Connect OnePage CRM and Planyo Online Booking to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for OnePage CRM
Choose an Action
Automatically do this!
Create Customer
Create Reservation
Create Vacation
Ready to use OnePage CRM and Planyo Online Booking automations
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Actions and Triggers
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 OnePage CRM integrations.
Create Contact hold
Creates a new contact in OnePageCRM.
Create Call
Create a call
Create Deal
Create a new deal
Create Note
Create a new note
Create Action
Create a new action
Update Deal
Update a specific deal
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Frequently Asked Questions
To start, connect both your OnePage CRM and Planyo Online Booking accounts to viaSocket. Once connected, you can set up a workflow where an event in OnePage CRM triggers actions in Planyo Online Booking (or vice versa).
Absolutely. You can customize how OnePage 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 OnePage 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 OnePage 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 OnePage CRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
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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