> For the complete documentation index, see [llms.txt](https://whatcrm.gitbook.io/whatcrm-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://whatcrm.gitbook.io/whatcrm-docs/english/integrations-products/planfix-and-whatsapp-from-whatcrm.md).

# Planfix and WhatsApp from Whatcrm

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

<figure><img src="/files/1okZlZsezHeAABGcrlLU" 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="/files/Hivdjo2LYosbaRT4uvxO" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/rvrzuna3bvg8t10ad4vC" alt=""><figcaption></figcaption></figure>

2.3 Click “Create token”

<figure><img src="/files/bfmD7Loa7lR2LLsnA2mV" 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="/files/6pMzVyWGFcriCQLF7qOB" alt=""><figcaption></figcaption></figure>

2.5 Your authorization token has been created.

<figure><img src="/files/402NePwE4itPnuvmRct2" 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="/files/ojWZJ7vthYMsV1hY8c7m" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/iRkFJRMDi7KibqoB4LsE" 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="/files/UZK3vuUOsKAvDnLeosxN" alt=""><figcaption></figcaption></figure>

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

<div><figure><img src="/files/7wmNH30h6qq3FAvaFljr" alt=""><figcaption></figcaption></figure> <figure><img src="/files/7zPH1KNYEfdPywYSMW9p" alt=""><figcaption></figcaption></figure></div>

6.3 Click "Configure"

<figure><img src="/files/TVLXLiK15UVeuuXtPuWE" alt=""><figcaption></figcaption></figure>

6.4 In the integration parameters, you must specify:

<figure><img src="/files/Pc7FISFRYgXVwqeqnpSR" 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="/files/O0onl9vA317jFyvaq7oj" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/en7TwI1GYLmA1VxSoiz2" alt=""><figcaption></figcaption></figure>
