Integrations Planyo Online Booking AgentX
Planyo Online Booking + AgentX

Connect Planyo Online Booking and AgentX to Build Intelligent Automations

Choose a Trigger

Planyo Online Booking

When this happens...

Choose an Action

AgentX

Automatically do this!

Ready to use Planyo Online Booking and AgentX automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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

Admin Modifies Reservation

Admin Modifies Reservation

Runs when admin modifies reservation

Do thisActions

Action is the task that follows automatically within your Planyo Online Booking integrations.

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.

Start a conversation

Start a conversation

Create a new chat with the selected agent so you can send messages and get responses.

Send message to agent

Send message to agent

Start a conversation with the selected agent and send your initial message.

Send a message

Send a message

Send a message from the chosen Agent into an existing conversation so the Agent can reply.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Planyo Online Booking data is recorded in AgentX. This includes choosing which data fields go into which fields of AgentX, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Planyo Online Booking and AgentX?

The data sync between Planyo Online Booking and AgentX 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 Planyo Online Booking to AgentX?

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 Planyo Online Booking and AgentX?

Yes, you can set conditional logic to control the flow of data between Planyo Online Booking and AgentX. 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.

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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AgentX

About AgentX

AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.

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