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Company Created
This trigger fires whenever a new company is created.
trigger
MCP
Planhat [Beta] MCP Server
Connect Planhat [Beta] with your AI tools and agents through the MCP - secure, ready-to-use access with no coding needed.
Connect Planhat [Beta] MCP with your AI Tools
Company Updated
This trigger fires whenever an existing company is modified.
trigger
Conversation Created
This trigger fires whenever a new conversation is created.
trigger
Enduser Created
This trigger fires whenever a new enduser is created.
trigger
Enduser Updated
This trigger fires whenever an existing enduser is modified.
trigger
Invoice Created
This trigger fires whenever a new invoice is created.
trigger
Invoice Updated
This trigger fires whenever an existing invoice is modified.
trigger
Issue Created
This trigger fires whenever a new issue is created.
trigger
Issue Updated
This trigger fires whenever an existing issue is modified.
trigger
Connect Planhat [Beta] with your stack
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Deploy in minutes. Not days
Purpose-built AI agents for the GTM motions that matter most. Each one connects to your tools and starts working immediately.
Visitor Intelligence
Identifies anonymous website visitors, matches them to your ICP, and routes high-intent accounts to your team in real-time.
Outbound Prospecting
Builds targeted prospect lists, enriches contacts, and generates personalized outreach sequences at scale.
Pipeline Enrichment
Keeps your CRM data fresh by enriching contacts and companies from multiple sources — automatically, continuously.
Sales Research
Deep-dives into target accounts — funding, news, hiring signals, tech stack — and prepares call briefs before meetings.
Campaign Personalization
Takes your campaign list and generates hyper-personalized messaging using company context, news, and intent signals.
Inbound Qualification
Scores and qualifies inbound leads against your ICP, enriches them, and routes hot leads to the right rep instantly.