Planyo Online Booking + SignRequest

Planyo Online Booking + SignRequest integrations

Create and send SignRequests for new Planyo Online Booking reservations

Effortlessly streamline your booking and document signing process with this automation. When a new reservation is made in Planyo Online Booking, a SignRequest template is sent to the customer for their signature. This workflow saves you time and ensures all necessary paperwork is completed promptly and securely.

When this happens...
New ReservationTriggers when a new reservation is made.
TriggerInstant
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Send SignRequest From TemplateCreates and sends a new SignRequest from a SignRequest Template.
ActionWrite

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More things you can do with Planyo Online Booking and SignRequest

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

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).
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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.
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Instant
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Update of Reservation by Admin
Triggers when a reservation is modified by an admin.
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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
- Team
Trigger
Instant
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- Team
Trigger
Instant
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- Team
- Template
  Required
- Sender Email
- Who Needs to Sign?
- SignRequest Name
- Custom SignRequest Email Subject
- Custom Message
- Send Automatic Reminders?
- External ID
- Signer Email
  Required
- Signer First Name
- Signer Last Name
- Does This Signer Need to Sign?
- Signer Needs to Approve Only?
- Signing Order
- Signer Language
- Force Language
- Mobile Phone Number to Verify
- Advanced Signers Configuration
- Advanced Tags Prefill
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
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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
- Team
Trigger
Instant
Try It
- Team
- File
- File From URL
- Sender Email
- Who Needs to Sign?
- SignRequest Name
- Custom SignRequest Email Subject
- Custom Message
- Send Automatic Reminders?
- External ID
- Signer Email
  Required
- Signer First Name
- Signer Last Name
- Does This Signer Need to Sign?
- Signer Needs to Approve Only?
- Signing Order
- Signer Language
- Force Language
- Mobile Phone Number to Verify
- Advanced Signers Configuration
- Advanced Tags Prefill
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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 SignRequest

SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.

Learn moreLearn moreHelpHelp

Related categories

Signatures