Most field service companies already run an ERP, CRM, or custom backend. Adding Planado to that stack means it needs to exchange data with those systems – job orders flowing in, status updates flowing out. API integration in field service apps built around one-way data export doesn't meet that requirement. Planado supports both directions through a REST API and webhooks, giving technical teams a standard integration path without building workarounds or relying on manual syncs. API integration in field service apps that handles both inbound and outbound data exchange is what makes Planado fit into an existing architecture.
Two directions define the integration – and both matter equally. A job status update that stays inside Planado while the external CRM shows stale data creates the same operational gap as a service request that sits in the ERP without generating a Planado job. API integration for field service data solutions that covers both directions removes manual data movement from the equation entirely: dispatchers work in Planado, developers configure the integration once, and the systems stay in sync automatically.
Planado supports both through a REST API for inbound job creation and webhooks for outbound event notifications. Webhook delivery includes automatic retry logic – if the receiving endpoint is temporarily unavailable, Planado retries the request so no event is missed.
When a specified event occurs – a job status changes, a job is completed, a new job is created – Planado sends an HTTP POST request to a configured endpoint with the relevant payload. The payload includes job ID, new status, timestamp, and associated job data. The receiving system returns a 200 OK response to confirm delivery.
The external system doesn't query Planado on a schedule to check for changes – the update arrives at the configured endpoint the moment the event fires. If the endpoint is down or returns an error, Planado retries delivery automatically until the request is confirmed. That retry logic is built into how webhooks field service software operates in Planado.
When a new service request is logged in an external system – a CRM deal reaches a certain stage, a support ticket is created, a customer submits a request – Planado's REST API allows that system to create a job automatically. The API call passes the key fields: job type, client, address, scheduled time, and assigned technician.
API integration for field service data solutions at the inbound level means the job appears in Planado's schedule immediately and the assigned technician receives a push notification – without a dispatcher manually re-entering data. REST API field service access in Planado also covers updating existing jobs and clients, not just creation.
When a technician marks a job as started, completed, or updates any status in the Planado mobile app, the configured webhook fires immediately. The payload sent to the external system includes the job ID, the new status, and the timestamp of the change.
The external system receives that update in real time – a CRM record updates, an ERP job order closes, a dashboard reflects the new state. No polling, no scheduled sync, no manual export. When a job report is ready, Planado can push that event too, giving the external system access to completion data as soon as the technician submits it.
Planado's API and webhooks connect field operations to your existing systems in both directions. If you're evaluating integration capabilities, the API documentation is available directly from the Planado settings.
Granular event control lets the external system react only to the changes that matter for its logic – rather than processing every Planado update regardless of relevance. Planado supports webhooks for the following events:
Filtering by event type keeps integration logic on the receiving end straightforward. A billing system might only need the job completed event; a CRM might need job created and job assigned. Subscribing to specific events rather than a single firehose reduces unnecessary webhook traffic and simplifies error handling.
Planado's REST API field service uses token-based authentication – each API request includes an authentication token in the header. Access is controlled per integration, which means external systems connect with scoped credentials rather than full account access.
API documentation is accessible directly from the Planado interface under Settings → General – no support request required to find it. For teams evaluating integration feasibility before committing, that documentation covers available endpoints, payload structures, and webhook configuration in one place.
If two-way integration between Planado and your internal systems is a requirement, the REST API and webhook documentation covers what you need to assess feasibility.
What format does Planado use for API requests and webhook payloads?
Planado sends webhook payloads as JSON over HTTPS. REST API requests follow the same format – HTTP methods with JSON bodies for both requests and responses. Standard tooling handles parsing without additional configuration on the receiving end.
Can I create a job in Planado from an external system automatically?
A POST request to Planado's REST API creates a job with the fields your system provides – job type, client, address, scheduled time, assigned technician. Once the request is processed, the job appears in the dispatch schedule and the technician receives a push notification.
What happens if our endpoint is down when a webhook fires?
Planado queues the delivery and retries until the receiving endpoint confirms with a 200 OK response. Short outages on the receiving side don't cause data loss – the event reaches your system once it comes back online.
Is there API documentation available for Planado?
Yes – API integration in field service apps built on Planado starts with the documentation accessible from Settings → General in the Planado interface. It covers available endpoints, authentication, payload structures, and webhook configuration without requiring a support request.
