Integrate Salesmate with Planyo
Send information between Salesmate and Planyo automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Salesmate and Planyo using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
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
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create activity
Creates a new activity
Create company
Creates a new company
Create contact
Creates a new contact
Update activity
Updates the details of an existing activity
Update deal
Updates the details of an existing deal
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Fetch company
Fetches the details of a company by name, ID, or website
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch activity
Fetches the details of an activity by title or ID
Fetch deal
Fetches the details of a deal by title or ID
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
What is Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
Similar apps
What is Planyo?
Planyo is a flexible online reservation and booking application for hotels, holiday apartments, and any business that accepts bookings.
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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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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CEO, OpIndia
Endless integrations. End to manual work.
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