Salesflare Salesflare Integrations

Planyo and Salesflare

planyo.com ↗

How to connect Planyo

What you can automate

  • When new Payments Received in Planyo, create an opportunity, then create a contact in Salesflare.
  • When new Reservations Updated by a Customer in Planyo, create an account, then create a contact, then add a contact to an account in Salesflare.

Planyo operations on Make

Triggers (9)

Start a workflow when this happens

  • Watch New Reservations — Triggers when a new reservation has been added.
  • Watch Payments Received — Triggers when a new payment has been received.
  • Watch Reservations Cancelled Automatically — Triggers when a reservation has been cancelled automatically.
  • Watch Reservations Cancelled by Admin — Triggers when a reservation has been cancelled by admin.
  • Watch Reservations Cancelled by a Customer — Triggers when a reservation has been cancelled by a customer.
Show 4 more triggers
  • Watch Reservations Confirmed — Triggers when a reservation has been confirmed.
  • Watch Reservations Modified by Admin — Triggers when a reservation has been modified by admin.
  • Watch Reservations Updated by a Customer — Triggers when a reservation has been updated by a customer.
  • Watch Users Updated — Triggers when a user has been updated.

Actions (11)

Things Salesflare can make it do

  • Add a User — Adds a new user(customer) associated with your Planyo site.
  • Add a Vacation — Adds a new one-time vacation for given resource or entire Planyo site.
  • Delete a Reservation — Permanently removes a reservation.
  • Get a Reservation — Gets a reservation.
  • Get a User — Gets user data.
Show 6 more actions
  • Make a Reservation — Enters a new reservation into the system.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Remove a User — Removes a user.
  • Remove a Vacation — Removes a specified vacation.
  • Update a Reservation — Updates a reservation.
  • Update a User — Modifies an existing user's data.

Searches (3)

Look up existing records

  • List Reservations — Lists all reservations that either start within given time period or that were entered into the system within given time period.
  • List Users — Lists users.
  • List Vacations — Lists all vacations within specified time range.

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