Integrations / Productivity

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Manage Hub Planner bookings and projects from WhatsApp

Flann connects Hub Planner to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Hub Planner action. Each morning, Flann can tell you what is due, what slipped and who is waiting on whom in Hub Planner. Ask and it answers.

122 actions in Hub Planner. 51 only look things up, and 71 create, update, send or delete. You connect with your API key.

What you can ask Flann to do in Hub Planner

Type it or say it in a voice note. Flann works out which Hub Planner action you mean.

FlannWhatsApp
  • “Find bookings in Hub Planner.”

  • “Find projects in Hub Planner.”

  • “Find events in Hub Planner.”

  • “Create a booking in Hub Planner.”

  • “Create a project in Hub Planner.”

  • “Create an event in Hub Planner.”

What Flann can work with in Hub Planner

Hub Planner gives Flann 122 actions across 16 kinds of record. These are the ones you are most likely to use.

RecordWhat Flann can doActions
Projectsaddcreatedeletelook upsearchupdate9
Bookingscreatedeletelook upupdatesearch8
Clientsaddcreatedeletelook upsearchupdate8
Project tagsaddcreatedeletelook upupdate7
Time entriescreatedeletelook upsearchupdate7
Cost categoriescreatedeletelook upsearchupdate6
Eventscreatedeletelook upsearchupdate6
Booking categoriescreatelook upsearchupdate5

How the same booking job compares, in Hub Planner directly and through Flann.

CompareHub Planner on its ownEvery step is yoursWith FlannThe work comes to your chat
How you askOpen the app and find the right pageA WhatsApp message, typed or spoken
Finding answers about bookingsFilters and searches you run yourself51 look-ups, answered straight away
Making changesTyped in by hand71 changes, made from a message
Hub Planner recordsAll of them, one screen at a time16 kinds, from one chat
Getting connectedNothing new to set upYour Hub Planner API key, once

YesPartlyNo

Step by step: Hub Planner jobs you can hand to Flann

What happens between your message and the result in Hub Planner.

Change

Create a booking from a voice note

  1. You message Flann on WhatsApp: “Create a booking in Hub Planner with these details.”
  2. Flann runs List Bookings in Hub Planner and shows you what it found.
  3. Flann runs Create Booking in Hub Planner.
  4. Flann creates it in Hub Planner and confirms in the chat.
Change

Fix a project without opening Hub Planner

  1. You message Flann on WhatsApp: “Change the project in Hub Planner: here is what is different.”
  2. Flann runs List Projects in Hub Planner and shows you what it found.
  3. Flann runs Update Hub Planner projects in Hub Planner.
  4. Flann makes the change in Hub Planner and confirms in the chat.
Change

Clean up events you no longer need

  1. You message Flann on WhatsApp: “Which events in Hub Planner are out of date? Remove the ones I confirm.”
  2. Flann runs List Events in Hub Planner and shows you what it found.
  3. Flann runs Delete Event in Hub Planner.
  4. Each removal is confirmed in the chat.

The Hub Planner jobs you can stop doing yourself

You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.

Capturing actions from a team meeting

Today

After a team meeting, actions get agreed but nobody writes them into Hub Planner. A week later, everyone remembers the meeting differently.

With Flann

“Here are the notes from this morning’s meeting. Create the actions in Hub Planner with owners.”

Reading your notes, Flann picks out each decision and action, names who owns it and suggests a due date.

What you stop doing: Being the one who types up actions after every meeting is behind you.

Answering “where are we with my job?”

Today

Clients ask for updates at awkward moments. To answer, you open Hub Planner, find their project and piece together what has happened since you last spoke.

With Flann

“Where are we on the Morgan bathroom refit in Hub Planner? Draft an update for the client.”

In Hub Planner, Flann reads the project’s finished, current and waiting tasks and writes a plain-English update the client will understand, without internal notes or jargon. You see the draft in the chat.

What you stop doing: Piecing together a client update from the board yourself is over.

How Flann connects to Hub Planner

  1. In Flann, go to Connectors and find Hub Planner.
  2. Paste your Hub Planner API key into the secure form Flann opens. You will find the key in your Hub Planner account settings.
  3. Go back to WhatsApp and ask for what you need. Flann chooses the Hub Planner action and fills in the details.

Reading from Hub Planner is instant. Hub Planner stays connected until you remove it in Connectors.

Ways to use Hub Planner with Flann

What is due today

Ask Flann what is overdue or due today. It reads Hub Planner and sends you the list.

Close things off

Tell Flann a job is done. It prepares the update in Hub Planner so the list stays honest.

Plan the week in a message

Tell Flann what needs doing this week.

Everything Flann can do in Hub Planner

All 122 Hub Planner actions, as Flann sees them.

Looks up 51

  • Get Booking by ID
  • Get Client by ID
  • Get Project
  • Get Resource by ID
  • Get Time Entry by ID
  • List Bookings
  • List Clients
  • List Projects
  • List Resources
  • List Time Entries
  • Search Bookings
  • Search Clients
  • Search Projects
  • Search resources
  • Search Time Entries
  • Get Billing Rate by ID
  • Get Booking Category by ID
  • Get Cost Category
  • Get Event by ID
  • Get Holiday by ID
  • Get Milestone
  • Get Project Custom Field Template
  • Get Project Custom Field Templates
  • Get Project Group
  • Get Project Tags
  • Get Resource Custom Field Template
  • Get Resource Custom Field Templates
  • Get Resource Tags
  • Get Vacation by ID
  • List Billing Rates

and 21 more

Changes 71

  • Create Booking
  • Create Client
  • Create Project
  • Create Resource
  • Create Time Entry
  • Add Clients to Project
  • Add project custom field choices
  • Add Project Tags
  • Add Projects to Group
  • Add Resource Custom Field Choices
  • Add Resource Tags
  • Add Resources to Project
  • Add Resources to Resource Group
  • Create Billing Rate
  • Create Booking Category
  • Create Cost Category
  • Create Event
  • Create Holiday
  • Create Milestone
  • Create Project Custom Field Template
  • Create Project Group
  • Create Project Tag
  • Create Resource Custom Field Template
  • Create Resource Tag
  • Create Vacation
  • Delete Billing Rate
  • Delete Booking
  • Delete Bookings
  • Delete Client
  • Delete Cost Category

and 41 more

More Productivity apps Flann works with

See all integrations

Common questions

What can Flann do with projects in Hub Planner?

Flann can add, create, delete, look up and search projects in Hub Planner, using 9 actions (Add Projects to Group, Create Project, Delete Project, Delete Projects and more). Looking up runs straight away and changes nothing. The other actions create or change projects in Hub Planner.

What can Flann do with bookings in Hub Planner?

Flann can create, delete, look up, update and search bookings in Hub Planner, using 8 actions (Create Booking, Delete Booking, Delete Bookings, Get Booking by ID and more). Looking up runs straight away and changes nothing. The other actions create or change bookings in Hub Planner.

How does Flann connect to Hub Planner?

Open Connectors in Flann, choose Hub Planner and paste your Hub Planner API key into a secure form. You will find the key in your Hub Planner account settings. Once it is connected, Flann can use 122 actions in Hub Planner.

How do I ask Flann to do something in Hub Planner?

Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Hub Planner action that fits and asks if anything is missing.

Which Flann plan do I need for Hub Planner?

Any of them. Every Flann plan includes Hub Planner and every other app.

Put Hub Planner to work from WhatsApp.

Flann connects to the WhatsApp number you already use. Connect Hub Planner and ask for what you need. Live in 24 hours.