Automation
Connect PlanDocket with external automation platforms via webhooks.
The automation page provides a central overview of your API keys and webhook endpoints, plus quick setup for platforms like Zapier and Make.com. Requires the Webhooks feature flag to be enabled.
Overview
The automation page shows the current status:
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API Keys - Number of active API keys and link to management
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Webhook Endpoints - Number of active webhook endpoints and link to management
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API Base URL - Your tenant's REST API URL for external integrations
Quick Setup
Quickly create webhook endpoints for common platforms:
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Zapier - Enter webhook URL from Zapier and select events to send
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Make.com - Enter webhook URL from Make.com and select events to send
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Custom Name - Optional: Enter a custom name for the webhook endpoint
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Select Events - Choose desired events from the available event categories
Available Event Categories
These events can be sent to external systems:
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Applications - application.approved (approved), application.rejected (rejected)
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Contacts - contact.created (created), contact.updated (updated)
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Participants - participant.added (added), participant.removed (removed), participant.confirmed (confirmed)
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Invoices - invoice.created (created), invoice.paid (paid), invoice.cancelled (cancelled)
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Booths - booth.assigned (assigned), booth.unassigned (unassigned)
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Services - service_order.confirmed (confirmed), service_order.completed (completed)
Advanced Configuration
For detailed configurations:
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Manage API Keys - Under Settings → API Settings, create API keys with permission scopes
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Manage Webhook Endpoints - Under Settings → Webhook Endpoints, configure detailed endpoints with retry logic
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Webhook Deliveries - Under Settings → Webhook Deliveries, monitor the delivery log
Tips
- Use the quick setup for a fast start with Zapier or Make.com
- Only select the events you actually need to avoid unnecessary webhook traffic
- Copy the API base URL from the page directly into your integration platform
- For more complex workflows, combine webhooks with the REST API
Notes
- The automation page requires the Webhooks feature flag to be enabled
- Webhook URLs must use HTTPS and cannot point to internal addresses
- Created webhook endpoints are automatically configured with 3 retry attempts and 30 second timeout