Connect Planhat to monday.com
Send Planhat opportunities, issues, invoices and 14 more data types to monday.com on a schedule. Refresh as often as every 15 minutes.
Planhat board
How to connect Planhat and monday.com
4 steps. You can preview the Planhat data in Coupler.io before anything reaches monday.com.
Step 1 of 4
Connect Planhat
Enter your Planhat API token. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Planhat data you want in monday.com.
Show 9 more data types Show fewer data types
Step 3 of 4
Connect monday.com
Install the Coupler.io app in monday.com, connect your account, then pick the workspace and board for the Planhat data.
Step 4 of 4
Choose a write mode and schedule
Every run either replaces or appends the data in monday.com. Run it as often as every 15 minutes.
Each run wipes previously imported data from the board and loads fresh Planhat data.
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Build your Planhat integrations with these destinations
Get the most of Planhat to monday.com integration
Gather data
Understand data
Automate data
Act on data
17 data types, including Opportunities, Issues, Invoices, Tickets and Tasks.
With your Planhat API token, entered once when you add the connection.
On the board you choose. Pick an existing board or enter a name to create one, and Coupler.io writes each Planhat record as an item on it.
Not with Replace, which swaps out the previously imported items. Append adds new items on each run, so pair it with a date filter.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example GoHighLevel or Pipedrive, and join or append them before the data reaches monday.com.
