List or search Planhat companies.

Get a Planhat company by ID.

Create a new company in Planhat.

Update fields on an existing Planhat company. Pass any other Planhat company field via extra_fields.

Delete a Planhat company.

List Planhat contacts, optionally filtered by company.

Get a Planhat contact (end-user) by ID.

Create a new contact (end-user) in Planhat.

Update fields on an existing Planhat contact (end-user).

Delete a Planhat contact (end-user).

List Planhat opportunities.

Get a Planhat opportunity by ID.

Create a new opportunity in Planhat.

Update fields on an existing Planhat opportunity.

Delete a Planhat opportunity.

List Planhat notes.

Get a Planhat note by ID.

Create a new note in Planhat.

Update fields on an existing Planhat note.

Delete a Planhat note.

List Planhat conversations of any type, optionally filtered by type (e.g. 'email', 'note', 'ticket').

Get a Planhat conversation by ID.

Create a new conversation in Planhat.

Update fields on an existing Planhat conversation.

Delete a Planhat conversation.

List Planhat users (team members).

Get a Planhat user by ID.

Create a new user (team member) in Planhat.

Update fields on an existing Planhat user (team member).

Delete a Planhat user (team member).

List Planhat assets.

Get a Planhat asset by ID.

Create a new asset in Planhat.

Update fields on an existing Planhat asset.

Delete a Planhat asset.

List Planhat issues (bugs / feature requests).

Get a Planhat issue by ID.

Create a new issue in Planhat.

Update fields on an existing Planhat issue.

Delete a Planhat issue.

List Planhat tickets, optionally filtered by company, status, or a search term.

Get a Planhat ticket by ID.

Create a new ticket in Planhat.

Update fields on an existing Planhat ticket.

Delete a Planhat ticket.

List Planhat tasks.

Get a Planhat task by ID.

Create a new task in Planhat.

Update fields on an existing Planhat task.

Delete a Planhat task.

List Planhat licenses (recurring revenue records).

Get a Planhat license by ID.

Create a new license in Planhat.

Update fields on an existing Planhat license.

Delete a Planhat license.

List Planhat invoices.

Get a Planhat invoice by ID.

Create a new invoice in Planhat.

Update fields on an existing Planhat invoice.

Delete a Planhat invoice.