Planfix and Telegram from Whatcrm

1. Register with Planfix CRM at https://planfix.ru/

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

2.1 Go to the “Account Management” section.

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

2.3 Click “Create token”

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

2.5 Your authorization token has been created.

1. 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.

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

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

1. Get a token to work with Telegram integration by Whatcrm.

6.1 Go to “System Settings” and then “Integrations.”

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

6.3 Click “Add chat”

6.4 In the integration settings, you need to specify:

• After successfully scanning the QR code to connect your account, a window with token settings will open.

Authorization key — token from Planfix.

There is no account with such name yetdomain.planfix.net

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

Whatcrmapp.whatcrm.net

• The address for receiving notifications is https://planfix.whatcrm.net/webhook

• ProviderID is the connection API key.

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