Plannr Technologies Limited

This article explains how to setup the FinCalc Integration!

Enabling the Plannr / FinCalc Integration is all done via FinCalc's system. For full information on how to setup the integration and how the system works, please visit FinCalc's fabulous <a href="https://www.fincalc.co.uk/wp-content/uploads/Documents/Integrations/plannr-integration-guide.pdf" rel="nofollow noopener noreferrer" target="_blank">integration guide</a>

Once set up, you'll be good to go for using the integration with Plannr!

FinCalc Integration

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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FinCalc Integration

Setting up the Addon