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Planhat – Gotchas

Service ID: planhat

Planhat is an enterprise level Customer Success platform, simplifying customer success and lowering churn for businesses globally.

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8 gotchas across 4 resources

These are connector-specific behaviors and limitations to be aware of when integrating.

Activities2 gotchas

addactivitiesAdd

While creating an activity, the type should always be task.

updateactivitiesUpdate

While updating an activity, the type should always be task.

Companies2 gotchas

addcompaniesAdd

The status values mentioned by planhat are prospect,coming,customer,canceled,lost.

updatecompaniesUpdate

The status values mentioned by planhat are prospect,coming,customer,canceled,lost.

Opportunities2 gotchas

addopportunitiesAdd

The allowed status values are active, won and lost. Default is active.

updateopportunitiesUpdate

The allowed status values are active, won and lost. Default is active.

Users2 gotchas

addusersAdd

While creating a user, the status should be active. Default status is inactive

updateusersUpdate

While updating a user, the status should be active. Default status is inactive