# Planfix and Telegram 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%2F6YdDxjK2JVspwU4cfpGg%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%202025-11-20%20%D0%B2%2011.13.14.png?alt=media&#x26;token=ef66b6a8-bd68-4564-ad35-2dbdea106268" alt=""><figcaption></figcaption></figure>

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

&#x20;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%2FOejVgWhXBvz3Kh3rsm8Z%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%202025-11-20%20%D0%B2%2011.22.13.png?alt=media&#x26;token=9286bae3-96e4-4e92-a39f-ac19b8669b48" 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%2F0XVJVbtAFwnACw2jWW2n%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%202025-11-20%20%D0%B2%2011.23.55.png?alt=media&#x26;token=deeb0a41-e866-4078-9461-810106b4de51" 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%2FHOol3BOmTYW0LWbexIgm%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%202025-11-20%20%D0%B2%2011.25.25.png?alt=media&#x26;token=95dbf18b-8378-40ba-a411-6874de264482" alt=""><figcaption></figcaption></figure>

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

<div><figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FYcBb8cKNVSz0V8s8a2ZY%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%202025-11-20%20%D0%B2%2011.30.35.png?alt=media&#x26;token=ecf671bc-7865-43f1-a90e-3b8b2098dd79" alt=""><figcaption></figcaption></figure> <figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2F6NcEkX6kxlJDrpr8jGK3%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%202025-11-20%20%D0%B2%2011.28.57.png?alt=media&#x26;token=b2f05535-e97a-474f-a958-f3418262ffed" alt=""><figcaption></figcaption></figure></div>

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%2FCReTVISm46D5DZYbEqvV%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%202025-11-20%20%D0%B2%2011.35.23.png?alt=media&#x26;token=47770828-fcb6-4fbd-83ac-f1db898ffdcf" 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.&#x20;

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FGgLKEI20qyV6g2u7eg66%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%202025-11-20%20%D0%B2%2012.39.46.png?alt=media&#x26;token=a31ce7c0-f142-46f8-b0cf-0a2857be7443" 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%2Fj4wsET61JrUOj5PnEp0J%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%202025-11-20%20%D0%B2%2016.58.33.png?alt=media&#x26;token=75e2afd9-f537-4d4c-abfe-df0065409642" 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 Telegram 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%2Fk9YlcCtLO6XtaEyT0lmg%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%202025-11-20%20%D0%B2%2011.43.02.png?alt=media&#x26;token=15c97c42-5c0b-4f63-bb60-62ea14e83eec" alt=""><figcaption></figcaption></figure>

6.2 Select the “Chats” section, then “Planfix API for chats.”

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FEXKsQWCgq2rXKgrf17ht%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%202025-11-20%20%D0%B2%2011.44.55.png?alt=media&#x26;token=de46d28f-a574-4766-bf7d-1eb91259aa82" alt=""><figcaption></figcaption></figure>

6.3 Click “Add chat”

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FnA2vguDX2bmY5QeTFRBN%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%202025-11-20%20%D0%B2%2011.45.45.png?alt=media&#x26;token=04e3ca8a-b606-4d86-b974-097a07f565bc" alt=""><figcaption></figcaption></figure>

6.4 In the integration settings, you need to specify:

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FPwFGufqYJDFWeimUlgnJ%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%202025-11-20%20%D0%B2%2013.17.20.png?alt=media&#x26;token=7a753fdc-9955-4d4b-8014-e93609a8f772" alt=""><figcaption></figcaption></figure>

* &#x20;After successfully scanning the QR code to connect your account, a window with token settings will open.

Authorization key — token from Planfix.

{% embed url="<https://domain.planfix.net/?action=integration&group=3&type=9>" %}

* Authorization key for Planfix — set automatically after connecting the number; it must be entered when configuring the integration.

{% embed url="<https://app.whatcrm.net/connections>" %}

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2Ffu2Zv1TkwswsqtyaDEbR%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%202025-11-20%20%D0%B2%2013.19.24.png?alt=media&#x26;token=7de0ff20-7cd5-44ff-b8de-5b9d9c3f0735" alt=""><figcaption></figcaption></figure>

* The address for receiving notifications is <https://planfix.whatcrm.net/webhook>
* ProviderID is the connection API key.

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FApvmd4hCgSKTWGJRD6Zl%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%202025-11-20%20%D0%B2%2013.20.56.png?alt=media&#x26;token=1dd22b2d-138c-41b7-bb80-157f48292049" 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%2FEILJaYooCfgKCbuH0XaD%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%202025-11-20%20%D0%B2%2013.23.06.png?alt=media&#x26;token=01028c1d-459f-47f6-b400-cba61b667fd4" alt=""><figcaption></figcaption></figure>
