Integrations Finmei Planyo Online Booking
Finmei + Planyo Online Booking

Connect Finmei and Planyo Online Booking to Build Intelligent Automations

Choose a Trigger

Finmei

When this happens...

Choose an Action

Planyo Online Booking

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice Created

New Invoice Created

runs when new invoice is created

New Expense Created

New Expense Created

runs when New Expense Created

Customer Updated

Customer Updated

runs when Customer 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

Do thisActions

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

Create Invoice

Create Invoice

Create a new invoice with buyer, seller, products, and payment details.

List Invoices

List Invoices

Fetches all invoices from Finmei.

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.

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Frequently Asked Questions

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

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

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

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

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

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

Finmei

About Finmei

Finmei is a comprehensive platform designed to streamline financial management and enhance decision-making for businesses and individuals. With a focus on providing insightful analytics and efficient tools, Finmei empowers users to manage their finances with ease and precision.

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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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