With New Year also come new features in Planhat and this one we are very excited about!
Launching "Automations" marks a significant shift towards ensuring that you can further automate your workflows and communicate all customer relevant information towards your external systems in real time and with even greater flexibility.

It is designed to react on changes in data without a delay ensuring that both your Planhat and any other external system are reflecting real-time data and behaviors.

So what does this mean for you?

Now you can truly make the data work for you and create workflows in a much simpler way, bypassing needs for filters, triggers or APIs.

Remember that new contact you created in Planhat today?

Now without any additional manual work from you that one action can trigger a series of different follow up requests. It can:

  • be communicated immediately to any tool we do not natively integrate with via a simple webhook call and continue doing so as you update it ensuring data stays relevant,

  • activate a playbook, AND

  • create a task or a notification for another team member.

🏅Learn more:

  • Our blog post will provide you with even further insights on our release and vision.

Use Cases

There are many scenarios of how automations will help you do exactly what they promise: automate your workflow and data syncs to ensure that your data works for you in a way you need it to.

Some high level applications are listed below and we will keep adding more as we continue expanding on capabilities and features:

  • Keep data updated within Planhat and automate manual tasks

  • Maintain and create immediate data syncs with other systems keeping your tech stack aligned

  • Create Tasks, Alerts and Notifications based on any data changes your business finds relevant

🏅Learn more:

📌 Important things to note:

  • Automations will replace Triggers over time.

  • Initially this will be a feature for Admin users only, and will shortly after expand to all users to create personal automations.

  • Automations currently do not support email object actions beyond Email Templates.

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