Let Oomnitza be your single source of truth!
You'll get visibility of your assets as data from Planhat is automatically transformed into consumable information and actionable insights.
Connect Oomnitza and Planhat in minutes
Get the information and insights that you need by creating configurable workflows for:
-
- Retrieving detailed information relating to your assets.
- Onboarding and offboarding assets.
- Managing your customers' subscriptions, including creating, updating, and deleting licenses.
Navigation
Before you start
Before you can create the integration with Oomnitza, you need to have added your Planhat credentials to Oomnitza.
We recommend that you also create an extended integration for Planhat assets. You can use the information retrieved in these integrations to trigger workflows.
Creating workflows
Create asset workflows
To create an asset workflow, you must complete these steps:
- Click Configuration > Workflows
- Click Add (+) and select Assets from the list.
- Edit the Begin Block and add rules to trigger the workflow. For example, if you set the Actions to New, the workflow will run for every new asset record added to Oomnitza.
- Drag and drop the API block onto the Sandbox.
- Click Edit on the API block and enter Planhat in the search field.
- Select a preset from the list below. To choose a preset, click the forward arrow (>).
- Select the credentials that you created in Adding your Planhat credentials to Oomnitza.
- Enter any mandatory information when prompted.
- Select Advanced Mode.
- Select the Information tab. Review and ensure that the properties referenced in this location, such as
{{planhat_asset_id}}
, exist in Oomnitza and are populated with information before you run this workflow. You can create an asset integration to retrieve this information before you run this workflow. -
Select the Response tab. You can map the entire response by placing
{{response}}
in the Response field and mapping it to a custom long text Oomnitza field, such as API Response. Once you have the entire response, you can then parse the JSON response values to custom Oomnitza fields, as per the example below. - Connect the Blocks.
- Save, validate, and activate your workflow.
Fig: Mapping the Planhat Get Asset by ID response.
Using the Planhat Delete Asset preset
The Planhat Delete Asset preset deletes a Planhat asset.
The asset to be deleted is referenced in the Advanced Mode > Information tab in the property{{planhat_asset_id}}
.
For further information, see Planhat Docs: Delete Asset.
Using the Planhat Get Asset by ID preset
The Planhat Get Asset by ID preset fetches a Planhat asset by ID.
The asset to be retrieved is referenced in the Advanced Mode > Information tab in the property{{planhat_asset_id}}
.
For further information, see Planhat Docs: Get Asset by ID.
Using the Planhat Update Asset preset
The Planhat Update Asset preset updates a Planhat asset by ID.
The asset to be updated is referenced in the Advanced Mode > Information tab in the property{{planhat_asset_id}}
.You can add more asset details in the Advanced Mode > Body tab, such as the external id, or any custom fields you have configured. For further information, see Planhat Docs: Update Asset.
Using the Planhat Create Asset preset
The Planhat Create Asset preset creates an asset.
You can add more asset details in the Advanced Mode > Body tab, such as the external id, or any custom fields you have configured. For further information, see Planhat Docs: Create Asset.
Using the Planhat Planhat Delete Licenses preset
The Planhat Planhat Delete Licenses preset deletes a Planhat license.
The license to be deleted is referenced in the Advanced Mode > Information tab in the property{{planhat_license_id}}
.
For further information, see Planhat Docs: Delete License.
Using the Planhat Get License by ID preset
The Planhat Get License by ID preset fetches a Planhat license by ID.
The license to be retrieved is referenced in the Advanced Mode > Information tab in the property{{planhat_license_id}}
.
For further information, see Planhat Docs: Get License by ID.
Using the Planhat Update Licenses preset
The Planhat Update Licenses preset updates a license by ID. Enable the Renew Subscription? checkbox to automatically renew the subscription once the notice period is passed.
You can add more license details in the Advanced Mode > Body tab, such as the renewal period and total license value. For further information, see Planhat Docs: Update License
Using the Planhat Create Licenses preset
The Planhat Create Licenses preset creates a new Planhat license. When creating a new license you will need to supply the following:
- The related company ID. You can create an asset integration to retrieve this information before you run this workflow.
- Start of the license period (ISO format).
- The currency code, for example, "USD".
- The total license value for the whole subscription period - must be a positive number.
You can add more license details in the Advanced Mode > Body tab, such as the renewal period, company name, and product. For further information, see Planhat Docs: Create License
Comments
0 comments
Please sign in to leave a comment.