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OnePlan Integrations

Project Management

Put OnePlan to work with AI and enterprise-grade automation

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Or pick an app to pair with
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Integrate Ideawake with OnePlanIntegrate Ideawake with OnePlan
Ideawake
Team Collaboration
Integrate Jira Software Cloud with OnePlanIntegrate Jira Software Cloud with OnePlan
Jira Software Cloud
Project Management
Integrate Microsoft Outlook with OnePlanIntegrate Microsoft Outlook with OnePlan
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Microsoft To Do with OnePlanIntegrate Microsoft To Do with OnePlan
Microsoft To Do
Microsoft, Task Management
Integrate Businessmap with OnePlanIntegrate Businessmap with OnePlan
Businessmap
Project Management
Integrate Asana with OnePlanIntegrate Asana with OnePlan
Asana
Project Management
Integrate ClickUp with OnePlanIntegrate ClickUp with OnePlan
ClickUp
Project Management
Integrate Google Sheets with OnePlanIntegrate Google Sheets with OnePlan
Google Sheets
Google, Spreadsheets
Integrate HubSpot with OnePlanIntegrate HubSpot with OnePlan
HubSpot
Marketing Automation
Integrate Ideawake with OnePlanIntegrate Ideawake with OnePlan
Ideawake
Team Collaboration
Integrate Jira Software Cloud with OnePlanIntegrate Jira Software Cloud with OnePlan
Jira Software Cloud
Project Management
Integrate Microsoft Outlook with OnePlanIntegrate Microsoft Outlook with OnePlan
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Microsoft To Do with OnePlanIntegrate Microsoft To Do with OnePlan
Microsoft To Do
Microsoft, Task Management
Integrate Businessmap with OnePlanIntegrate Businessmap with OnePlan
Businessmap
Project Management
Integrate Asana with OnePlanIntegrate Asana with OnePlan
Asana
Project Management
Integrate Ideawake with OnePlanIntegrate Ideawake with OnePlan
Ideawake
Team Collaboration
Integrate Jira Software Cloud with OnePlanIntegrate Jira Software Cloud with OnePlan
Jira Software Cloud
Project Management
Integrate Microsoft Outlook with OnePlanIntegrate Microsoft Outlook with OnePlan
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Microsoft To Do with OnePlanIntegrate Microsoft To Do with OnePlan
Microsoft To Do
Microsoft, Task Management
Integrate Businessmap with OnePlanIntegrate Businessmap with OnePlan
Businessmap
Project Management
Integrate Asana with OnePlanIntegrate Asana with OnePlan
Asana
Project Management
Integrate ClickUp with OnePlanIntegrate ClickUp with OnePlan
ClickUp
Project Management
Integrate Google Sheets with OnePlanIntegrate Google Sheets with OnePlan
Google Sheets
Google, Spreadsheets
Integrate HubSpot with OnePlanIntegrate HubSpot with OnePlan
HubSpot
Marketing Automation

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Launch your first automated workflow

  • Create OnePlan plans when new opportunities are created in Ideawake

    • Ideawake logo
    • OnePlan logo
    Ideawake + OnePlan
  • Create OnePlan plans when new Ideawake opportunities change status

    • Ideawake logo
    • OnePlan logo
    Ideawake + OnePlan
  • Update OnePlan plans when new Ideawake opportunities change status

    • Ideawake logo
    • OnePlan logo
    Ideawake + OnePlan
  • Create OnePlan plans when new Core-Strategy objectives are created

    • Core-Strategy logo
    • OnePlan logo
    Core-Strategy + OnePlan
  • Update OnePlan plans whenever ClickUp tasks change

    • ClickUp logo
    • OnePlan logo
    ClickUp + OnePlan
  • Create OnePlan plans when new opportunities are created in Ideawake

    • Ideawake logo
    • OnePlan logo
    Ideawake + OnePlan
  • Create OnePlan plans when new Ideawake opportunities change status

    • Ideawake logo
    • OnePlan logo
    Ideawake + OnePlan
  • Update OnePlan plans when new Ideawake opportunities change status

    • Ideawake logo
    • OnePlan logo
    Ideawake + OnePlan
  • Create OnePlan plans when new Core-Strategy objectives are created

    • Core-Strategy logo
    • OnePlan logo
    Core-Strategy + OnePlan
  • Update OnePlan plans whenever ClickUp tasks change

    • ClickUp logo
    • OnePlan logo
    ClickUp + OnePlan
    • Supported triggers and actions

      Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

      • OnePlan triggers, actions, and search
        Plan Updated

        Triggers when a plan has been updated.

        Trigger
        Polling
        Try It
        • Plan Type Id
        Action
        Write
        • Plan Id
          Required
        • Step Name
          Required
        Action
        Write
        • Plan Id
          Required
        Action
        Search
        • Plan Id
          Required
        • State
          Required
        Action
        Write
        • Plan Id
          Required
        Action
        Write
        • Plan Type Name
          Required
        Action
        Search

      For builders

      Let your AI safely access OnePlan

      Go beyond Zap workflows. Install Zapier in your AI to call OnePlan actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in OnePlan from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Example actions on this page

      • Create Plan
      • Step Approve

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose OnePlan actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

      Install

      npm install @zapier/zapier-sdk
      npm install -D @zapier/zapier-sdk-cli
      zapier-sdk login
      # create a OnePlan connection @ https://zapier.com/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "oneplan", owner: "me" });
      
      await zapier.runAction({
        app: 'oneplan',
        action: 'create_plan',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      OnePlan Help & Support

      Common questions

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      About OnePlan
      OnePlan offers an AI-enabled Strategic Portfolio, Financial, Resource and Work Management Platform that fits the needs of every organization.
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