
When this happens...
Customer Is Updated
New Reservation
Reservation Is Checked In
Reservation Is Checked Out
Reservation Cancelled By Admin
Admin Modifies Reservation
Reservation Is Confirmed
New Payment Received
Reservation Modified by Customer
Reservation Cancelled by Customer

Automatically do this!
Create a Contact
Create a Customer
Search Customer by Email
Search Customer via External Id
Retrieve a Metric
Retrieve a Customer Profile
List Customer's Opportunities
Update an Opportunity
Update a Note or call log
Update a Customer
Update a Contact
Merge Customers
Create an Opportunity
Create a Note or Call Log
Add Tags to a Customer
Add Tags to a Customer via External Id
Add Tags to a Customer via Email
Add Custom Attributes to a Customer via UUID
Add Custom Attribute to a Customer via external id
Add Custom Attributes to Customers by Email
List Sources
List Customers
List Customers by Email
List Contacts
List Opportunities
List Plans
List Subscription Events
List Invoices
All Key Metrics
Get MRR
Get ARR
Get ARPA
Get ASP
Get Customer Count
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when Customer Is Updated
Runs when New Reservation Is Created
Runs when Reservation Is Checked In
Runs when Reservation Is Checked Out
Runs when reservation cancelled by admin
Runs when admin modifies reservation
Action is the task that follows automatically within your Planyo Online Booking integrations.
Create a new customer
Create a new reservation in Planyo
Add a period of unavailability for a resource or the entire site.
Creates a contact object in ChartMogul under a specified customer within the selected data_source.
Creates a customer object in ChartMogul under the specified data_source.
Searches for a customer by email

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Planyo Online Booking and ChartMogul accounts to viaSocket. Once connected, you can set up a workflow where an event in Planyo Online Booking triggers actions in ChartMogul (or vice versa).
Absolutely. You can customize how Planyo Online Booking data is recorded in ChartMogul. This includes choosing which data fields go into which fields of ChartMogul, setting up custom formats, and filtering out unwanted information.
The data sync between Planyo Online Booking and ChartMogul 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 Planyo Online Booking and ChartMogul. 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 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 MoreChartMogul is a subscription analytics platform that helps businesses measure, understand, and grow their subscription revenue. It provides actionable insights and metrics to optimize your subscription business.
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