Connect Planyo Online Booking and ServeManager
Integrate Planyo Online Booking with ServeManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Account from ServeManager when Customer Is Updated in Planyo Online Booking
List Employees from ServeManager when Customer Is Updated in Planyo Online Booking
List Courts from ServeManager when Customer Is Updated in Planyo Online Booking
List Notes from ServeManager when Customer Is Updated in Planyo Online Booking
List Attempts from ServeManager when Customer Is Updated in Planyo Online Booking
Popular Planyo Online Booking + ServeManager 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
ServeManager
Automatically do this!
List Account
List Employees
List Courts
List Notes
List Attempts
List Invoices
Create Company
Create Court Case
Create Job
Create Note
Find Company
Find Court Case
Find Job
List Account from ServeManager when Customer Is Updated in Planyo Online Booking
Use this flowList Employees from ServeManager when Customer Is Updated in Planyo Online Booking
Use this flowList Courts from ServeManager when Customer Is Updated in Planyo Online Booking
Use this flowList Notes from ServeManager when Customer Is Updated in Planyo Online Booking
Use this flowList Attempts from ServeManager when Customer Is Updated in Planyo Online Booking
Use this flowList Invoices from ServeManager when Customer Is Updated in Planyo Online Booking
Use this flowCreate Company in Servemanager when Customer Is Updated in Planyo Online Booking
Use this flowCreate Court Case in Servemanager when Customer Is Updated in Planyo Online Booking
Use this flowCreate Job in Servemanager when Customer Is Updated in Planyo Online Booking
Use this flowCreate Note in Servemanager when Customer Is Updated in Planyo Online Booking
Use this flowSupported Triggers & Actions
Everything you can automate between Planyo Online Booking and ServeManager.
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.
List Account
List all available account information
List Employees
Retrieve a list of all employees in your ServeManager account, including their names, roles, email addresses, and availability status.
List Courts
Retrieve a list of all courts from your ServeManager account
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 ServeManager
ServeManager is a comprehensive software solution designed for process servers to manage their business operations efficiently. It offers tools for job management, client communication, invoicing, and tracking, making it an essential platform for legal professionals and process serving companies.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Planyo Online Booking and ServeManager 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 ServeManager 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 ServeManager. No coding required.
Yes. You can set up a workflow where Planyo Online Booking triggers actions in ServeManager, and a separate workflow where ServeManager 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 ServeManager. 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 ServeManager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
