Connect Willo to Planfact

Both apps 40Willo 20Planfact 20

• Trigger
  List Users

  Triggers when a new user is added to your Willo account.

• Action
  Accept Candidate

  Marks a participant in a Willo interview as Accepted and returns the updated participant. Can also update the participant's name, phone number and custom ID in the same step.

• Action
  Add department

  Creates a new department in your Willo organisation and returns the department, including its key and branding.

• Action
  Add interview from template

  Creates a new interview in Willo from one of your interview templates and returns the new interview.

• Action
  Create Company

  Creates a new company as a child organisation under your Willo organisation, with the owner you name.

• Action
  Create Interview

  Creates a new video interview in Willo with its questions, department, message templates and settings.

• Action
  Delete interview

  Deletes an interview from your Willo account.

• Action
  Delete participant

  Deletes a participant from Willo. Returns whether the deletion was confirmed.

• Action
  Get interview

  Returns a Willo interview by its key, including its questions, owner, department, reviewers, message templates and settings. An error occurs if the interview is not found.

• Action
  Get participant

  Returns a Willo participant (candidate) with their contact details, status, interview, department, scores and answers.

• Action
  Get user

  Returns a Willo user's details, including email, full name, phone, role and status.

• Action
  Invite Someone

  Invites a person to a Willo interview as a participant and returns the new participant with their invite link.

• Action
  List departments

  Returns the departments in your Willo organisation, optionally filtered by name, owner email or owner.

• Action
  List interviews

  Returns the interviews in your Willo account, optionally narrowed by department, owner or a search term, and sorted the way you choose.

• Action
  List message templates

  Returns the message templates (email and SMS) in your Willo account, optionally filtered by title, type or trigger.

• Action
  List participants

  Returns the participants in your Willo account, optionally narrowed to an interview, department or owner, or by a text search.

• Action
  List users

  Returns the users in your Willo account with their key, email and full name.

• Action
  Reject Candidate

  Rejects a candidate by setting the participant's status to Rejected, optionally updating their name, phone or custom ID.

• Action
  Update interview

  Updates an existing interview's details, questions, reviewers, message templates and settings, changing only the values you provide. Returns the updated interview.

• Action
  Update participant

  Updates a participant's name, phone, status (Accepted or Rejected) or your own reference ID.

• Action
  Add account

  Creates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance.

• Action
  Add contragent

  Creates a new contragent (counterparty) in Planfact.

• Action
  Add invoice document

  Creates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines.

• Action
  Add operation category

  Creates a new income, outcome or balance-sheet category (article) in PlanFact.

• Action
  Add operation income

  Creates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories.

• Action
  Add operation outcome

  Creates an outcome (payment / expense) operation in Planfact on the chosen account.

• Action
  Add product

  Creates a new product or service in Planfact with its name, price, currency and VAT.

• Action
  Add project

  Creates a new project in Planfact, optionally in a project group and linked to a budget.

• Action
  Delete contragent

  Deletes a contragent (counterparty) from Planfact.

• Action
  Delete operation

  Deletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID.

• Action
  Get account

  Returns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details.

• Action
  Get contragent

  Returns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories.

• Action
  Get operation

  Returns a single Planfact operation (income, outcome, move, accrual, shipment or supply) by its id, including its account, counterparty, category and project parts.

• Action
  Get project

  Returns a Planfact project by its ID, including its group, currency and status.

• Action
  List contragents

  Returns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date.

• Action
  List operation categories

  Returns the account's income and expense categories (operation categories), optionally filtered by type, name or parent.

• Action
  List products

  Returns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date.

• Action
  List projects

  Returns the projects in your Planfact account, optionally filtered by name, group, status or dates.

• Action
  Update contragent

  Updates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group.

• Action
  Update project

  Updates an existing Planfact project's name, comment, status, group, budget or closed flag.

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