Integrate Planyo with Clientify
Send information between Planyo and Clientify automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Planyo and Clientify using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer created or updated
Triggers when a new customer is added or if the details of an existing customer are updated
Reservation updated by customer
Triggers when the details of an existing reservation are modified by the customer
Reservation confirmed
Triggers when a reservation is confirmed
Customer checked in
Triggers when the customer has checked in for a reservation
Reservation cancelled by customer
Triggers when a reservation is cancelled by the customer
Reservation modified by admin
Triggers when the details of an existing reservation are modified by an admin
Reservation automatically canceled
Triggers when a reservation is automatically canceled according to the cancellation rules set for the resource
Reservation canceled by an admin
Triggers when a reservation is canceled by an admin
Reservation made
Triggers when a new reservation is made
Customer checked out
Triggers when a customer has checked out
Task created
Triggers when a new task is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Add user
Adds a new user (customer) to your Planyo site
Create reservation
Creates a new reservation
Add vacation
Adds a new vacation (period of unavailability) for the specified resource or your entire Planyo site
Create task
Creates a new task
Create deal
Creates a new deal
Create contact
Creates a new contact
Fetch user
Fetches the details of an existing user using ID
Fetch company
Fetches the details of an existing company using ID
Fetch task
Fetches the details of an existing task using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch contact
Fetches the details of an existing contact using ID
What is Planyo?
Planyo is a flexible online reservation and booking application for hotels, holiday apartments, and any business that accepts bookings.
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What is Clientify?
Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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