NetSuite + Planyo Online Booking

NetSuite + Planyo Online Booking integrations

Create records in NetSuite for new or updated customers in Planyo Online Booking

Keep your customer records up-to-date across your systems. This workflow springs into action whenever a new customer is added or an existing one is updated on Planyo Online Booking. It then instantly creates a record in your NetSuite app, ensuring you always have the current customer information at hand. No need for manual data entry or checking multiple platforms - this automation takes care of it all.

When this happens...
New or Updated CustomerTriggers when a new customer has been added or when customer data has been updated.
TriggerInstant
automatically do this!
Create RecordCreates a new record. Supports standard and custom records.
ActionWrite

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More things you can do with Planyo Online Booking and NetSuite

Discover other triggers and actions you can use with Planyo Online Booking and NetSuite

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
- Record Type
  Required
Trigger
Polling
Try It
- Record Type
  Required
Trigger
Polling
Try It
- Folder
- Folder name
- Parent folder
- Description
Action
Write
- Record Type
  Required
- Record
  Required
- File to detach
  Required
Action
Write
- Record Type
  Required
Action
Write
- Record Type
  Required
- Internal ID
  Required
Action
Write
- Record Type
  Required
- External ID
  Required
Action
Write
- Case Internal ID
  Required
Action
Search
- Record Type
  Required
- Primary Field to Search By
  Required
- And/Or Operator
- Secondary Field to Search By
Action
Search
- Record Type
  Required
- Limit Number of Results
- Primary Field to Search By
  Required
- And/Or Operator
- Secondary Field to Search By
Action
Search

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
Try It
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
Try It
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
- Standard or Custom Record Type?
  Required
- Select a Saved Search
  Required
Trigger
Polling
Try It
- Record Type
  Required
- Record
  Required
- File to attach
  Required
Action
Write
- Record Type
  Required
- Internal ID
  Required
Action
Write
- Query
  Required
- Limit
- Offset
Action
Write
- Source Record Type
  Required
- Source Record ID
  Required
Action
Write
- Folder
  Required
- File
  Required
- Name
  Required
- File_type
  Required
- Description
- Is_online
- Is_private
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search by
  Required
- Download File
Action
Search
- Standard or Custom Record Type?
  Required
- Select a Saved Search
  Required
- Filter Info
- Select Columns to Search
- Enter Search Terms (Corresponding to Columns)
- Search Operators (Corresponding to Columns)
Action
Search
- Record Type
  Required
Action
Search

About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more

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Related categories

CRM (Customer Relationship Management)

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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

Related Zap Templates

Create new NetSuite records from new Planyo Online Booking reservations