Planhat

Read and write Planhat companies, end users, licenses, invoices, assets, issues, conversations, notes and tasks; read NPS and users.

Feed customer success with billing, product and support data, and keep account health in sync with the CRM using external IDs.

Build a flow with Planhat Provider API documentation

Source actions

Destination actions

Data types

Validation status

Implemented · fixture tested.

Implementation is checked against provider-shaped fixtures for every action, authentication failures, rate limits, pagination and duplicate safety. Provider sandbox and authorised account validation are recorded separately when credential-backed runs are completed.

What you can map

assets

Create asset
Destination
Not retried automatically
Creates a asset. Company references accept extid-{externalId} or srcid-{sourceId}.
Get asset
Source
One asset by Planhat ID, extid-{externalId} or srcid-{sourceId}.
List assets
Source
Assets (product instances, devices, sites) owned by companies.
Update asset
Destination
Duplicate protected
Updates a asset by Planhat ID or extid-/srcid- keyable.
Upsert asset by externalId
Destination
Duplicate protected
Creates or updates one asset matched on externalId (bulk upsert with a single item).

companies

Create company
Destination
Not retried automatically
Creates a company. Company references accept extid-{externalId} or srcid-{sourceId}.
Get company
Source
One company by Planhat ID, extid-{externalId} or srcid-{sourceId}.
List companies
Source
Companies (accounts) with health, revenue, phase and custom fields.
Update company
Destination
Duplicate protected
Updates a company by Planhat ID or extid-/srcid- keyable.
Upsert company by externalId
Destination
Duplicate protected
Creates or updates one company matched on externalId (bulk upsert with a single item).

conversations

Create conversation
Destination
Not retried automatically
Creates a conversation. Company references accept extid-{externalId} or srcid-{sourceId}.
Get conversation
Source
One conversation by Planhat ID, extid-{externalId} or srcid-{sourceId}.
List conversations
Source
Conversations (emails, calls, meetings, tickets and notes) on companies.
Update conversation
Destination
Duplicate protected
Updates a conversation by Planhat ID or extid-/srcid- keyable.
Upsert conversation by externalId
Destination
Duplicate protected
Creates or updates one conversation matched on externalId (bulk upsert with a single item).

custom fields

List custom fields
Source
Custom field definitions with type and parent model.

endusers

Create end user
Destination
Not retried automatically
Creates a end user. Company references accept extid-{externalId} or srcid-{sourceId}.
Get end user
Source
One end user by Planhat ID, extid-{externalId} or srcid-{sourceId}.
List endusers
Source
End users (contacts) at customer companies, with NPS and activity data.
Update end user
Destination
Duplicate protected
Updates a end user by Planhat ID or extid-/srcid- keyable.
Upsert end user by externalId
Destination
Duplicate protected
Creates or updates one end user matched on externalId (bulk upsert with a single item).

invoices

Create invoice
Destination
Not retried automatically
Creates a invoice. Company references accept extid-{externalId} or srcid-{sourceId}.
Get invoice
Source
One invoice by Planhat ID, extid-{externalId} or srcid-{sourceId}.
List invoices
Source
Invoices with line items, totals and payment status (Planhat records, not sent to customers).
Update invoice
Destination
Duplicate protected
Updates a invoice by Planhat ID or extid-/srcid- keyable.
Upsert invoice by extId
Destination
Duplicate protected
Creates or updates one invoice matched on extId (bulk upsert with a single item).

issues

Create issue
Destination
Not retried automatically
Creates a issue. Company references accept extid-{externalId} or srcid-{sourceId}.
Get issue
Source
One issue by Planhat ID.
List issues
Source
Bugs and feature requests linked to companies, end users and conversations.
Update issue
Destination
Duplicate protected
Updates a issue by Planhat ID.

licenses

Create license
Destination
Not retried automatically
Creates a license. Company references accept extid-{externalId} or srcid-{sourceId}.
Get license
Source
One license by Planhat ID, extid-{externalId} or srcid-{sourceId}.
List licenses
Source
Subscription licenses with value, period, renewal status and custom fields.
Update license
Destination
Duplicate protected
Updates a license by Planhat ID or extid-/srcid- keyable.
Upsert license by externalId
Destination
Duplicate protected
Creates or updates one license matched on externalId (bulk upsert with a single item).

notes

Create note
Destination
Not retried automatically
Creates a note. Company references accept extid-{externalId} or srcid-{sourceId}.
Get note
Source
One note by Planhat ID.
List notes
Source
Notes on companies (conversations of type note).
Update note
Destination
Duplicate protected
Updates a note by Planhat ID.

nps

Get nps response
Source
One nps response by Planhat ID.
List nps
Source
NPS responses with score and comment, by default from the last 360 days.

tasks

Create task
Destination
Not retried automatically
Creates a task. Company references accept extid-{externalId} or srcid-{sourceId}.
Get task
Source
One task by Planhat ID.
List tasks
Source
Tasks and events on companies, including playbook steps.
Update task
Destination
Duplicate protected
Updates a task by Planhat ID.

users

Get user
Source
One user by Planhat ID.
List users
Source
Planhat users (your team), used as owners and assignees.

Authentication

Planhat API Access Token

Plans and access

All Planhat plans; API Access Tokens are issued by Private Apps. Token permissions are configured on the Private App; actions appear as the Private App.

Test environment

Planhat provides demo or sandbox tenants through your account team.

Rate limits

Soft quota of 200 calls per minute; hard limit 150 requests per second with bursts of 50 in parallel; 32 MB request bodies.

Provider events

Planhat automations can call webhooks on model changes. Nexra event triggers are not yet available; flows run on demand or on a schedule.

Before you build a flow

Planhat list endpoints have no last-modified filter; sort by updatedAt or lastUpdated and read incrementally.
Upserts use the bulk upsert endpoint with a single record; keyable fields used for matching are not updated.
NPS responses and users are read-only in Nexra; NPS creation and survey sends are not exposed.
Create operations have no idempotency key; use upsert by externalId where available.
The user tracking and metrics endpoints on analytics.planhat.com are not included.