Connect Moxie and Planyo Online Booking
Integrate Moxie with Planyo Online Booking to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in Moxie when Customer Is Updated in Planyo Online Booking
Create Expense in Moxie when Customer Is Updated in Planyo Online Booking
Create Client in Moxie when Customer Is Updated in Planyo Online Booking
Create Form Submission in Moxie when Customer Is Updated in Planyo Online Booking
Create Opportunity in Moxie when Customer Is Updated in Planyo Online Booking
Popular Moxie + Planyo Online Booking flows
Start from a real workflow other teams are already running.
Choose a trigger
Moxie
When this happens...
- Request a new Trigger for Moxie
Choose an action
Planyo Online Booking
Automatically do this!
Create Customer
Create Reservation
Create Vacation
Create Task in Moxie when Customer Is Updated in Planyo Online Booking
Use this flowCreate Expense in Moxie when Customer Is Updated in Planyo Online Booking
Use this flowCreate Client in Moxie when Customer Is Updated in Planyo Online Booking
Use this flowCreate Form Submission in Moxie when Customer Is Updated in Planyo Online Booking
Use this flowCreate Opportunity in Moxie when Customer Is Updated in Planyo Online Booking
Use this flowCreate or Update Calendar Event in Moxie when Customer Is Updated in Planyo Online Booking
Use this flowCreate Project in Moxie when Customer Is Updated in Planyo Online Booking
Use this flowCreate Ticket in Moxie when Customer Is Updated in Planyo Online Booking
Use this flowCreate Comment on Ticket in Moxie when Customer Is Updated in Planyo Online Booking
Use this flowCreate Time Worked Entry in Moxie when Customer Is Updated in Planyo Online Booking
Use this flowSupported Triggers & Actions
Everything you can automate between Moxie and Planyo Online Booking.
When this happensTriggers
A trigger is an event that starts a workflow.
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
Reservation Cancelled By Admin
Runs when reservation cancelled by admin
Admin Modifies Reservation
Runs when admin modifies reservation
Do thisActions
Action is the task that follows automatically within your Moxie integrations.
Create Task
Creates a new task in Moxie.
Create Expense
Create an expense in your Moxie accounting records
Create Client
Creates a new client record in Hectic
Create Form Submission
Create an automated form submission with lead information and custom answers.
Create Opportunity
Create a new opportunity in your sales pipeline
Create or Update Calendar Event
Create or update a calendar event in the Moxie Homebase calendar
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 Moxie
Moxie is a platform designed to enhance team collaboration and productivity by providing tools for effective communication and project management. It offers features such as task management, team chat, and file sharing to streamline workflows and improve team efficiency.
Learn moreSimilar apps
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Moxie and Planyo Online Booking 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 Moxie and Planyo Online Booking 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 Planyo Online Booking. No coding required.
Yes. You can set up a workflow where Moxie triggers actions in Planyo Online Booking, and a separate workflow where Planyo Online Booking triggers actions in Moxie. 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 Moxie and Planyo Online Booking. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Moxie and Planyo Online Booking integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
