Planly logo

Integrate Planly with your AI CRM

All-in-one social media management tool for scheduling and managing content across multiple platforms

Explore Triggers and Actions

Complete AI Prompt

Tool to complete a text prompt using AI. Generates AI-powered text completions based on the provided prompt. Use when you need to generate creative content, complete text, or get AI suggestions for writing tasks.

ActionTry it

Create Team

Tool to create a new team in Planly. Use when you need to create a team organization.

ActionTry it

Delete Media

Tool to delete one or more media files by their IDs. Use when you need to remove media files from Planly storage.

ActionTry it

Delete Team

Tool to delete a team by its ID. Use when you need to permanently remove a team from Planly.

ActionTry it

Edit Team

Tool to edit team details such as name in Planly. Use when you need to update an existing team's information.

ActionTry it

Get AI Credits

Tool to retrieve available AI credits left in a team. Use when you need to check the remaining AI credits for a specific team.

ActionTry it

Get Team

Tool to retrieve detailed information about a specific team including permissions, limits, and integrations. Use when you need to access team configuration, member counts, channel status, or integration details.

ActionTry it

Import Media From URL

Tool to import media from a URL to your team. Use when you need to add external media (video/mp4, image/png, image/jpeg, image/webp) to a team's media library.

ActionTry it

List Channels

Tool to list all social media channels connected to a team. Use when you need to retrieve channel details including name, picture, social network type, status, and scopes.

ActionTry it

List media files

Tool to retrieve a paginated list of media files in a team. Use when you need to fetch media assets, browse uploaded files, or implement media management features with cursor-based pagination.

ActionTry it

List Schedule Groups

Tool to retrieve a list of schedule groups for a team with comprehensive filtering and pagination. Use when you need to view scheduled posts, filter by channels, status, social networks, media type, or date range. Returns detailed information about each schedule group including individual schedules and their status.

ActionTry it

List Schedules

Tool to retrieve a paginated list of schedules in a specified team. Use when you need to fetch schedules with support for pagination, custom ordering, and configurable page size. Returns schedule data with a cursor for fetching additional pages.

ActionTry it

List Team Users

Tool to list all users that belong to a specific team. Returns user details including id, fullname, picture, email, and role. Use when you need to retrieve the complete roster of team members.

ActionTry it

List Teams

Tool to retrieve all teams that the authenticated user belongs to. Use when you need to get team details including id, name, picture, role, number of users, and number of channels.

ActionTry it

Start Media Upload

Tool to start the upload process for a media file. Returns a pre-signed upload URL where the file should be uploaded using a PUT request. Use when you need to prepare for uploading images or videos to Planly.

ActionTry it

How the Planly integration works

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

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

Set up Planly in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

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

  3. 3

    Ask an agent to use Planly 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 Planly integration work with Dench?

The Dench Planly integration connects your AI CRM to Planly, so AI agents can work with your Planly 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 Planly via Dench?

The Planly integration currently exposes 15 actions, including Complete AI Prompt, Create Team, Delete Media, Delete Team, Edit Team, and Get AI Credits. Agents invoke them on your behalf from chat or from automations.

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

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

Is the Planly integration secure?

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

Planly | Dench AI CRM