Planhat connector for Okou
Connect your Planhat account to read companies, end users, projects, and tasks.
Sales & operations · API Access Token
Use Planhat in Okou
Planhat customer-success API for reading companies, end users, projects, and tasks.
Once connected, supported Planhat actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Planhat
- Read Planhat company records and list results.
- Read Planhat end-user records and list results.
- Read Planhat project records and list results.
- Read Planhat task and event records and list results.
How the Planhat connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Planhat
Choose API Access Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Planhat securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Access Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
Planhat connector questions
- What can Okou do with Planhat?
- Connect your Planhat account to read companies, end users, projects, and tasks. Documented actions include: Read Planhat company records and list results. Read Planhat end-user records and list results.
- How do I connect Planhat to Okou?
- Connect Planhat using API Access Token. The connection controls which supported actions a workflow can use.
- Can Planhat run in an automated workflow?
- Yes. After it is connected, supported Planhat actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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