involve.me + Planyo Online Booking

involve.me + Planyo Online Booking integrations

Create new Planyo Online Booking customers from completed involve.me submissions

Streamline your involve.me and Planyo Online Booking workflow by automating the customer addition process. Whenever a new completed submission appears in involve.me, this integration creates a new customer in the Planyo Online Booking app. Focus on providing an exceptional customer experience while keeping your booking system up-to-date with the latest information.

When this happens...
New Completed SubmissionTriggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
New CustomerAdds a new user (customer) to your planyo site.
ActionWrite

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More things you can do with involve.me and Planyo Online Booking

Discover other triggers and actions you can use with involve.me and Planyo Online Booking

- involve.me Funnel
  Required
Trigger
Instant
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- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
Before or After Event #1
Triggers a given number of hours/days before or after the rental begins or ends.
Trigger
Instant
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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).
Trigger
Instant
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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).
Trigger
Instant
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Update of Reservation Status to Checked-In
Triggers when the customer checks in.
Trigger
Instant
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New Reservation
Triggers when a new reservation is made.
Trigger
Instant
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Update of Reservation by Admin
Triggers when a reservation is modified by an admin.
Trigger
Instant
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New Reservation Is Confirmed
Triggers when a reservation gets confirmed.
Trigger
Instant
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Update of Reservation Status to Cancelled by Customer
Triggers when a reservation is cancelled by the customer.
Trigger
Instant
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New or Updated Customer
Triggers when a new customer has been added or when customer data has been updated.
Trigger
Instant
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- Resource ID
- Start Date/Time
  Required
- End Date/Time
  Required
- Quantity
- Comment
Action
Write

- Organization
  Required
- Email
  Required
Action
Write
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
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).
Trigger
Instant
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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).
Trigger
Instant
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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).
Trigger
Instant
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Update of Reservation Status to Checked-Out
Triggers when the customer checks out.
Trigger
Instant
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Update of Reservation Status to Cancelled by Admin
Triggers when a reservation is cancelled by an admin.
Trigger
Instant
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Automatic Update of Reservation Status to Cancelled
Triggers when a reservation is automatically cancelled according to the cancellation rules set for the resource.
Trigger
Instant
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New Payment
Triggers when a new payment is made.
Trigger
Instant
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Update of Reservation by Customer
Triggers when a reservation is modified by the customer.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Address
- City
- Zip
- State
- Country
- Phone
- Phone Country Code
Action
Write
- Resource ID
  Required
- Start Date/Time
  Required
- End Date/Time
  Required
- Quantity
  Required
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Address
- City
- Zip
- State
- Country
Action
Write

About involve.me

involve.me is an interactive lead funnel builder for sales, marketing and HR teams, that use it to convert more visitors to qualified leads.

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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.

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Related categories

Scheduling & Booking