Planyo Online Booking + Salesforce

Add new Salesforce contacts as Planyo customers

If you're using both Salesforce for your customer relationship management and Planyo for your online bookings, this integration may be very useful. It will add new Salesforce contacts to Planyo as new customers, so you can quickly enter reservations in their name in the backend of Planyo.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this!
New Customer
Adds a new user (customer) to your planyo site.
ActionWrite

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Supported triggers and actions

What does this mean?

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write

- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
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

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
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
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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
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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
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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

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 Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create Salesforce events from new Planyo reservations

Add new Planyo customers as Salesforce contacts

Planyo Online Booking + Salesforce

Add new Salesforce contacts as Planyo customers

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Disclaimer

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Use Assignment Rules

Update Contact

Update Record

Use Assignment Rules

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Record

Second Field to Search By

Second Search Value

Search Operator

Find Record(s) by Query

Find or Create Record

Second Field to Search By

Second Search Value

Search Operator

Use Assignment Rules

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

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Warning

Opportunity

Create New Opportunity

Create Child Records (with line item support)

Use Assignment Rules

Create File

Title

Description

Salesforce Object

Create Note

Note

Is Private

Create Record (UTC)

Use Assignment Rules

Update Lead

Use Assignment Rules

Update Record (UTC)

Use Assignment Rules

Find Child Records

Find Record(s)

Search Results

Find Record by Query

Order By

Order Direction

Limit

Find or Create Record by Query