Planyo Online Booking

Planyo Online Booking Integrations

  • Add new Planyo customers in Google Contacts

    If you're taking online reservations with Planyo and also maintaining a list of contacts in Google Contacts, save time with this Zapier integration. It will automatically add all new Planyo customers to your contacts in Google Contacts. This integration will work both when a new reservation is made and when the administrators add new customers manually or via an import.

    How It Works

    1. A new customer makes a reservation in Planyo
    2. Zapier adds the customer to your Google Contacts contacts

    What You Need

    • Planyo account
    • Google account
  • Create Google Calendar events from Planyo reservations

    Planyo is a booking system which can be used for any business taking online bookings. If you use Google Calendar for all your events, save yourself lots of time thanks to this Zapier integration. It will automatically create a Google Calendar event whenever a new and confirmed reservation is entered into the Planyo online booking system.

    How It Works

    1. A customer makes a reservation in Planyo, and is confirmed
    2. Zapier adds the reservation to Google Calendar as an event

    What You Need

    • Planyo account
    • Google account
  • Add new Planyo customers as Zoho CRM contacts

    Adding online bookings to your workflow has never been easier: this Zapier integration will automatically add all new customers from the Planyo Online Booking system to your contacts in Zoho CRM. It will work both when a new reservation is made and when the administrators add new customers manually or via an import.

    How It Works

    1. A new customer makes a reservation in Planyo
    2. Zapier adds the customer to your Zoho CRM contacts

    What You Need

    • Planyo account
    • Zoho CRM account
  • Add new Planyo customers to a MailChimp list

    If you're already using Planyo for all your online booking needs, you should consider keeping your customers up to date with the latest updates from your business by maintaining a mailing list. MailChimp is a leading mailing list manager. Use this Zapier integration to automatically add all new Planyo customers to a MailChimp mailing list.

    How It Works

    1. A new customer makes a reservation in Planyo
    2. Zapier adds the customer to your MailChimp list

    What You Need

    • Planyo account
    • MailChimp account
  • Add Google Calendar event as Planyo unavailable time

    If you're using Google Calendar as your main calendar app and you also take online reservations with Planyo, then this integration will make it easy for you to mark hours or days as unavailable for reservations by adding a Google Calendar event. Unavailable times will be added to Planyo as vacations to make sure no overbooking will happen.

    How It Works

    1. You create a new Google Calendar event (hours or full-day)
    2. Zapier marks this period as unavailable for online reservations for the specified Planyo resource

    What You Need

    • Google account
    • Planyo account
  • Send FluidSurvey invites after Planyo customers check out

    If you offer a product or service for rental and you're using Planyo, the most flexible booking system on the market, perhaps you'll want to ask your customers to fill out a survey after they check out? Use this integration to automatically send them an invite to fill out your FluidSurveys survey.

    How It Works

    1. A customer makes a reservation in Planyo
    2. When the rental ends (at check-out), you set the reservation status to "checked-out"
    3. Zapier sends a FluidSurvey invite to the customer

    What You Need

    • Planyo account
    • FluidSurvey account
  • Add new Planyo customers as Infusionsoft contacts

    Rather than exporting a CSV file of customers of your online booking system Planyo to add them to your Infusionsoft account, use Zapier to start automatically adding them as contacts in Infusionsoft. This integration will work both when a new reservation is made and when the administrators add new customers manually. Modifications in personal details will be also reflected.

    How It Works

    1. A new customer makes a reservation in Planyo
    2. Zapier adds the customer to your Infusionsoft contacts

    What You Need

    • Planyo account
    • Infusionsoft account
  • Get a Pushover notification when a new Planyo reservation was made

    If you don't want to get a dedicated Planyo app for iPhone or Android but you'd still like to get push notifications whenever a new reservation is entered for a service you offer for online reservations via Planyo, you can use this Zapier integration to have a Pushover notification sent to your Android or iOS mobile device.

    How It Works

    1. A customer makes a reservation in Planyo
    2. Zapier sends a Pushover push notification to your phone

    What You Need

    • Planyo account
    • Pushover account
  • Get a Twilio SMS for new Planyo reservations

    Use this Zapier automation to send a personalized text message either to the customer who made an online reservation with you or to yourself, using any of the items in the booking form, such as name, reservation ID, address, resource reserved and the dates etc.

    How It Works

    1. A customer makes a reservation in Planyo
    2. Zapier sends an SMS to a phone with the details of the reservation

    What You Need

    • Planyo account
    • Twilio account
  • Add new Planyo customers as Salesforce contacts

    Use this Zapier integration to automatically add all new Planyo customers to your contacts in Salesforce. This integration will work both when a new reservation is made and when the administrators add new customers manually or via an import. Modifications in personal details will be also reflected in Salesforce.

    How It Works

    1. A new customer makes a reservation in Planyo
    2. Zapier adds the customer to your Salesforce contacts

    What You Need

    • Planyo account
    • Salesforce account
  • Create Salesforce events from Planyo reservations

    Combine Planyo, the most flexible booking system on the market with the power of Salesforce. Use the Zapier integration to automatically create a Salesforce event whenever a new reservation is entered into the Planyo online booking system. Only confirmed reservations will be added.

    How It Works

    1. A customer makes a reservation in Planyo and is confirmed
    2. Zapier adds the reservation to Salesforce as an event

    What You Need

    • Planyo account
    • Salesforce account
  • Add new Salesforce contacts as Planyo customers

    If you're using both Salesforce for your customer relationship management and Planyo for your online bookings, this integration may be very useful. It will add new Salesforce contacts to Planyo as new customers, so you can quickly enter reservations in their name in the backend of Planyo.

    How It Works

    1. A new contact is added in Salesforce
    2. Zapier adds the contact to your Planyo site

    What You Need

    • Salesforce account
    • Planyo account
  • Add Planyo Online Booking reservation updates to Google Tasks

    Whenever someone books your venue, there's always tasks you'll have to do. This automation will make sure you don't forget anything. Set it up, and when reservations are updated in Planyo Online Booking, Zapier will add a new task in Google Tasks. Enjoy a stress free booking when you use this integration.

    How It Works

    1. A reservation is updated in Planyo Online Booking
    2. Zapier will add a new task in Google Tasks

    What You Need

    • Planyo Online Booking account
    • Google Tasks account
  • Create Xero invoices for Planyo reservations

    If you keep your books in Xero but use Planyo to take online bookings and manage them, this Zapier integration will save you lots of manual work. Each time a confirmed reservation is created in Planyo, Zapier will generate an invoice in Xero.

    How It Works

    1. You have a confirmed Planyo reservation
    2. Zapier adds an invoice to your Xero account

    What You Need

    • Planyo account
    • Xero account
  • Get an SMS when a new Planyo reservation is made

    Use this Zapier integration to have an SMS sent to your phone whenever a new reservation is entered into the Planyo online booking system. The text message can include a number of fields filled out by the customer in the booking form.

    How It Works

    1. A customer makes a reservation in Planyo
    2. Zapier sends an SMS to your phone with the details of the reservation

    What You Need

    • Planyo account
    • Verified phone number in Phone & SMS
  • Email new WaiverForever waiver requests for new Planyo online reservations

    If you're taking online reservations with Planyo and your service needs users to agree to your terms and condition, be proactive with this Zapier integration. It will automatically create and send a new WaiverForever tracking waiver request via email whenever a Planyo customer makes a new reservation.

    How this Planyo-Email by Zapier-WaiverForever integration works

    1. A new customer makes a reservation in Planyo
    2. Zapier creates a tracking waiver request with WaiverForever
    3. Zapier sends the tracking waiver to that customer via Email

    Apps involved

    • Planyo
    • WaiverForever
    • Email
  • Send QuickConnect SMS messages before or after Planyo Online Booking events

    Keep your customers up-to-date about upcoming events, so they always show up prepared. This Zap automatically sends an SMS message through QuickConnect before or after an event is scheduled in Planyo Online Booking. Now you can rest assured that you're communicating with customers as much as possible leading up to their appointments.

    How this Planyo Online Booking-QuickConnect integration works

    1. A certain time before or after a Planyo Online Booking event occurs
    2. Zapier sends an SMS message through QuickConnect

    Apps involved

    • Planyo Online Booking
    • OneLocal QuickConnect
  • Send QuickConnect SMS updates for updated Planyo online booking reservations

    It can be challenging to keep your customers updated on their upcoming reservations. This Zapier integration simplifies the process by sending a QuickConnect SMS message when a reservation is updated in Planyo Online Booking. Automate your reservation reminders and reduce your no-shows!

    How this Planyo Online Booking-QuickConnect integration works

    1. A reservation is updated in Planyo Online Booking
    2. Zapier sends an SMS message through QuickConnect

    Apps involved

    • Planyo Online Booking
    • OneLocal QuickConnect
  • Send QuickConnect SMS updates for canceled reservations in Planyo Online Booking

    It can be challenging to keep your customers updated on their upcoming reservations. This Zapier integration simplifies the process by sending a SMS update through QuickConnect when a reservation is cancelled in Planyo Online Booking. Automate your reservation reminders and reduce your no-shows!

    How this Planyo Online Booking-QuickConnect integration works

    1. A reservation is cancelled in Planyo Online Booking
    2. Zapier sends an SMS update through QuickConnect

    Apps involved

    • Planyo Online Booking
    • OneLocal QuickConnect

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

Planyo Online Booking Integration Details

Launched on Zapier December 6, 2013

Zapier combines Triggers (like "New Reservation Is Confirmed") and Actions (like "New Customer") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Planyo Online Booking Triggers, Searches, and Actions are supported by Zapier:

New Reservation Is Confirmed

Triggers when a reservation gets confirmed.

New Reservation

Triggers when a new reservation is made.

New or Updated Customer

Triggers when a new customer has been added or when customer data has been updated.

New Payment

Triggers when a new payment is made.

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).

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).

Update of Reservation Status to Checked-In

Triggers when the customer checks in.

Update of Reservation Status to Cancelled by Customer

Triggers when a reservation is cancelled by the customer.

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.

Update of Reservation Status to Checked-Out

Triggers when the customer checks out.

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).

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 #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).

Update of Reservation Status to Cancelled by Admin

Triggers when a reservation is cancelled by an admin.

Before or After Event #1

Triggers a given number of hours/days before or after the rental begins or ends.

Automatic Update of Reservation Status to Cancelled

Triggers when a reservation is automatically cancelled according to the cancellation rules set for the resource.

New Customer

Adds a new user (customer) to your planyo site.

Create Vacation

Adds a new vacation (period of unavailability) for given resource or entire planyo site.

Create Reservation

Enters a new reservation into the system.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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.