Lexware Office + Planyo Online Booking
Upload new Planyo Online Booking reservations as bookkeeping documents in Lexware Office
Keep track of your reservation documents efficiently with this seamless workflow. Whenever there's a new reservation made in Planyo Online Booking, it will immediately initiate a document upload in Lexware Office, specifically for bookkeeping purposes. This automation makes it simple to manage the paperwork for your bookings, leaving you more time and resources for your core business operations.
Keep track of your reservation documents efficiently with this seamless workflow. Whenever there's a new reservation made in Planyo Online Booking, it will immediately initiate a document upload in Lexware Office, specifically for bookkeeping purposes. This automation makes it simple to manage the paperwork for your bookings, leaving you more time and resources for your core business operations.
- When this happens...New Reservation
Triggers when a new reservation is made.
- automatically do this!Upload Document for Bookkeeping Purposes
Uploads document for bookkeeping purposes (PDF/JPG/PNG).
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Before or After Event #1
Triggers a given number of hours/days before or after the rental begins or ends.
Try ItBefore 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).
Try ItBefore 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).
Try ItUpdate of Reservation Status to Checked-In
Triggers when the customer checks in.
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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).
Try ItBefore 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).
Try ItBefore 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).
Try ItUpdate of Reservation Status to Checked-Out
Triggers when the customer checks out.
Try It