Planyo Online Booking + Sage Intacct

Planyo Online Booking + Sage Intacct integrations

Locate newly added or updated customers in Planyo Online Booking using Sage Intacct's find customer feature

Keep your customer information consistent and up-to-date across your business apps by connecting Planyo Online Booking with Sage Intacct. With this workflow, every time a new customer is added or an existing client's details are updated in Planyo, the changes are immediately reflected in Sage Intacct. This ensures a unified customer management experience, eliminates the need for manual data entry, and provides immediate access to the latest customer information.

When this happens...
New or Updated CustomerTriggers when a new customer has been added or when customer data has been updated.
TriggerInstant

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More things you can do with Planyo Online Booking and Sage Intacct

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

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

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
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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
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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

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

About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

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Related categories

Accounting

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Related Zap Templates

Create contacts in Sage Intacct for new or updated customers in Planyo Online Booking

Create contacts in Sage Intacct from new or updated customers in Planyo Online Booking