Integration

Connect Planning Center to 5pm

When something happens in Planning Center, your agent does the next thing in 5pm. Describe it in plain language and the automation is built, tested on every branch and kept running.

Planning Center6 triggers5pm7 triggers5pm21 actions

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Everything your agent can do with Planning Center and 5pm

Triggers and actions 13 triggers · 21 actions

Trigger
New Donation
Triggers when a donation is received.
Trigger
New Form Submission
Triggers when a form submission is received.
Trigger
New List Result
Triggers when the specified List has a new Person added.
Trigger
New Plan
Triggers when a new plan is created in the selected service type.
Trigger
New Profile
Triggers when a new Profile is created.
Trigger
New Workflow Card
Triggers when a new workflow card is created in a specific workflow.
Trigger
New Progress
Triggers when a new task progress is created.
Trigger
New Project
Fires when a new project is created in 5pm (poll ProjectsService getList).
Trigger
New Task
Triggers when a new support task is created.
Trigger
New User
Triggers when a new support user is created.
Trigger
Updated Project
Fires when a project is updated in 5pm (poll ProjectsService getList).
Trigger
Updated Task
Triggers when a new support task is updated.
Trigger
Updated User
Triggers when a new support user is updated.
Action
Add Task Progress
Add Task Progress (progress in percent and house down).
Action
Add User
Create a new user in the 5pm account (UsersService add).
Action
Create Note
Creates a new note in task.
Action
Create Project
Creates a new project.
Action
Create Task
Action
Delete Note
Remove an activity note/progress message (ActivityService remove).
Action
Delete Project
Remove a project (ProjectsService remove).
Action
Delete Task
Remove a task from a 5pm project (TasksService remove).
Action
Delete User
Remove a user from the account (UsersService remove).
Action
Find Project by Id
Retrieve a single project by its id (ProjectsService getById).
Action
Find Task
Finds a task in the application.
Action
Find Task by Id
Finds a task by Id in the application.
Action
Find User by Email
Retrieve a user by their email address (UsersService getByEmail).
Action
Find User by Id
Finds a user by Id in the system.
Action
List Notes
List activity notes/progress messages on a task (ActivityService getList).
Action
List Projects
List all projects in the account (ProjectsService getAll/getList).
Action
List Users
List all users in the account (UsersService getAll).
Action
Update Note
Update an activity note/progress message (ActivityService update).
Action
Update Project
Update a project's fields (ProjectsService update).
Action
Update Task
Update task in the application.
Action
Update User
Update a user's fields (UsersService update).

Each app on its own

The other way round: 5pm to Planning Center