Connect Planyo Online Booking and Xero
Integrate Planyo Online Booking with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Contact in Xero when Customer Is Updated in Planyo Online Booking
Create Project in Xero when Customer Is Updated in Planyo Online Booking
Create Purchase Order in Xero when Customer Is Updated in Planyo Online Booking
Create New Quote in Xero when Customer Is Updated in Planyo Online Booking
Find a Purchase Order in Xero when Customer Is Updated in Planyo Online Booking
Popular Planyo Online Booking + Xero 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
Xero
Automatically do this!
Create or Update Contact
Create Project
Create Purchase Order
Create New Quote
Find a Purchase Order
Find Invoice
Find Contact
Add Note to Invoice
Add Stock Items
Create Bank Transfer
Create an Xero Invoice
Get Balance Sheet
Get Report of Profit and Loss
Create or Update Contact in Xero when Customer Is Updated in Planyo Online Booking
Use this flowCreate Project in Xero when Customer Is Updated in Planyo Online Booking
Use this flowCreate Purchase Order in Xero when Customer Is Updated in Planyo Online Booking
Use this flowCreate New Quote in Xero when Customer Is Updated in Planyo Online Booking
Use this flowFind a Purchase Order in Xero when Customer Is Updated in Planyo Online Booking
Use this flowFind Invoice in Xero when Customer Is Updated in Planyo Online Booking
Use this flowFind Contact in Xero when Customer Is Updated in Planyo Online Booking
Use this flowAdd Note to Invoice in Xero when Customer Is Updated in Planyo Online Booking
Use this flowAdd Stock Items to Xero when Customer Is Updated in Planyo Online Booking
Use this flowCreate Bank Transfer in Xero when Customer Is Updated in Planyo Online Booking
Use this flowSupported Triggers & Actions
Everything you can automate between Planyo Online Booking and Xero.
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 or Update Contact
Creates a new contact.
Create Project
Creates a New Project For a Contact
Create Purchase Order
Creates A New Purchase Order For A Contact
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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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 Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Planyo Online Booking and Xero 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 Xero 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 Xero. No coding required.
Yes. You can set up a workflow where Planyo Online Booking triggers actions in Xero, and a separate workflow where Xero 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 Xero. 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 Xero integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
