Planhat

Planhat is a customer-success platform widely used by B2B SaaS teams to track product adoption, health scores, and customer outcomes. Advanced Form Integration sends form submissions to Planhat as new end-users.

What you’ll need

• An active Planhat account.
• A Planhat API token (Settings → API → Generate token).
• Your Planhat tenant ID (the prefix in your Planhat URL).
• The Advanced Form Integration plugin installed and activated.

Connect Planhat to AFI

1. In WordPress, go to AFI → Settings → Planhat.
2. Enter the API token and tenant ID.
3. Click Save Changes.

Create the integration

1. Go to AFI → Add New.
2. Configure the trigger.
3. In Action → Platform, select Planhat.
4. In Task, choose Create End User.
5. Map the form fields:

• Email (required), Name, First Name, Last Name.
• Phone.
• Company ID (required, the Planhat company the end-user belongs to).
• Title, Position.
• Custom end-user attributes by name.

1. Optional: configure Conditional Logic.
2. Click Save Integration.

Conditional logic example

Create a Planhat end-user record only when the form’s account_type field equals “paying-customer”. Trial users skip Planhat until they convert.

Related docs

• Send Contact Form 7 to Planhat
• Conditional Logic