Integrations Zoho Expense Planyo Online Booking
Zoho Expense + Planyo Online Booking

Connect Zoho Expense and Planyo Online Booking to Build Intelligent Automations

Choose a Trigger

Zoho Expense

When this happens...

Choose an Action

Planyo Online Booking

Automatically do this!

Ready to use Zoho Expense and Planyo Online Booking automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Customer Is Updated

Customer Is Updated

Runs when Customer Is Updated

New Reservation

New Reservation

Runs when New Reservation Is Created

Reservation Is Checked In

Reservation Is Checked In

Runs when Reservation Is Checked In

Reservation Is Checked Out

Reservation Is Checked Out

Runs when Reservation Is Checked Out

Reservation Cancelled By Admin

Reservation Cancelled By Admin

Runs when reservation cancelled by admin

Admin Modifies Reservation

Admin Modifies Reservation

Runs when admin modifies reservation

Do thisActions

Action is the task that follows automatically within your Zoho Expense integrations.

Create Currency

Create Currency

Add a new currency to Zoho Expense by providing its ISO code, display format, name, symbol, and decimal precision.

Create a Trip

Create a Trip

Creates a trip record in Zoho Expense with destination, attendees, budget, currency, and travel preferences.

Create User

Create User

Creates a new user in Zoho Expense account.

Create Expense Categories

Create Expense Categories

Create a new expense category with optional GL code, description, maximum and receipt limits, and a flat amount.

Create Project

Create Project

Create a new project linked to a customer, set visibility and description, and optionally assign users.

Search Trip

Search Trip

Retrieve trip details (dates, status, itinerary, requester) by Trip ID.

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Frequently Asked Questions

How do I start an integration between Zoho Expense and Planyo Online Booking?

To start, connect both your Zoho Expense and Planyo Online Booking accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Expense triggers actions in Planyo Online Booking (or vice versa).

Can we customize how data from Zoho Expense is recorded in Planyo Online Booking?

Absolutely. You can customize how Zoho Expense data is recorded in Planyo Online Booking. This includes choosing which data fields go into which fields of Planyo Online Booking, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho Expense and Planyo Online Booking?

The data sync between Zoho Expense and Planyo Online Booking typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho Expense to Planyo Online Booking?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho Expense and Planyo Online Booking?

Yes, you can set conditional logic to control the flow of data between Zoho Expense and Planyo Online Booking. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Zoho Expense

About Zoho Expense

Zoho Expense simplifies business expense management by enabling users to record expenses, scan receipts, submit reports, manage approvals, and gain spending insights through a secure, efficient, and user-friendly platform.

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Planyo Online Booking

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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