Connect Planyo Online Booking and Perfex CRM
Integrate Planyo Online Booking with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Planyo Online Booking when New Contract in Perfexcrm
Create Reservation in Planyo Online Booking when New Contract in Perfexcrm
Create Customer in Planyo Online Booking when New Customer in Perfexcrm
Create Vacation in Planyo Online Booking when New Customer in Perfexcrm
Create Customer in Planyo Online Booking when New Lead in Perfexcrm
Popular Planyo Online Booking + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Planyo Online Booking
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
Perfex CRM
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Create Customer in Planyo Online Booking when New Contract in Perfexcrm
Use this flowCreate Reservation in Planyo Online Booking when New Contract in Perfexcrm
Use this flowCreate Customer in Planyo Online Booking when New Customer in Perfexcrm
Use this flowCreate Vacation in Planyo Online Booking when New Customer in Perfexcrm
Use this flowCreate Customer in Planyo Online Booking when New Lead in Perfexcrm
Use this flowCreate Reservation in Planyo Online Booking when New Project in Perfexcrm
Use this flowCreate Vacation in Planyo Online Booking when New Project in Perfexcrm
Use this flowCreate Customer in Planyo Online Booking when New Ticket in Perfexcrm
Use this flowCreate Reservation in Planyo Online Booking when New Ticket in Perfexcrm
Use this flowCreate Vacation in Planyo Online Booking when New Ticket in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Planyo Online Booking and Perfex CRM.
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 Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
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 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
About Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Planyo Online Booking and Perfex CRM 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 Planyo Online Booking and Perfex CRM 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 Perfex CRM. No coding required.
Yes. You can set up a workflow where Planyo Online Booking triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Planyo Online Booking. 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 Planyo Online Booking and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Planyo Online Booking and Perfex CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
