Create new PlanRadar Connect Recipes

1 Overview

*PlanRadar Connect* allows you to automate workflows by creating recipes—automated sequences that integrate *PlanRadar* with third-party apps such as Outlook, OneDrive, Google Sheets, or Dropbox. Recipes eliminate repetitive tasks and reduce human error.

A recipe consists of two parts:

• Trigger – the event that starts the automation

• Actions – the tasks that occur when the trigger happens

2 Access PlanRadar Connect

1. Navigate to **Settings > Account > PlanRadar Connect**.

2. Click the **Recipes** tab.

3. Select **Create Recipe** to open the recipe editor.
   

3 Set the Trigger

Triggers define when the recipe should start. You can choose:

• Event-based triggers (e.g. 'When a new ticket is created')

• Time-based triggers (e.g. 'Every day at 6:00 PM')
  

To configure the trigger:

1. Click the **Trigger** box.

2. Select the app and event.

3. Add conditions (e.g. project filters) if needed.

4. Ensure the app is authorized under the **Connections** tab.
   
   
   
   
   

4 Define Actions

Actions are the tasks executed when the trigger fires. Examples include:

• Create or update *tickets*

• Send notifications via email

• Store data in spreadsheets or cloud drives
  
  
  

To add an action:

1. Click **+ Add an Action**.

2. Choose the app and action type.

3. Map data from the trigger or previous actions into the fields.

4. Use conditional logic (if/else) if needed.
   

5 Test the Recipe

Always test your recipe before going live:

1. Click **Save** in the editor.

2. Click **Test Recipe**.

3. Trigger the recipe manually or use sample data.

4. Review the log to confirm expected behavior.
   

6 Error Handling and Troubleshooting

Common issues include:

• Expired credentials or missing authorizations

• Missing required fields

• API errors from third-party apps

Troubleshooting steps:

1. Go to the **Jobs** tab to review error logs.

2. Reconnect apps via the **Connections** tab.

3. Check field mappings and filters in the recipe.

7 Start the Recipe

Once everything is set up and tested:

1. Return to the recipe dashboard.

2. Click **Start Recipe** to activate it.

The recipe will now run automatically when the trigger conditions are met.