Planyo Online Booking + Sage Intacct
Locate newly added or updated customers in Planyo Online Booking using Sage Intacct's find customer feature
Keep your customer information consistent and up-to-date across your business apps by connecting Planyo Online Booking with Sage Intacct. With this workflow, every time a new customer is added or an existing client's details are updated in Planyo, the changes are immediately reflected in Sage Intacct. This ensures a unified customer management experience, eliminates the need for manual data entry, and provides immediate access to the latest customer information.
Keep your customer information consistent and up-to-date across your business apps by connecting Planyo Online Booking with Sage Intacct. With this workflow, every time a new customer is added or an existing client's details are updated in Planyo, the changes are immediately reflected in Sage Intacct. This ensures a unified customer management experience, eliminates the need for manual data entry, and provides immediate access to the latest customer information.
- When this happens!New or Updated Customer
Triggers when a new customer has been added or when customer data has been updated.
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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
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).
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 ItUpdate of Reservation Status to Checked-Out
Triggers when the customer checks out.
Try It