Paperless Forms + Planyo Online Booking
Create new Planyo Online Booking customers from new Paperless Forms entries
Effortlessly streamline your customer onboarding process with this automation between Paperless Forms and Planyo Online Booking. When a new entry is submitted using Paperless Forms, this workflow adds a new customer to your Planyo Online Booking app, ensuring a seamless experience for both you and your clients. Say goodbye to manual data entry and concentrate on providing top-notch service.
Effortlessly streamline your customer onboarding process with this automation between Paperless Forms and Planyo Online Booking. When a new entry is submitted using Paperless Forms, this workflow adds a new customer to your Planyo Online Booking app, ensuring a seamless experience for both you and your clients. Say goodbye to manual data entry and concentrate on providing top-notch service.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!New Customer
Adds a new user (customer) to your planyo site.
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Form Name
Try ItBefore 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).
Try ItBefore 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).
Try ItBefore 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).
Try It
Before or After Event #1
Triggers a given number of hours/days before or after the rental begins or ends.
Try ItBefore 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).
Try ItBefore 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).
Try ItUpdate of Reservation Status to Checked-In
Triggers when the customer checks in.
Try It
