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Integrate Anaplan with your AI CRM

Anaplan is a connected planning platform for models, data integration, application lifecycle management, audit events, and user administration.

Explore Triggers and Actions

Cancel Action Task

Cancel an action task in an Anaplan model.

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Cancel Export Task

Cancel an ongoing Anaplan export task.

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Cancel Import Task

Cancel an ongoing Anaplan import task.

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Cancel Large List Read

Cancel and delete an Anaplan large-list read request.

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Cancel Large View Read

Cancel an asynchronous large-view read request.

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Cancel Process Task

Cancel an ongoing Anaplan process task.

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Change Model List Items

Add items to an Anaplan model list or irreversibly delete up to 100,000 items by ID or code.

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Close Model

Close an Anaplan model and return an empty success result.

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Complete File Upload

Mark an Anaplan chunked model-file upload as complete.

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Create Model Revision

Create an ALM revision for an Anaplan model.

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Create SCIM User

Create an Anaplan SCIM user and assign up to 50 workspace entitlements.

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Delete Model File

Delete a file from an Anaplan workspace model.

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Delete Models

Permanently delete multiple models from an Anaplan workspace.

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Download Complete Import Dump

List every chunk of an Anaplan import failure dump, download them sequentially, and return one bounded CSV file.

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Download Complete Large View

Read Anaplan's availablePages count, download every zero-based large-view page in order, and return one bounded CSV file.

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Download Complete Model File

List every documented chunk of an Anaplan model file, download them in numeric order, and return one bounded file.

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Download Complete Process Dump

List every chunk of an Anaplan process failure dump, download them sequentially, and return one bounded CSV file.

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Download File Chunk

Download one binary or CSV chunk from an Anaplan model file.

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Download Import Dump Chunk

Download one chunk of an import failure dump using the connected user's Anaplan permissions.

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Download Large List Page

Download one available CSV page from a completed large-list read.

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Download Large List Preview

Download a CSV preview of a large Anaplan list.

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Download Large View Page

Download one available CSV page from a completed large-view read.

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Download Optimizer Log

Download the plain-text solution log for an Anaplan Optimizer action task.

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Download Process Dump Chunk

Download one CSV or binary chunk of an Anaplan process failure dump.

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Get Action Task

Monitor an Anaplan action task and return its state, progress, result, and failure details when available.

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Get ALM Comparison Report

Retrieve the structural comparison report between source and target model revisions.

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Get ALM Comparison Report Task

Retrieve state, progress, result, and error details for an ALM comparison report task.

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Get ALM Summary Report

Retrieve the structural summary report between source and target model revisions.

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Get ALM Summary Report Task

Retrieve state, progress, result, and error details for an ALM summary report task.

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Get Current User

Retrieve the Anaplan user represented by the connected account.

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Get Export

Get the metadata for an Anaplan export definition.

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Get Export Task

Monitor an Anaplan export task and return its state, progress, and result.

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Get Import

Get the metadata for an Anaplan import definition.

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Get Import Failure Dump

Check an import task's dump file for failures using the connected user's Anaplan permissions.

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Get Import Task

Monitor an Anaplan import task and return its state, progress, result, and failure details when available.

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Get Large List Read

Retrieve the status and available pages of an Anaplan large-list read request.

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Get Large View Read

Retrieve the status and available pages of a large-view read request.

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Get Latest Model Revision

Retrieve the latest ALM revision for an Anaplan model.

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Get Model

Get metadata for one Anaplan model.

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Get Model Action

Retrieve metadata for a specific action definition in an Anaplan model.

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Get Model Current Period

Retrieve the current period for an Anaplan model.

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Get Model Fiscal Year

Get the current fiscal year from an Anaplan model calendar.

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Get Model List

Retrieve metadata for one list in an Anaplan model.

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Get Model Status

Check an Anaplan model's open or opening status and progress.

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Get Model Sync Task

Retrieve state, progress, result, and error details for an ALM model synchronization task.

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Get Process

Retrieve metadata for one Anaplan process.

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Get Process Task

Monitor one asynchronous Anaplan process task.

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Get SCIM Capabilities

Retrieve Anaplan's SCIM service-provider capabilities.

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Get SCIM User

Retrieve one Anaplan SCIM user and their workspace details.

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Get User

Retrieve a non-SCIM Anaplan user's ID, active state, email preferences, name, and last login date.

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Get View

Retrieve metadata for the dimensions and axes of an Anaplan view.

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Get View Data

Retrieve view cell data as structured JSON or a downloadable raw file.

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Get Workspace

Retrieve metadata for one Anaplan workspace.

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List Action Tasks

List execution tasks for an action in an Anaplan model.

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List Audit Events

Retrieve one page of Anaplan audit events of a specified type.

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List Dimension Items

Retrieve all items in an Anaplan model dimension.

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List Export Tasks

List the asynchronous tasks for an Anaplan export definition.

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List Exports

List the available export definitions for an Anaplan model.

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List File Chunks

List the chunks associated with an Anaplan model file.

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List Import Dump Chunks

Query the chunks available in an import failure dump using the connected user's Anaplan permissions.

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List Import Tasks

List the asynchronous tasks for an Anaplan import definition.

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List Imports

List the import definitions available for an Anaplan model.

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List Line Item Dimension Items

Retrieve items for one dimension of a model line item.

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List Line Item Dimensions

Retrieve dimension IDs for a model line item.

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List Model Actions

List the action definitions available in an Anaplan model.

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List Model Files

List the files available in an Anaplan model.

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List Model Line Items

Retrieve line items in a model, optionally including full metadata.

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List Model List Items

Retrieve the items in an Anaplan model list, optionally including full metadata.

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List Model Lists

Retrieve the lists available in an Anaplan model.

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List Model Modules

List the IDs and names of modules in an Anaplan model.

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List Model Sync Tasks

Retrieve ALM synchronization tasks for a target Anaplan model.

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List Model Versions

Retrieve version metadata for an Anaplan model.

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List Model Views

Retrieve the IDs and names of all views in an Anaplan model.

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List Models

List models available to the connected Anaplan user.

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List Module Line Items

Retrieve line items in a module, optionally including full metadata.

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List Module Views

Retrieve the IDs and names of views in an Anaplan module.

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List Process Dump Chunks

List chunks available for an Anaplan process failure dump file.

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List Process Tasks

List asynchronous tasks for an Anaplan process.

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List Processes

List process definitions available in an Anaplan model.

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List SCIM Resource Types

Retrieve the SCIM resource types supported by Anaplan.

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List SCIM Schemas

Retrieve the SCIM resource schemas and attributes supported by Anaplan.

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List SCIM Users

Return one page of Anaplan SCIM users, with an optional continuation cursor.

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List Syncable Revisions

Retrieve source-model revisions compatible with a target Anaplan model.

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List Users

List Anaplan users available to the connected account.

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List View Dimension Items

Retrieve the selected items in a dimension of an Anaplan view.

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List Workspace Model Files

List import and export files for an Anaplan workspace model.

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List Workspace Models

Retrieve model IDs and optional model details from an Anaplan workspace.

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List Workspaces

List the workspaces available to the connected Anaplan user.

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Lookup Dimension Items

Look up Anaplan dimension items by name or code.

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Open Model

Wake an Anaplan model; HTTP 200 means open and 202 means opening.

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Patch SCIM User

Apply ordered SCIM add, replace, or remove operations to an Anaplan user.

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Replace SCIM User

Replace an Anaplan SCIM user's details and complete workspace entitlement set; an explicitly empty entitlement list irreversibly removes all current workspace access.

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Reset Numbered List Index

Irreversibly reset the index of an Anaplan numbered list.

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Search Audit Events

Search Anaplan audit events by lookback interval or explicit time range.

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Set File Chunk Count

Set the expected chunk count for an Anaplan model file upload.

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Start Action Task

Start an Anaplan action task that may irreversibly change model data, depending on the action definition.

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Start ALM Comparison Report Task

Start generation of an ALM comparison report for source and target revisions.

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Start ALM Summary Report Task

Start generation of an ALM summary report for source and target revisions.

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Start Export Task

Start an Anaplan export and return the asynchronous task acknowledgement.

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Start Import Task

Start an Anaplan import that can irreversibly change model data and return the asynchronous task acknowledgement.

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Start Large List Read

Initiate an Anaplan large-list read request using a caller-supplied request ID.

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Start Large View Read

Start an asynchronous large-view read request.

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Start Model Sync Task

Start an ALM synchronization that irreversibly overwrites the target model with the selected source revision.

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Start Process Task

Start an Anaplan process that may irreversibly change model data and return its asynchronous task envelope.

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Update Model Current Period

Set the current period for an Anaplan model.

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Update Model Fiscal Year

Update the current fiscal year for an Anaplan model.

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Update Model List Items

Update existing items in an Anaplan model list.

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Update Model Online Status

Change whether an Anaplan model is online.

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Update Module Cells

Write up to 100,000 cell values or 15 MB by coordinate to an Anaplan module.

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Update Version Switchover

Set a version switchover date and return the model metadata envelope.

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Upload Chunked Model File

Set open-ended chunk state, upload a complete model file of at most 100 MB in ordered chunks of at most 50 MB, then mark it complete; use the endpoint chunk tools for larger files.

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Upload File Chunk

Upload one raw binary chunk for an Anaplan model file.

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Upload Model File

Upload an Anaplan model file as one raw binary chunk.

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How the Anaplan integration works

The Anaplan integration connects your Dench AI CRM directly to Anaplan, so agents can read and act on your Anaplan data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

113 actions are available for agents to invoke on your behalf. Every call runs through Anaplan's own authorization, scoped to the account you connect.

Set up Anaplan in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Anaplan and click Connect — you'll authorize access through Anaplan's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Anaplan in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Anaplan integration work with Dench?

The Dench Anaplan integration connects your AI CRM to Anaplan, so AI agents can work with your Anaplan data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Anaplan via Dench?

The Anaplan integration currently exposes 113 actions, including Cancel Action Task, Cancel Export Task, Cancel Import Task, Cancel Large List Read, Cancel Large View Read, and Cancel Process Task. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Anaplan to Dench?

No. You connect Anaplan from your Dench workspace using Anaplan's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Anaplan integration secure?

Connections are authorized through Anaplan's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Anaplan connection from your workspace settings at any time.

Anaplan | Dench AI CRM