Planyo Online Booking + Pipedrive Integrations
How to connect Planyo Online Booking + Pipedrive
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Before or After Event #1Triggers a given number of hours/days before or after the rental begins or ends.Trigger- Before or After Event #2Triggers a given number of hours/days before or after the rental begins or ends (#2 event defined in Notifications in the Planyo backend).Trigger
- Before or After Event #3Triggers a given number of hours/days before or after the rental begins or ends (#3 event defined in Notifications in the Planyo backend).Trigger
- Before or After Event #4Triggers a given number of hours/days before or after the rental begins or ends (#4 event defined in Notifications in the Planyo backend).Trigger
- Before or After Event #5Triggers a given number of hours/days before or after the rental begins or ends (#5 event defined in Notifications in the Planyo backend).Trigger
- Before or After Event #6Triggers a given number of hours/days before or after the rental begins or ends (#6 event defined in Notifications in the Planyo backend).Trigger
- Update of Reservation Status to Checked-InTriggers when the customer checks in.Trigger
- Update of Reservation Status to Checked-OutTriggers when the customer checks out.Trigger
- Planyo Online Booking
Triggers when a new reservation is made.
Instant
Trigger
- Planyo Online Booking
Triggers when a reservation is cancelled by an admin.
Instant
Trigger
- Planyo Online Booking
Triggers when a reservation is modified by an admin.
Instant
Trigger
- Planyo Online Booking
Triggers when a reservation is automatically cancelled according to the cancellation rules set for the resource.
Instant
Trigger
- Planyo Online Booking
Triggers when a reservation gets confirmed.
Instant
Trigger
- Planyo Online Booking
Triggers when a new payment is made.
Instant
Trigger
- Planyo Online Booking
Triggers when a reservation is cancelled by the customer.
Instant
Trigger
- Planyo Online Booking
Triggers when a reservation is modified by the customer.
Instant
Trigger
- Planyo Online Booking
Triggers when a new customer has been added or when customer data has been updated.
Instant
Trigger
- Planyo Online Booking
Adds a new user (customer) to your planyo site.
Scheduled
Action
- Planyo Online Booking
Adds a new vacation (period of unavailability) for given resource or entire planyo site.
Scheduled
Action
- Planyo Online Booking
Enters a new reservation into the system.
Scheduled
Action
- Pipedrive
Triggers when a new activity is created.
Scheduled
Trigger
- Pipedrive
Triggers when an activity matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a new deal is created.
Instant
Trigger
- Pipedrive
Triggers when a deal matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a Lead is created.
Scheduled
Trigger
- Pipedrive
Triggers when a new note is created.
Scheduled
Trigger
- Pipedrive
Triggers when a new organization is created.
Scheduled
Trigger
- Pipedrive
Triggers when an organization matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a new person is created.
Scheduled
Trigger
- Pipedrive
Triggers when a person matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a deal's stage is updated.
Instant
Trigger
- Pipedrive
Triggers when an existing deal is updated.
Instant
Trigger
- Pipedrive
Triggers when an existing organization is updated.
Scheduled
Trigger
- Pipedrive
Triggers when an existing person is updated.
Scheduled
Trigger
- Pipedrive
Adds a product to a deal.
Scheduled
Action
- Pipedrive
Creates a new activity.
Scheduled
Action
- Pipedrive
Creates a new deal.
Scheduled
Action
- Pipedrive
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
Scheduled
Action
- Pipedrive
Adds a follower to a deal, organization, person or product.
Scheduled
Action
- Pipedrive
Creates a new lead.
Scheduled
Action
- Pipedrive
Creates a new note.
Scheduled
Action
- Pipedrive
Creates a new organization.
Scheduled
Action
- Pipedrive
Creates a new person.
Scheduled
Action
- Pipedrive
Creates a new product.
Scheduled
Action
- Pipedrive
Updates an existing activity.
Scheduled
Action
- Pipedrive
Updates an existing deal.
Scheduled
Action
- Pipedrive
Updates an existing organization.
Scheduled
Action
- Pipedrive
Updates an existing person.
Scheduled
Action
- Pipedrive
Finds an activity by subject.
Scheduled
Action
- Pipedrive
Finds a deal by name.
Scheduled
Action
- Pipedrive
Finds an organization.
Scheduled
Action
- Pipedrive
Finds a person.
Scheduled
Action
- Pipedrive
Finds a product by name.
Scheduled
Action
- Pipedrive
Finds a product or products by name, ID, or product code (with line item support).
Scheduled
Action
- Pipedrive
Finds a user by name, email or ID.
Scheduled
Action
- Pipedrive
Finds an activity by subject, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a deal by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds an organization by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a person by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a product by name, or creates one if none are found.
Scheduled
Action
How Planyo Online Booking + Pipedrive Integrations Work
- Step 1: Authenticate Planyo Online Booking and Pipedrive.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Pipedrive Tutorials
About Planyo Online Booking
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