Changelog

You can now choose to use a raw Salesforce Query (SOQL) or to query Salesforce data based on an existing sync section for faster advanced integration setup.

You can now set a parent object directly in Create and Update steps in Automations. This lets you automatically link new or updated records to their parent object, such as associating a task or time entry with a company, asset, or other supported object. The parent object is available from the Add field menu in the step, alongside other fields, with no special setup required.

Tasks can now have both a start and a due date. This makes it easier to create and visualize workflows across the app. You can now also attach either fixed or relative dates to any automatically generated tasks via Automations. Read more on how to use it here.

Admins using a SCIM 2.0-compatible SSO can now provision and de-provision users in Planhat automatically through their identity provider. This means less admin work and an extra layer of security for all your customer data. Find more details on how to set it up here.

You can now use AI to read PDFs, DOCX, and text files in Automations using the new “Read File” step. Extract structured data from contracts, onboarding documents, security reviews, or order forms, and use it to update fields, trigger workflows, or automatically enrich customer records.