workspace using its unique ID.

Delete Asset

Permanently deletes an asset from your Planhat workspace using its unique ID.

Campaigns 4 actions

Create Campaign

Creates a new campaign associated with a company in your Planhat workspace.

Update Campaign

Updates an existing campaign record. Provide the Campaign ID and the fields you wish to update.

Get Campaign

Fetches the full details of a specific campaign from your Planhat workspace.

Delete Campaign

Permanently deletes a campaign from your Planhat workspace using its unique ID.

Conversations 4 actions

Create Conversation

Creates a new conversation associated with a company in your Planhat workspace.

Update Conversation

Updates an existing conversation record. Provide the Conversation ID and the fields you wish to update.

Get Conversation

Fetches the full details of a specific conversation from your Planhat workspace.

Delete Conversation

Permanently deletes a conversation from your Planhat workspace using its unique ID.

Endusers 4 actions

Create Enduser

Creates a new enduser associated with a company in your Planhat workspace.

Update Enduser

Updates an existing enduser record. Provide the Enduser ID and the fields you wish to update.

Get Enduser

Fetches the full details of a specific enduser from your Planhat workspace.

Delete Enduser

Permanently deletes an enduser from your Planhat workspace using its unique ID.

Invoices 4 actions

Create Invoice

Creates a new invoice associated with a company in your Planhat workspace.

Update Invoice

Updates an existing invoice record. Provide the Invoice ID and the fields you wish to update.

Get Invoice

Fetches the full details of a specific invoice from your Planhat workspace.

Delete Invoice

Permanently deletes an invoice from your Planhat workspace using its unique ID.

Issues 4 actions

Create Issue

Creates a new issue associated with companies or endusers in your Planhat workspace.

Update Issue

Updates an existing issue record. Provide the Issue ID and the fields you wish to update.

Get Issue

Fetches the full details of a specific issue from your Planhat workspace.

Delete Issue

Permanently deletes an issue from your Planhat workspace using its unique ID.

Notes 4 actions

Create Note

Creates a new note (conversation) associated with a company in your Planhat workspace.

Update Note

Updates an existing note record. Provide the Note ID and the fields you wish to update.

Get Note

Fetches the full details of a specific note from your Planhat workspace.

Delete Note

Permanently deletes a note from your Planhat workspace using its unique ID.

NPS 4 actions

Create NPS

Creates a new NPS record associated with a company or user in your Planhat workspace.

Update NPS

Updates an existing NPS record. Provide the NPS ID and the fields you wish to update.

Get NPS

Fetches the full details of a specific NPS record from your Planhat workspace.

Delete NPS

Permanently deletes an NPS record from your Planhat workspace using its unique ID.

Opportunities 4 actions

Create Opportunity

Creates a new opportunity associated with a company in your Planhat workspace.

Update Opportunity

Updates an existing opportunity record. Provide the Opportunity ID and the fields you wish to update.

Get Opportunity

Fetches the full details of a specific opportunity from your Planhat workspace.

Delete Opportunity

Permanently deletes an opportunity from your Planhat workspace using its unique ID.

Objectives 4 actions

Create Objective

Creates a new objective associated with a company in your Planhat workspace.

Update Objective

Updates an existing objective record. Provide the Objective ID and the fields you wish to update.

Get Objective

Fetches the full details of a specific objective from your Planhat workspace.

Delete Objective

Permanently deletes an objective from your Planhat workspace using its unique ID.

Projects 4 actions

Create Project

Creates a new project associated with a company in your Planhat workspace.

Update Project

Updates an existing project record. Provide the Project ID and the fields you wish to update.

Get Project

Fetches the full details of a specific project from your Planhat workspace.

Delete Project

Permanently deletes a project from your Planhat workspace using its unique ID.

Sales 4 actions

Create Sale

Creates a new sale associated with a company in your Planhat workspace.

Update Sale

Updates an existing sale record. Provide the Sale ID and the fields you wish to update.

Get Sale

Fetches the full details of a specific sale from your Planhat workspace.

Delete Sale

Permanently deletes a sale from your Planhat workspace using its unique ID.

Tasks 4 actions

Create Task

Creates a new task associated with a company in your Planhat workspace.

Update Task

Updates an existing task record. Provide the Task ID and the fields you wish to update.

Get Task

Fetches the full details of a specific task from your Planhat workspace.

Delete Task

Permanently deletes a task from your Planhat workspace using its unique ID.

Time Entries 4 actions

Create Time Entry

Creates a new time entry in your Planhat workspace.

Update Time Entry

Updates an existing time entry record. Provide the Time Entry ID and the fields you wish to update.

Get Time Entry

Fetches the full details of a specific time entry from your Planhat workspace.

Delete Time Entry

Permanently deletes a time entry from your Planhat workspace using its unique ID.

Timesheets 4 actions

Create Timesheet

Creates a new timesheet in your Planhat workspace.

Update Timesheet

Updates an existing timesheet record. Provide the Timesheet ID and the fields you wish to update.

Get Timesheet

Fetches the full details of a specific timesheet from your Planhat workspace.

Delete Timesheet

Permanently deletes a timesheet from your Planhat workspace using its unique ID.

Users 4 actions

Create User

Creates a new user (teammate) in your Planhat workspace.

Update User

Updates an existing user record. Provide the User ID and the fields you wish to update.

Get User

Fetches the full details of a specific user from your Planhat workspace.

Delete User

Permanently deletes a user from your Planhat workspace using its unique ID.

Popular automations

Keep your customer master data in sync

When a company is created in Planhat, automatically fetch details and push to downstream systems (CRM, billing, data warehouse) using subsequent steps.

Company Created → Get Company → Update Company

Auto-create follow-up tasks for new customer conversations

When a conversation is created, add a task for the CSM to follow up and ensure the customer gets a timely response.

Conversation Created → Create Task

Sync new endusers into Planhat and keep them updated

Create endusers in Planhat when they appear in your source of truth, and update Planhat when key attributes change.

Enduser Updated → Update Enduser

Track financial signals by updating invoices

When an invoice is created or updated, enrich the record and keep financial data consistent for CS reporting and renewal risk monitoring.

Invoice Updated → Get Invoice → Update Invoice

FAQ

How does authentication work for Planhat in Konnectify?

Planhat uses API Token authentication in this connector. You’ll paste an API Access Token when creating the connection, and Konnectify will use it to call Planhat’s API for the triggers/actions you configure.

Which Planhat plans are supported?

Any Planhat plan that provides API access for your workspace should work. If an action fails with a permission error, confirm that your Planhat subscription includes API access and that the token has access to the specific object type (e.g., invoices, issues, time tracking).

Are Planhat triggers real-time?

Triggers in this integration are polling-based, not webhook-based. Konnectify checks Planhat for new/updated records on a schedule, so the delay depends on your workflow’s polling interval.

How do I prevent duplicate records in Planhat?

This connector does not expose a dedicated “Upsert” action. To avoid duplicates, use a Get action (for example, Get Company) when you already have the Planhat ID, or store Planhat IDs in your source system after creation and reuse them for future updates.

What happens if we hit Planhat rate limits?

If Planhat returns throttling responses, reduce polling frequency, avoid unnecessary “Get” calls, and batch downstream processing where possible. Konnectify workflows can be tuned to lower request volume and to retry transient failures depending on your workflow settings.

Can I connect multiple Planhat workspaces?

Yes. Create multiple Planhat connections in Konnectify (each with its own API Access Token). Then select the appropriate connection per workflow step, depending on which Planhat workspace you want to target.

Do actions support Planhat custom fields?

Many actions and triggers in this connector support dynamic custom fields (for example, Companies, Endusers, Tasks, and more). If you don’t see a custom field in the mapper, confirm it exists in Planhat and refresh/reopen the step to reload schema.

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