YoPlanning

Integrate YoPlanning with 2800+ apps and services

Supercharge your YoPlanning support workflows with Ayudo's AI-powered agents. Connect seamlessly with Zendesk, Salesforce, and Intercom to resolve tickets faster, automate customer conversations, and deliver instant responses tailored to your support needs.

Explore Triggers and Actions

New Client Created
Triggers when a new client is created. [See the documentation](https://yoplanning.pro/api/v3.1/swagger/)
New Order Placed
Triggers when a new order is placed. [See the documentation](https://yoplanning.pro/api/v3.1/swagger/)
List Categories
Lists all categories. [See the documentation](https://yoplanning.pro/api/v3.1/swagger/)
List Clients
Lists all clients. [See the documentation](https://yoplanning.pro/api/v3.1/swagger/)
List Orders
Lists all orders. [See the documentation](https://yoplanning.pro/api/v3.1/swagger/)
List Payments
Lists all payments. [See the documentation](https://yoplanning.pro/api/v3.1/swagger/)
List Teams
Lists all teams. [See the documentation](https://yoplanning.pro/api/v3.1/swagger/)

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

We’re adding more usecases, triggers and actions - check back soon!

About YoPlanning

YoPlanning automates decision-making for support teams, streamlining operations and enhancing customer communication with AI-driven insights.

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YoPlanning
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YoPlanning

Integrates With

We’re adding more usecases, triggers and actions - check back soon!

Frequently asked questions

How can I set up YoPlanning integration in Ayudo?

To use YoPlanning integration in Ayudo, add the YoPlanning node to your workflow and authenticate using your API key. You can create support tickets from YoPlanning events, sync customer data, send automated responses, and trigger AI agent conversations. Once connected, your AI agents can automatically handle YoPlanning data in support conversations.

Do I need any special permissions or API keys to integrate YoPlanning with Ayudo?

You'll need an API key, available in YoPlanning's settings. Ensure permissions for ticket creation, data syncing, and AI conversation triggers are set. Admin access may be required. Ensure your credentials have access to support data resources for full support automation capabilities.

Can I combine YoPlanning with other apps in Ayudo workflows?

Yes! YoPlanning works seamlessly with Zendesk, Intercom, Slack, and Freshdesk. For example, when a high-value YoPlanning event occurs → create a Zendesk ticket → notify your team via Slack → have an AI agent reach out proactively. This keeps your support operations efficient and responsive.

What are some common use cases for YoPlanning integrations with Ayudo?

Common use cases include auto-creating support tickets from YoPlanning events, syncing customer data between YoPlanning and Zendesk, triggering AI agent responses based on YoPlanning activities, sending proactive support messages via voice/text agents, and updating YoPlanning records after support conversations.

How does Ayudo's pricing model benefit me when integrating YoPlanning?

Ayudo uses per-seat pricing ($119-$179/seat/month) which is ideal for support teams. You pay per support agent seat, not per automation or ticket volume. Unlike per-ticket or per-conversation pricing, you get unlimited AI agent interactions. Your support team can handle more conversations with AI agents without additional costs, making YoPlanning automation cost-effective as your support volume scales.

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