Billit + Planyo Online Booking

Create new Billit customers from new or updated customers in Planyo Online Booking

Keep your customer data in sync between Planyo Online Booking and Billit with this efficient workflow. Whenever a customer profile is added or modified in Planyo, the same changes are reflected in Billit. This not only ensures up-to-date customer information in both your systems, but also spares you the chore of manual data entry, letting you focus more on your core business operations.

When this happens...
New or Updated Customer
Triggers when a new customer has been added or when customer data has been updated.
TriggerInstant
automatically do this!
Create Customer
This action will create a customer in Billit
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
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
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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
- VAT Number
- Name
- First name
- Last name
- Client IBAN
- Email
Action
Write
- Product NameRequired
- ProductDescriptionRequired
- Price Excl. VAT
- VAT AmountRequired
- Groupname
- Amount Incl. VATRequired
- Stock QuantityRequired
- UnitRequired
- Minimum Billed Quantity
- Buy price Excl. VAT
Action
Write
- VAT NumberRequired
- First Name
- Last name
- Client IBAN
- Email
Action
Write
- Product IDRequired
- ReferenceRequired
- DescriptionRequired
- Amount Excl BTWRequired
- VATRequired
- UnitRequired
- Group NameRequired
- Amount Incl BTWRequired
- Stock QuantityRequired
- Minimum Billed QuantityRequired
- Buy Price Excl BTWRequired
Action
Write
- Product NameRequired
Action
Search

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
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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
- Customer NameRequired
- Customer Street NameRequired
- Customer address numberRequired
- Customer Box Number
- Customer ZipcodeRequired
- Customer CityRequired
- Customer Countrycode
- Customer IBANRequired
- Customer BIC
- Customer Mobile
- Customer Phone
- Customer Fax
- Customer Email
- Customer Website
- Customer Contact
- Customer VAT Number
- Party Type
- VAT Liable
- Unit QuantityRequired
- Unit price exclRequired
- Unit DescriptionRequired
- Total Excl
- Total VAT
- VAT PrecentageRequired
- Order DateRequired
- Order TypeRequired
- Order DirectionRequired
- PaidRequired
- Paid Date
- Currency
- Order Total Excl
- Order Total Incl
- Order Total VAT
- Expiry DateRequired
- Invoice as DraftRequired
- Custom Reference
- Custom Payment Reference
- Extra Unit Quantity #2
- Extra Unit Price Excl #2
- Extra Unit Description #2
- Extra VAT Percentage #2
- Extra Unit Quantity #3
- Extra Unit Price Excl #3
- Extra Unit Description #3
- Extra VAT Percentage #3
- ExtraTotalExcl #2
- Extra Total VAT #2
- ExtraTotalExcl #3
- Extra Total VAT #3
Action
Write
- Customer VATRequired
- Product IDRequired
- Product QuantityRequired
- Invoice DateRequired
- Invoice TypeRequired
Action
Write
- Time FormatRequired
- Customer Type
- Project NameRequired
- Customer Vat/NameRequired
- QuantityRequired
- ProductRequired
Action
Write
- Customer Name
- VAT Number
Action
Search
- Product NameRequired
- Product NameRequired
- ProductDescriptionRequired
- Price Excl. VAT
- VAT AmountRequired
- Groupname
- Amount Incl. VATRequired
- Stock QuantityRequired
- UnitRequired
- Minimum Billed Quantity
- Buy price Excl. VAT
Action
Search or write

About Billit

Billit is an accounting app for entrepreneurs, with the support of the accountants.

Related categories

Accounting

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

Billit + Planyo Online Booking

Create new Billit customers from new or updated customers in Planyo Online Booking

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

Create Customer

Create Product

Create Supplier

Update Product

Find Product

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

Create Invoice

Quick Invoice

Update or Add Invoice

Find Customer

Find or Create Product

About Billit

Related categories

About Planyo Online Booking

Related categories