🚀Launch Button

We also offer the ability to add a launch button to Plannr. This allows your integration to be launched fully from within the CRM. Your button would look like this:

We allow launch buttons on the following pages:

• Client Page

• Plan Page

The purpose of launch buttons is to seamlessly open your integration with just a click of a button. While this can be just a link to your application, you can also complete the full OAuth2 flow when this button is pressed.

Example OAuth2 Flow

1. User clicks on your launch button

2. The button will redirect to a URL of your chosing with the account (client) UUID / plan UUID in the URL

3. You store the UUID in the browser session and redirect to https://api.plannrcrm.com/oauth/authorize

4. The user is redirected back to Plannr where the OAuth2 flow happens, and then Plannr will redirect back to your application

5. You check your session if it has a launch UUID present, if so, take them to the resource directly on your system.

Adding launch buttons to Plannr

If you would like to add a launch button to Plannr, please let us know the URL you would like us to point a button to, as well as the text you would like in the button. Note, you must also have an add-on for launch buttons to be visible.

To add a launch button, email us at [e-mail]