Integrations DocuMocu Planyo Online Booking
DocuMocu + Planyo Online Booking

Connect DocuMocu and Planyo Online Booking to Build Intelligent Automations

Choose a Trigger

DocuMocu

When this happens...

Choose an Action

Planyo Online Booking

Automatically do this!

Ready to use DocuMocu 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 DocuMocu integrations.

Create a Category

Create a Category

Create a new category.

Archive a Document

Archive a Document

Moves a document to archive. Can be restored later.

Create a Contact

Create a Contact

Create a new contact and use it to create document recipients.

Create a Document

Create a Document

Create a new document.

Create a Product

Create a Product

Create a new product and use it quickly add products to pricing tables in documents.

Create a Recipient

Create a Recipient

Create a recipient in the document. If the email does not match with existing contact, a new contact will be created also.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how DocuMocu 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 DocuMocu and Planyo Online Booking?

The data sync between DocuMocu 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 DocuMocu 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 DocuMocu and Planyo Online Booking?

Yes, you can set conditional logic to control the flow of data between DocuMocu 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.

DocuMocu

About DocuMocu

DocuMocu is a comprehensive document management platform designed to streamline the creation, storage, and sharing of documents. It offers robust features for collaboration, version control, and secure access, making it an ideal solution for businesses and individuals looking to enhance their document workflows.

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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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