# Planfix and Telegram from Whatcrm

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

<figure><img src="/files/77LSbyQrfPRgCAa3lzBT" 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="/files/w9diUYNWK3UKMXTmjdd6" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/gAwAfjZJsinYdXEI2ndP" alt=""><figcaption></figcaption></figure>

2.3 Click “Create token”

<figure><img src="/files/otpSWMAFklU38J3u3EvH" 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="/files/31cohPZmqt93cEapSOUb" alt=""><figcaption></figcaption></figure> <figure><img src="/files/zrgslQxaOLBnHjWmNTWV" alt=""><figcaption></figcaption></figure></div>

2.5 Your authorization token has been created.

<figure><img src="/files/EzjoBkgtz460P76Nm44S" 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="/files/NGUyyEnNBZAkVaRGHTCl" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/NJaPD6wKHkJgtHMqzmo9" 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="/files/AVSS6BA93sQT3lDwiKFx" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/SeY5x6ISZF0zzvcuprO7" alt=""><figcaption></figcaption></figure>

6.3 Click “Add chat”

<figure><img src="/files/FHBvVt8vSsWH5CwHQA2q" alt=""><figcaption></figcaption></figure>

6.4 In the integration settings, you need to specify:

<figure><img src="/files/YG4jBzo0kQ2zG7JqIZrT" 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="/files/AmKcsQF8XQVSP0yxJVSO" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/4dEbZ3nfU4ZywvRXSsvs" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/rXNtCfSj9oXCBJ8PZgTD" alt=""><figcaption></figcaption></figure>


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