Automations and Integrations
How to sync data and automatically act on data via the App Center
Automations
- Automation logs and troubleshooting
- Custom Automations
- "Schedule Email" steps in Automations
- "Wait Until" steps in Automations
- Exit criteria in Automations
- Workflow Mode (Sequence Mode) in Automations
- Branching in Automations
- Human-in-the-Loop (HITL) in Automations
- Automation failures - adjustable thresholds and notifications
- Manually triggering Automations
- Sending and formatting Slack messages in Automations
- Webhooks in Automations
- Document Pages in Automations
- "Wait" steps in Automations
- "Execute Function" steps in Automations
- "Get" steps in Automations
- Replacement codes (dynamic references) in Automations
- Custom Automations worked examples
- Templated Automations
- How to choose between Automations and other Planhat features
- Automations overview
Integrations
- Salesforce12 articles
- HubSpot6 articles
- Pipedrive2 articles
- Slack3 articles
- Microsoft Teams2 articles
- Intercom1 article
- Zendesk2 articles
- Freshdesk1 article
- Jira2 articles
- Snowflake6 articles
- BigQuery3 articles
- Pendo2 articles
- Segment2 articles
- Mixpanel1 article
- Amplitude1 article
- PostgreSQL1 article
- MySQL1 article
- Zapier2 articles
- Voice of the customer2 articles
- SCIM3 articles
- Other integrations12 articles
- Light Integrations1 article
- Manual imports6 articles