Planyo Online Booking + Code by Zapier + Zoho CRM Integrations

How to connect Planyo Online Booking + Code by Zapier + Zoho CRM

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Do even more with Planyo Online Booking + Code by Zapier + Zoho CRM

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Planyo Online Booking, Code by Zapier, and Zoho CRM. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

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
- Zap Id
- Zap Step Id
- CodeRequired
Trigger
Scheduled
Try It
- Zap Id
- Zap Step Id
- Input Data
- CodeRequired
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
Scheduled
Try It
- ModuleRequired
Trigger
Instant
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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
Scheduled
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
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
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
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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
- Zap Id
- Zap Step Id
- CodeRequired
Trigger
Scheduled
Try It
- Zap Id
- Zap Step Id
- Input Data
- CodeRequired
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
Scheduled
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
Scheduled
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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

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How Planyo Online Booking + Code by Zapier + Zoho CRM Integrations Work

Step 1: Authenticate Planyo Online Booking, Code by Zapier, and Zoho CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Planyo Online Booking + Code by Zapier + Zoho CRM

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.

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Related categories

Scheduling & Booking

About Code by Zapier

Write custom Python or Javascript code in response to any data from any service! Transform, mutate, customize or even do custom HTTP in a native and familiar environment.

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Related categories

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

Related categories

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Do even more with Planyo Online Booking + Code by Zapier + Zoho CRM

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

Resource ID

Quantity

Comment

Run Javascript

Zap Id

Zap Step Id

Run Javascript

Zap Id

Zap Step Id

Input Data

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

File name

Convert Lead

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

Trigger

Create/Update Module Entry

Trigger

duplicate check fields

Find Module Entry

Optional Copy

Field name 2

Value 2

Create Module Entry

Optional Copy

Field name 2

Value 2

Trigger

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

Address

City

Zip

State

Country

Phone

Phone Country Code

Create Reservation

Address

City

Zip

State

Country

Run Python

Zap Id

Zap Step Id

Run Python

Zap Id

Zap Step Id

Input Data

New Lead