PlanRadar Connect

Overview

PlanRadar Connect allows you to automate business workflows across cloud and on-premises apps with your PlanRadar account. It offers easy-to-use predefined automations (defined by recipes) that don't require coding.

We recommend creating a specific user for your integrations. Actions performed via integrations cannot be associated with specific users in your account as they are automated. Creating a specific user in this case is also more secure.

How to access PlanRadar Connect

1. Click Settings
2. Click Account
3. Click PlanRadar Connect
   

Activate PlanRadar Connect

If you access PlanRadar Connect for the first time, you need to request activation:

1. Click Fill in the request form
   
2. You will be redirected to the activation form, click Start now
   
3. Fill out the form
4. Click Submit
   
5. You will receive an email shortly informing you of the activation of PlanRadar Connect.

We recommend asking for an introduction when you fill out the activation form. Our integration team will contact you to give you a full introduction as well as the best practice according to your requirements.

Connection

An automation (defined by recipes) has to be authorised with each app it communicates with including PlanRadar itself. Each connection needs a one-time setup providing credentials to authorise itself during the execution of the automation. Connections are not tied to a recipe – a single connection can be used by multiple recipes.

Read more in Connect Apps with PlanRadar Connect

Recipes

Recipes allow you to build automated workflows. They consist of two parts: triggers and actions. Triggers are events that trigger actions to take place.

You can build your own recipes, deciding the triggering event/s as well as the resulting action/s.

Read more in Build PlanRadar Connect Recipes.

PlanRadar Connect already provides some basic recipes for typical workflows with third-party apps.

Read more in PlanRadar Connect Basic Recipes.