Connect Cloudbeds and Planfix
Integrate Cloudbeds with Planfix to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Cloudbeds + Planfix flows
Start from a real workflow other teams are already running.
Choose a trigger
Cloudbeds
When this happens...
New Reservation
Choose an action
Planfix
Automatically do this!
Create Contact
Delete Comment
Find Contact By Name
Find Task by Name
Find Task by Name in Planfix when New Reservation in Cloudbeds
Use this flowCreate Contact in Planfix when New Reservation in Cloudbeds
Use this flowDelete Comment in Planfix when New Reservation in Cloudbeds
Use this flowFind Contact By Name in Planfix when New Reservation in Cloudbeds
Use this flowSupported Triggers & Actions
Everything you can automate between Cloudbeds and Planfix.
When this happensTriggers
A trigger is an event that starts a workflow.
New Reservation
Runs when a new reservation is created in Cloudbeds.
Do thisActions
Action is the task that follows automatically within your Cloudbeds integrations.
Get Reservation
Fetch a reservation by Reservation ID; optionally specify property and include guest requirements.
List Reservations
List reservations and filter by dates, status, room, guest, source, and pagination.
Create Contact
Create a new contact
Delete Comment
Delete a comment
Find Contact By Name
Return contact details by name
Find Task by Name
Find a task by title and return its full details; if no title is provided, return all tasks.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Cloudbeds
Cloudbeds is a comprehensive hospitality management software that streamlines operations for hotels, hostels, vacation rentals, and other lodging businesses. It offers tools for reservations, guest management, revenue management, and more.
Learn moreSimilar apps
About Planfix
Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cloudbeds and Planfix accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Cloudbeds and Planfix as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Planfix. No coding required.
Yes. You can set up a workflow where Cloudbeds triggers actions in Planfix, and a separate workflow where Planfix triggers actions in Cloudbeds. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Cloudbeds and Planfix. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cloudbeds and Planfix integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
