Integrations Directory 
Planhat
Planhat is a CRM software focused on customer engagement and analytics.
- Users
- Accounts
- Deals
- Interactions
- Contacts
- Tasks
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Event Promotion & Follow-up
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
Module:Marketing
Entity:Event Campaign
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Payment Request
Request payment from customers or initiate payment to vendors.
Module:Finance & Accounting
Entity:Invoice
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Stock Reservation
Reserve inventory for specific sales or production orders.
Module:Inventory Management
Entity:Inventory Allocation
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Financial Statement/Reporting
Prepare and submit financial statements and reports for compliance and analysis.
Module:Finance & Accounting
Entity:Custom Entity
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