Google Calendar
Events both ways, linked to the contact when the email matches.
- OAuth per user
- Invites and attendees
One Google calendar per user.
Integrations
Talks to what you already use
Accounting, files, calendar, email and WhatsApp — no painful migrations and no promising what doesn't sync.
- Google Calendar
- Google Drive and Docs
- CalDAV
- IMAP / SMTP
- Bitrix24
- TocOnline
- Stripe
Integrations
What each integration syncs
Google Drive and Docs
Documents created and linked to projects, tasks and proposals.
- Create Docs from Plaanly
- Link existing files
Doesn't sync whole folders — links specific files.
CalDAV
Any compatible calendar server — Nextcloud, iCloud, Fastmail.
- Two-way
- Multiple calendars
Depends on the server's capabilities.
IMAP / SMTP
Your email account inside the CRM: Gmail, Outlook, anything.
- Inbox with emails linked to contacts
- Sending with signature and templates
Syncs in chunks; very large mailboxes take a while the first time.
Client conversations linked to the CRM.
- Native connection
- In-app notifications
One connection per company.
Bitrix24
Connector for teams that already have WhatsApp in Bitrix24.
- Messages in the contact feed
- Installed from Bitrix24.Market
WhatsApp only; doesn't sync the Bitrix CRM.
TocOnline
Accounting: linked clients and documents.
- OAuth
- Synced clients
Invoicing stays in TocOnline.
Stripe
Plaanly's own subscriptions.
- Card payment
- Automatic invoices
Not a gateway for your clients.
AI
Plug in your AI provider
Your key, your data. Plaanly uses it for lead summaries, email drafts and proposals from notes.
- OpenAI
- Anthropic
- Mistral
- Groq
- DeepSeek
- OpenRouter
- Ollama
- Azure
FAQ
Questions about integrations
Is there an API?
There are internal endpoints used by the app itself. A documented public API is on the roadmap — if you need it, tell us the case.
Zapier / Make?
Not yet. On the roadmap after the public API.
Microsoft 365?
Email via IMAP/SMTP works today. Native Microsoft calendar is in development.
Invoicing tools?
Today the only accounting link is TocOnline (Portugal). Tell us which one you use.
Shall we put your company in one place?
Tell us what you're using today. We'll show you how it looks in Plaanly.