# Planfix and WhatsApp from Whatcrm

1. Register with Planfix CRM at <https://planfix.com/>

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FLH53p90xKTwhVnAMNJNr%2Fimage.png?alt=media&#x26;token=a5df4a01-e0c3-47a0-a6b6-d2fb86edc920" alt=""><figcaption></figcaption></figure>

2\. Get an authorization token to connect Planfix with WhatsApp by Whatcrm (you will need it to register in our system)

2.1 Go to the “Account Management” section.

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FfBDoHtAV7PaD4E7x5aBx%2Fimage.png?alt=media&#x26;token=17ec9d1f-0b34-4842-9b9c-f019e2725c47" alt=""><figcaption></figcaption></figure>

2.2 Go to the “API Access” section and select REST API.

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FmUTakBggohQNzEq2toxG%2Fimage.png?alt=media&#x26;token=454f9904-ebf5-4f42-bab9-2a48acb28657" alt=""><figcaption></figcaption></figure>

2.3 Click “Create token”

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2Fo4TC6EqCLhjmjrD6tGAd%2Fimage.png?alt=media&#x26;token=8f65163b-8bd7-4dd6-b391-a603b56ff363" alt=""><figcaption></figcaption></figure>

**2.4 Important point: it is necessary to select the entire scope separately for the CRM to work correctly.**

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2Ftj7v9LY5j3wXE3GkEaQ4%2FGroup%201%20(67).jpg?alt=media&#x26;token=470b0a0f-c3d1-42e7-86fa-690e53b06f1c" alt=""><figcaption></figcaption></figure>

2.5 Your authorization token has been created.

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2Fa7sLVRmyZgtkJlZxiojF%2Fimage.png?alt=media&#x26;token=f9d1622c-d79b-433d-89e6-24c83f2d03fe" alt=""><figcaption></figcaption></figure>

3. Register with Whatcrm. Follow the link (<https://app.whatcrm.net/planfix>). Enter your email address, full domain (insert your domain without http), and authorization token (from step 2.5). All data must match what you entered when registering with Planfix.

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2F523dv2z6Y853KCK9dhz9%2Fimage.png?alt=media&#x26;token=8bb8bd60-07b5-4da5-8a28-400cfc0778d8" alt=""><figcaption></figcaption></figure>

4. Confirm your email address by entering the verification code sent to your email address.

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FAFBkK9MCKlPYRZePwKpL%2Fimage.png?alt=media&#x26;token=04a37cb3-11fd-40b1-bc53-0442f7b759b8" alt=""><figcaption></figcaption></figure>

&#x20; 5\.  After successful verification, your personal account will open, where you need to create a connection to work with the Planfix Chat API.

6. Get a token to work with WhatsApp integration by Whatcrm.

&#x20;6.1  Go to “System Settings” and then “Integrations.”

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FBLBWuFPSBrYKXPaHmrbe%2Fimage.png?alt=media&#x26;token=af3859a2-bbe5-426e-94a8-6f5af0100c5d" alt=""><figcaption></figcaption></figure>

6.2 Select the "Messengers" section, then "Whatsapp" -> "Third-party services" -> Whatcrm

<div><figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FmrqkSjrWuAkK2oUPrpv0%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202026-01-13%20%D0%B2%2011.14.14.png?alt=media&#x26;token=530bd2e4-e8b3-4e2a-9b34-747f6da04b67" alt=""><figcaption></figcaption></figure> <figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FdAzO1wXzbo7pSEYt0WXl%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202026-01-13%20%D0%B2%2011.14.56.png?alt=media&#x26;token=4ceaaa55-0b47-4a7c-b4f8-e99e20593eaf" alt=""><figcaption></figcaption></figure></div>

6.3 Click "Configure"

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FwH4SCoStzRXxnNZokVjA%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202026-01-13%20%D0%B2%2011.15.54.png?alt=media&#x26;token=60478c4d-4c95-4011-a21b-aa496481c646" alt=""><figcaption></figcaption></figure>

6.4 In the integration parameters, you must specify:

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FDxcXvp8xQb7xFFQMxePq%2FGroup%201%20(68).jpg?alt=media&#x26;token=187e2c85-1347-45ad-9a81-25bf228d8e33" alt=""><figcaption></figcaption></figure>

* The authorization key for WhatCrm will be generated automatically. It must be entered in the "Authorization key" field in the connection settings.
* The authorization key for planfix is also located in the connection settings (you need to copy it from there and paste it into the planfix integration settings)

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FOgareY3uDyZ2dh2iSpKc%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202026-01-13%20%D0%B2%2011.25.37.png?alt=media&#x26;token=9c0c9c63-2227-4dbd-bbfa-5226d3c36e6e" alt=""><figcaption></figcaption></figure>

7. All messages that will be written after the connection will appear in the tasks.

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FFON5Qc9PgrlI9XR5Ic4j%2Fimage.png?alt=media&#x26;token=fdfd726c-889f-445c-97db-bed7b1da724b" alt=""><figcaption></figcaption></figure>


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