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Planly

Reference

15 actions for Planly workflows.

01. Operations

Act on Planly from a workflow

Operations are the actions a workflow can take in Planly, grouped by category. Each lists its method, parameters, and a template you can drop it into.

AI

2 operations

Access and manage your AI credit balance while automating prompt execution for content generation tasks. Use these operations when you need to programmatically generate content or check available AI resources within your Planly workflows.

Action★ Featured

Complete AI Prompt

PLANLY_COMPLETE_AI_PROMPT

Generates AI-powered text completions to help you quickly produce creative content, finish writing tasks, or brainstorm ideas based on your input prompt.

3 input
Action

Get AI Credits

PLANLY_GET_AI_CREDITS

Retrieve the remaining AI credits available for your team so you can monitor your usage and plan your AI-powered workflows accordingly.

1 input

Channels

1 operation

Retrieve all available social media channels connected to your Planly account for targeting and publishing operations. This is essential when you need to identify which platforms are configured before scheduling or posting content.

Action★ Featured

List Channels

PLANLY_LIST_CHANNELS

Retrieve all social media channels connected to your Planly account, including their names, network types, and current status. This helps you see which platforms you're managing in one place.

1 input

Media

4 operations

Organize and manage media assets used in your social posts through upload, import, deletion, and retrieval operations. Leverage these when building workflows that require handling images, videos, or other media files from various sources.

Action★ Featured

Import Media From URL

PLANLY_IMPORT_MEDIA_FROM_URL

Add external images or videos from any URL directly into your team's media library without manually downloading and uploading files. This saves time when organizing content from various sources for your social media or marketing campaigns.

2 input
Action

Delete Media

PLANLY_DELETE_MEDIA

Remove unwanted media files from your Planly storage to keep your content library organized and free up space. This helps you manage your digital assets by deleting images, videos, or other media that are no longer needed.

1 input
Action

List media files

PLANLY_LIST_MEDIA

Retrieve all media files stored in your Planly team workspace to access and manage your uploaded images, videos, and documents. Use this to browse your content library and integrate media management into your workflow.

2 input
Action

Start Media Upload

PLANLY_START_MEDIA_UPLOAD

Initiates a media upload to Planly and provides a secure upload URL for transferring images or videos to your content calendar.

4 input

Schedules

2 operations

Retrieve your content calendars and scheduling configurations to understand posting timelines and content organization. Access these operations when you need to query existing schedule groups or individual schedules for reporting or workflow coordination.

Action★ Featured

List Schedules

PLANLY_LIST_SCHEDULES

Retrieves all schedules within a team with pagination support, allowing you to browse through your content calendars and posting schedules. This helps you stay organized and find specific schedules when managing multiple content plans.

2 input
Action

List Schedule Groups

PLANLY_LIST_SCHEDULE_GROUPS

Retrieve and view all your scheduled social media posts organized by groups, with options to filter by channel, status, network, and date range. This helps you track what content is queued up and manage your posting calendar across platforms.

5 input

Teams

6 operations

Manage team membership, creation, and configuration across your Planly workspace. Use these operations to programmatically handle team administration, assign users to teams, or sync team structure from external systems into your automation workflows.

Action

Create Team

PLANLY_CREATE_TEAM

Set up a new team in Planly to organize and collaborate with your group members on projects and tasks. This helps you structure your workflow when working with multiple people or managing different client accounts.

1 input
Action

Delete Team

PLANLY_DELETE_TEAM

Permanently remove a team from Planly when you no longer need it or want to clean up your workspace. This operation completely deletes the team and all associated data.

1 input
Action

Edit Team

PLANLY_EDIT_TEAM

Update team information such as name and other details in Planly. Use this when your team's information changes and needs to be reflected in your project management setup.

2 input
Action

Get Team

PLANLY_GET_TEAM

Retrieve detailed information about your team including member counts, channel status, permissions, and connected integrations. Use this to understand your team's current configuration and capabilities.

1 input
Action

List Team Users

PLANLY_LIST_TEAM_USERS

Retrieves all members of a team with their details including names, emails, pictures, and roles. Use this to get a complete view of who's part of your team at any time.

1 input
Action

List Teams

PLANLY_LIST_TEAMS

Retrieve all teams that you belong to, including their names, member counts, and channel information. Use this to quickly view your team memberships and understand your organizational structure.

What now

Use Planly in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.