Planyo Online Booking + SignRequest

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 Reservation
Triggers when a new reservation is made.
TriggerInstant
automatically do this!
Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
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
- Team
Trigger
Instant
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- Team
Trigger
Instant
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- Team
- TemplateRequired
- Sender Email
- Who Needs to Sign?
- SignRequest Name
- Custom SignRequest Email Subject
- Custom Message
- Send Automatic Reminders?
- External ID
- Signer EmailRequired
- 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
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
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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
Instant
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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 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
- 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 EmailRequired
- 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 errorRequired
- HTTP MethodRequired
- URLRequired
- 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.

Related categories

Scheduling & Booking

About SignRequest

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

Learn more

Related categories

Signatures

Planyo Online Booking + SignRequest

Create and send SignRequests for new Planyo Online Booking 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 Document Declined

New Document Signed

Send SignRequest From Template

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 Document Received

Send SignRequest

API Request (Beta)

About Planyo Online Booking

Related categories

About SignRequest

Related categories