Connect Planyo Online Booking and outline to Build Intelligent Automations
Choose a Trigger
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
Choose an Action
Automatically do this!
Create Document
Create an Attachment
Delete an Attachment
Update a Collection
Delete Collection
Update a Document
Delete Document
Create a Group
Update a group
Delete a Group
Create Collection
Create a Comment
Delete a Comment
Create a Star
Delete a Star
Update a stars order in the sidebar
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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 Planyo Online Booking integrations.
Create Customer
Create a new customer
Create Reservation
Create a new reservation in Planyo
Create Vacation
Add a period of unavailability for a resource or the entire site.
Create Document
Creates a document in outline.
Create an Attachment
Creates an attachment record and upload URL.
Delete an Attachment
Removes an attachment by ID.
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Frequently Asked Questions
To start, connect both your Planyo Online Booking and outline accounts to viaSocket. Once connected, you can set up a workflow where an event in Planyo Online Booking triggers actions in outline (or vice versa).
Absolutely. You can customize how Planyo Online Booking data is recorded in outline. This includes choosing which data fields go into which fields of outline, setting up custom formats, and filtering out unwanted information.
The data sync between Planyo Online Booking and outline 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 outline. 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 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 MoreAbout outline
Outline is a fast, open‑source team knowledge base and wiki for organizing internal documentation, product specs, support answers, meeting notes, and onboarding. It features a blazing‑fast Markdown editor with slash commands, real‑time collaboration with comments and threads, powerful search with optional AI answers, and 20+ integrations including Slack, Figma, and Loom. Teams can manage permissions, guest access, and public sharing, and customize branding with custom domains; it’s available both as a hosted cloud service and a self‑hosted deployment. Designed for speed, simplicity, and transparency, Outline serves as a shared long‑term memory for modern teams.
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