Integrations & Reports

Integrations

Integration with third- party programs

REST API and webhooks are available for managing jobs and clients, as well as for retrieving data on settings (templates). Integrate Planado seamlessly with your CRM, ERP system, or ticket system (HelpDesk). Access the API documentation in the demo version under Settings -> General. Employ webhooks to receive notifications about any changes made through the mobile and web applications. Webhooks ensure guaranteed delivery, re-sending notifications at increasing intervals if needed.

Integration with Bitrix24 and amoCRM

Integrate Planado with Bitrix24 or amoCRM and create orders for deals. Client data will be transferred from the CRM to Planado. Once a field worker completes an order, the corresponding deal will automatically advance to a predetermined stage in Bitrix24

Reports

Uploading data using API

The required data can also be obtained through the API. Additionally, by integrating Planado with your infrastructure, you can create customized reports and directly manipulate data within your system.

Automatic statistics

Planado, automatically generates statistics on the number of completed jobs and average job completion time. This will help you to create illustrative and descriptive reports.

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