Planhat

The Operations Module offers native and custom integrations, these can be used to connect Planhat to other third party tools in your tech stack and create automated actions based upon it.

<a href="#h_eb4683cbb1">Native integrations</a>

<a href="#h_0d0c7c2ab9">Custom integrations</a>

1. <a href="#h_eb4683cbb1">Native integrations</a>
2. <a href="#h_0d0c7c2ab9">Custom integrations</a>

___________________________________________________________

Planhat offers a number of native integrations with third party tools such as Salesforce, Hubspot and Jira. You find all the available integrations in the Integrate tab within the <a href="https://support.planhat.com/en/articles/8479791-operations-module-a-single-place-for-automations-integrations-and-connections" target="_blank" rel="nofollow noopener noreferrer">Operations Module</a>.

For each integration, follow the steps described when clicking on the tool you wish to integrate with. Here are guides to some of the most common integrations Planhat offers:

<a href="http://support.planhat.com/en/articles/1608934-setting-up-the-salesforce-integration">Salesforce</a>

<a href="https://support.planhat.com/en/articles/1608925-setting-up-the-hubspot-crm-and-hubspot-service-integration" target="_blank" rel="nofollow noopener noreferrer">Hubspot</a>

<a href="https://app.intercom.com/a/apps/ia32if57/articles/articles/3088081/show" target="_blank" rel="nofollow noopener noreferrer">Slack</a>

<a href="http://support.planhat.com/en/articles/4741321-setting-up-the-intercom-integration">Intercom</a>

<a href="http://support.planhat.com/en/articles/1608933-setting-up-the-zendesk-integration">Zendesk</a>

<a href="https://support.planhat.com/en/articles/8074275-set-up-integration-to-import-from-cloud-storage-provider" target="_blank" rel="nofollow noopener noreferrer">Cloud Storage Providers</a>

If you want to connect with any other third party tool that is not listed among the native integrations offered by Planhat, you can still create a custom integration and leverage this connection in Automations.

Click on the "Add Custom Integration" in the upper left corner and add what authentication method that is applicable for the tool you are wanting to integrate with. Planhat offer OAuth, Basic Auth and API Token.

Configure the integration with the required fields based on the selected authentication method and define what endpoints you wish to connect to.

1. OAuth 

2. Basic Auth and API Token
   
    

Once authenticated, the integration can be used for any customized Automations in the Automations tab. Chose the "Use an integration" option for the step you wish to configure and chose the integration you wish to use in the drop down that will automatically populate with your integrations.

1. Click on the "Add Custom Integration" in the upper left corner and add what authentication method that is applicable for the tool you are wanting to integrate with. Planhat offer OAuth, Basic Auth and API Token.
    
   
    
2. Configure the integration with the required fields based on the selected authentication method and define what endpoints you wish to connect to.
   1. OAuth 
   
   2. Basic Auth and API Token
      
       
3. Once authenticated, the integration can be used for any customized Automations in the Automations tab. Chose the "Use an integration" option for the step you wish to configure and chose the integration you wish to use in the drop down that will automatically populate with your integrations.
   
   
    

Contents

Native integrations

Custom integrations