Planyo Online Booking + Salesforce

Create Salesforce events from new Planyo reservations

Combine Planyo, the most flexible booking system on the market, with the power of Salesforce. Use this 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.

When this happens...
New Reservation Is Confirmed
Triggers when a reservation gets confirmed.
TriggerInstant
automatically do this!
Create Record
Creates a new record of a specified Salesforce object.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Before or After Event #1
Triggers a given number of hours/days before or after the rental begins or ends.
Trigger
Instant
Try It
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
Try It
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
Try It
Update of Reservation Status to Checked-In
Triggers when the customer checks in.
Trigger
Instant
Try It
New Reservation
Triggers when a new reservation is made.
Trigger
Instant
Try It

Update of Reservation by Admin
Triggers when a reservation is modified by an admin.
Trigger
Instant
Try It
New Reservation Is Confirmed
Triggers when a reservation gets confirmed.
Trigger
Instant
Try It

Update of Reservation Status to Cancelled by Customer
Triggers when a reservation is cancelled by the customer.
Trigger
Instant
Try It
New or Updated Customer
Triggers when a new customer has been added or when customer data has been updated.
Trigger
Instant
Try It
- Resource ID
- Start Date/TimeRequired
- End Date/TimeRequired
- Quantity
- Comment
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or 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
Try It
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
Try It
Update of Reservation Status to Cancelled by Admin
Triggers when a reservation is cancelled by an admin.
Trigger
Instant
Try It
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
Try It
New Payment
Triggers when a new payment is made.
Trigger
Instant
Try It
Update of Reservation by Customer
Triggers when a reservation is modified by the customer.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Address

Planyo Online Booking + Salesforce

Create Salesforce events from new Planyo reservations

Supported triggers and actions

Before or After Event #1

Before or After Event #3

Before or After Event #5

Update of Reservation Status to Checked-In

New Reservation

Update of Reservation by Admin

New Reservation Is Confirmed

Update of Reservation Status to Cancelled by Customer

New or Updated Customer

Create Vacation

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create Lead

Create Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Find or Create Record

Before or After Event #2

Before or After Event #4

Before or After Event #6

Update of Reservation Status to Checked-Out

Update of Reservation Status to Cancelled by Admin

Automatic Update of Reservation Status to Cancelled

New Payment

Update of Reservation by Customer

New Customer