Connect Espo CRM and Planyo Online Booking to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Customer
Create Reservation
Create Vacation
Ready to use Espo CRM and Planyo Online Booking automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Customer Is Updated
Runs when Customer Is Updated
New Reservation
Runs when New Reservation Is Created
Reservation Is Checked In
Runs when Reservation Is Checked In
Reservation Is Checked Out
Runs when Reservation Is Checked Out
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Create Customer
Create a new customer
Create Reservation
Create a new reservation in Planyo
Know More About Espo Crm and Planyo Online Booking Integrations
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Frequently Asked Questions
To start, connect both your Espo CRM and Planyo Online Booking accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Planyo Online Booking (or vice versa).
Absolutely. You can customize how Espo CRM 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.
The data sync between Espo CRM and Planyo Online Booking typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Espo CRM 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.
About Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn MoreAbout 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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