Planyo Online Booking and Salesflare
How to connect Planyo Online Booking
- Via Zapier — 20 operations available. Set it up ↗
What you can automate
- When new Payment in Planyo Online Booking, create opportunity, then find or create contact in Salesflare.
- When new or Updated Customer in Planyo Online Booking, find or create account, then find or create contact, then add contact to account in Salesflare.
About Planyo Online Booking
Planyo is an online reservation system which can be used by any business taking bookings. It's used, amongst others, by businesses offering vacation properties, car rentals, hotels, driving schools, yacht charters, doctors and therapists, conference rooms, tennis courts, car parks, event tickets or any other bookings you could imagine.
Planyo Online Booking operations on Zapier
Triggers (17)
Start a workflow when this happens
- Automatic Update of Reservation Status to Cancelled — Triggers when a reservation is automatically cancelled according to the cancellation rules set for the resource.
- Before or After Event #1 — Triggers a given number of hours/days before or after the rental begins or ends.
- Before or After Event #2 — Triggers a given number of hours/days before or after the rental begins or ends (#2 event defined in Notifications in the Planyo backend).
- Before or After Event #3 — Triggers a given number of hours/days before or after the rental begins or ends (#3 event defined in Notifications in the Planyo backend).
- Before or After Event #4 — Triggers a given number of hours/days before or after the rental begins or ends (#4 event defined in Notifications in the Planyo backend).
Show 12 more triggers
- Before or After Event #5 — Triggers a given number of hours/days before or after the rental begins or ends (#5 event defined in Notifications in the Planyo backend).
- Before or After Event #6 — Triggers a given number of hours/days before or after the rental begins or ends (#6 event defined in Notifications in the Planyo backend).
- New Payment — Triggers when a new payment is made.
- New Reservation — Triggers when a new reservation is made.
- New Reservation Is Confirmed — Triggers when a reservation gets confirmed.
- New or Updated Customer — Triggers when a new customer has been added or when customer data has been updated.
- Update of Reservation Status to Cancelled by Admin — Triggers when a reservation is cancelled by an admin.
- Update of Reservation Status to Cancelled by Customer — Triggers when a reservation is cancelled by the customer.
- Update of Reservation Status to Checked-In — Triggers when the customer checks in.
- Update of Reservation Status to Checked-Out — Triggers when the customer checks out.
- Update of Reservation by Admin — Triggers when a reservation is modified by an admin.
- Update of Reservation by Customer — Triggers when a reservation is modified by the customer.
Actions (3)
Things Salesflare can make it do
- Create Reservation — Enters a new reservation into the system.
- Create Vacation — Adds a new vacation (period of unavailability) for given resource or entire planyo site.
- New Customer — Adds a new user (customer) to your planyo site.
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