Connect Apps with PlanRadar Connect

Overview

PlanRadar Connect provides automated workflows, called recipes, that integrate your PlanRadar account with other applications. In order for these recipes to run, the connection must be configured correctly. Otherwise the workflow will not run.

How to access PlanRadar Connect connections

1. Hover over Settings
2. Click Account
3. Click PlanRadar Connect
   
4. Click Connections
   

Connect PlanRadar

To connect your PlanRadar account with PlanRadar Connect:

1. Click PlanRadar
   
2. Enter your API Key
   

   Your API Key is the same as your Personal Access Token, check Create or Delete Personal Access Tokens > Create a Personal Access Token

3. Enter your Customer ID 
   

   The Customer ID can be found in the Settings > Account under Account ID

4. Enter your PlanRadar URL
5. Click Connect
   
6. The application will show a message in green, confirming the connection of PlanRadar with PlanRadar Connect
   

Connect Ready Applications

PlanRadar provides several sample recipes to help automate workflows. To use these recipes, you must first connect the third-party applications they require. The applications featured in these recipes are already listed under the Connections tab.

Here's how to connect them:

Outlook

To connect Outlook with PlanRadar Connect: 

1. Click Outlook
   
2. Click Sign in with Microsoft
   
3. A new window opens to allow you to sign in to your Microsoft account
   

   You need the right permission from the account admin to be able to connect your Outlook account.

4. Once you sign in to your Microsoft account, the application will show a message in green, confirming the connection of Microsoft Outlook with PlanRadar Connect
   

OneDrive

To connect OneDrive with PlanRadar Connect:

1. Click OneDrive
   
2. Click Sign in with Microsoft
   
3. A new window opens to allow you to sign in to your Microsoft account
   

   You need the right permission from the account admin to be able to connect your OneDrive account.

4. Once you sign in to your Microsoft account, the application will show a message in green, confirming the connection of Microsoft OneDrive with PlanRadar Connect
   

Google Sheets

To connect Google Sheets with PlanRadar Connect:

1. Click Google Sheet
   
2. Click Sign in with Google
   
3. A new window opens to allow you to sign in to your Google account
4. Once you sign in to your Google account, the application will show a message in green, confirming the connection of Google Sheet with PlanRadar Connect
   

Google Workspace Gmail

To connect Google Workspace Gmail with PlanRadar Connect:

1. Click Google Workspace Gmail
   
2. Click Sign in with Google
   
3. A new window opens to allow you to sign in to your Google account
4. Once you sign in to your Google account, the application will show a message in green, confirming the connection of Google Workspace with PlanRadar Connect
   

Google Drive

To connect Google Drive with PlanRadar Connect:

1. Click Google Drive
   
2. Click Sign in with Google
   
3. A new window opens to allow you to sign in to your Google account
4. Once you sign in to your Google account, the application will show a message in green, confirming the connection of Google Drive with PlanRadar Connect
   

Dropbox

To connect Dropbox with PlanRadar Connect:

1. Click Dropbox
   
2. Click Connect
   
3. A new window opens to allow you to sign in to your Dropbox account
4. Once you sign in to your Dropbox account, the application will show a message in green, confirming the connection of Dropbox with PlanRadar Connect
   

Connect New Applications

If you want to connect apps with PlanRadar Connect that are not listed in the Connections tab:

1. Click Create
2. Click Connection
   
3. Type the name of the application in the search bar
   
4. Click the app you want to connection, for example: Confluence
   
5. Continue with connecting the app
   

   Find the app you want to connect in Workato's Connector Directory.