Planbase

Planbase currently uses third-party Subprocessors to provide our service and support our customers. Before engaging any Subprocessor, Planbase evaluates their privacy, security, and confidentiality practices, and executes an agreement implementing it's applicable obligations.

What subprocessors Planbase uses to support customers

Planbase Subprocessors

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Tool	Function	Customer data	Data location
Amazon Web Services	Hosting (ECS, RDS, S3, CloudWatch)	Client data / core platform	United States
PropelAuth	Customer authentication, SSO, SCIM	Emails, passwords, auth tokens	United States
Twilio	SMS gateway for product messages	Phone numbers, shift texts	United States
SendGrid	Transactional email	Emails, names, notification content	United States
Intercom	In-app live chat, email, help site	Support chats, names, emails	United States
Anthropic	LLM for the in-product agent	Prompts with schedule / workforce context	United States
OpenAI	LLM for the in-product agent	Prompts with schedule / workforce context	United States
Google Cloud Platform	Google Calendar APIs for calendar sync	Calendar events, availability	United States
Snowflake	Customer warehouse share for event / appointment sync	Appointment and task events, provider emails	United States
Stripe	Customer billing / payments	Billing contacts, invoices	United States
Slack	Customer Slack integration and Planbase internal messaging	Support and implementation messages	United States
HubSpot	CRM, meeting links, Gmail extension	Sales contacts, names, emails	United States
Google Workspace	Email, Drive, Docs, internal file hosting	Emails, files, incidental customer docs	United States
GitHub	Version control	Customer names in tickets	United States
Linear	Issue tracking	Customer names in bug tickets	United States
Circleback	Call recording	Meeting recordings, call notes	United States
Zoom	Meetings	Meeting video / audio	United States
Loom	Internal video recording	Training recordings	United States
DocuSign	Contract signing	Customer names, emails, contracts	United States