Planyo Online Booking + Salesforce
Create Salesforce events from new Planyo reservations
Combine Planyo, the most flexible booking system on the market, with the power of Salesforce. Use this Zapier integration to automatically create a Salesforce event whenever a new reservation is entered into the Planyo online booking system. Only confirmed reservations will be added.
Combine Planyo, the most flexible booking system on the market, with the power of Salesforce. Use this Zapier integration to automatically create a Salesforce event whenever a new reservation is entered into the Planyo online booking system. Only confirmed reservations will be added.
- When this happens...New Reservation Is Confirmed
Triggers when a reservation gets confirmed.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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
