Planyo Online Booking Integrations
Do More With Planyo Online Booking
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
- A new customer makes a reservation in Planyo
- 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
- A customer makes a reservation in Planyo, and is confirmed
- 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
- A new customer makes a reservation in Planyo
- 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
- A new customer makes a reservation in Planyo
- 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
- You create a new Google Calendar event (hours or full-day)
- 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
- A customer makes a reservation in Planyo
- When the rental ends (at check-out), you set the reservation status to "checked-out"
- 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
- A new customer makes a reservation in Planyo
- 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
- A customer makes a reservation in Planyo
- 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
- A customer makes a reservation in Planyo
- 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
- A new customer makes a reservation in Planyo
- 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
- A customer makes a reservation in Planyo and is confirmed
- 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
- A new contact is added in Salesforce
- 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
- A reservation is updated in Planyo Online Booking
- 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
- You have a confirmed Planyo reservation
- 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
- A customer makes a reservation in Planyo
- 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
- A new customer makes a reservation in Planyo
- Zapier creates a tracking waiver request with WaiverForever
- Zapier sends the tracking waiver to that customer via Email
Apps involved
- Planyo
- WaiverForever
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
- A certain time before or after a Planyo Online Booking event occurs
- 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
- A reservation is updated in Planyo Online Booking
- 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
- A reservation is cancelled in Planyo Online Booking
- Zapier sends an SMS update through QuickConnect
Apps involved
- Planyo Online Booking
- OneLocal QuickConnect
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Planyo Online Booking Integration Details
Launched on Zapier December 7, 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:
Triggers when a reservation gets confirmed.
Triggers when a new reservation is made.
Triggers when a new customer has been added or when customer data has been updated.
Triggers when a new payment is made.
Triggers a given number of hours/days before or after the rental begins or ends (#4 event defined in Notifications in the Planyo backend).
Triggers a given number of hours/days before or after the rental begins or ends (#2 event defined in Notifications in the Planyo backend).
Triggers when the customer checks in.
Triggers when a reservation is cancelled by the customer.
Triggers when a reservation is modified by an admin.
Triggers when a reservation is modified by the customer.
Triggers when the customer checks out.
Triggers a given number of hours/days before or after the rental begins or ends (#6 event defined in Notifications in the Planyo backend).
Triggers a given number of hours/days before or after the rental begins or ends (#5 event defined in Notifications in the Planyo backend).
Triggers a given number of hours/days before or after the rental begins or ends (#3 event defined in Notifications in the Planyo backend).
Triggers when a reservation is cancelled by an admin.
Triggers a given number of hours/days before or after the rental begins or ends.
Triggers when a reservation is automatically cancelled according to the cancellation rules set for the resource.
Adds a new user (customer) to your planyo site.
Adds a new vacation (period of unavailability) for given resource or entire planyo site.
Enters a new reservation into the system.
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