Planyo Online Booking + Zoho CRM

Create new Zoho CRM modules for every new payment in Planyo Online Booking

Ensure seamless customer payment processing with this workflow. As a new payment is reflected in Planyo Online Booking, it is simultaneously documented in Zoho CRM. This efficient automation keeps your customer records current, eliminates the need for manual data input, and prevents any payment from going unregistered.

When this happens...
New Payment
Triggers when a new payment is made.
TriggerInstant
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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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
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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/TimeRequired
- End Date/TimeRequired
- Quantity
- Comment
Action
Write
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
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
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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
- City
- Zip
- State
- Country
- Phone
- Phone Country Code
Action
Write
- Resource IDRequired
- Start Date/TimeRequired
- End Date/TimeRequired
- QuantityRequired
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Address
- City
- Zip
- State
- Country
Action
Write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

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.

Related categories

Scheduling & Booking

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn more

Planyo Online Booking + Zoho CRM

Create new Zoho CRM modules for every new payment in Planyo Online Booking

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 Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

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

Create Reservation

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

About Planyo Online Booking

Related categories

About Zoho CRM

Related categories

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