Integrations finlight Planyo Online Booking
finlight + Planyo Online Booking

Connect finlight and Planyo Online Booking to Build Intelligent Automations

Choose a Trigger

finlight

When this happens...

Choose an Action

Planyo Online Booking

Automatically do this!

Ready to use finlight and Planyo Online Booking automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Article Arrives

New Article Arrives

Runs when new article arrives

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

Do thisActions

Action is the task that follows automatically within your finlight integrations.

List All Sources

List All Sources

Retrieve all article sources.

Search Articles

Search Articles

Search articles with filters

Create Customer

Create Customer

Create a new customer

Create Reservation

Create Reservation

Create a new reservation in Planyo

Create Vacation

Create Vacation

Add a period of unavailability for a resource or the entire site.

Request a new Action for finlight

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Frequently Asked Questions

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

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

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

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

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

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

finlight

About finlight

Finlight is a comprehensive platform designed to streamline financial management and investment tracking. It offers tools for analyzing financial data, managing portfolios, and generating insightful reports, making it ideal for both individual investors and financial professionals.

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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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