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
Navigate to **Settings > Account > PlanRadar Connect**.
Click the **Recipes** tab.
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:
Click the **Trigger** box.
Select the app and event.
Add conditions (e.g. project filters) if needed.
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:
Click **+ Add an Action**.
Choose the app and action type.
Map data from the trigger or previous actions into the fields.
Use conditional logic (if/else) if needed.
5 Test the Recipe
Always test your recipe before going live:
Click **Save** in the editor.
Click **Test Recipe**.
Trigger the recipe manually or use sample data.
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:
Go to the **Jobs** tab to review error logs.
Reconnect apps via the **Connections** tab.
Check field mappings and filters in the recipe.
7 Start the Recipe
Once everything is set up and tested:
Return to the recipe dashboard.
Click **Start Recipe** to activate it.
The recipe will now run automatically when the trigger conditions are met.
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