Connect Planyo Online Booking and Xodo Sign
Integrate Planyo Online Booking with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Xodo Sign when Customer Is Updated in Planyo Online Booking
Get Final Signed Document from Xodo Sign when Customer Is Updated in Planyo Online Booking
Send Reminder via Xodo Sign when Customer Is Updated in Planyo Online Booking
Find and Download Document from Xodo Sign when Customer Is Updated in Planyo Online Booking
Create Contact in Xodo Sign when New Reservation in Planyo Online Booking
Popular Planyo Online Booking + Xodo Sign 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
Xodo Sign
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Create Contact in Xodo Sign when Customer Is Updated in Planyo Online Booking
Use this flowGet Final Signed Document from Xodo Sign when Customer Is Updated in Planyo Online Booking
Use this flowSend Reminder via Xodo Sign when Customer Is Updated in Planyo Online Booking
Use this flowFind and Download Document from Xodo Sign when Customer Is Updated in Planyo Online Booking
Use this flowCreate Contact in Xodo Sign when New Reservation in Planyo Online Booking
Use this flowGet Final Signed Document from Xodo Sign when New Reservation in Planyo Online Booking
Use this flowSend Reminder via Xodo Sign when New Reservation in Planyo Online Booking
Use this flowFind and Download Document from Xodo Sign when New Reservation in Planyo Online Booking
Use this flowCreate Contact in Xodo Sign when Reservation Is Checked In in Planyo Online Booking
Use this flowGet Final Signed Document from Xodo Sign when Reservation Is Checked In in Planyo Online Booking
Use this flowSupported Triggers & Actions
Everything you can automate between Planyo Online Booking and Xodo Sign.
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 Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
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 Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Planyo Online Booking and Xodo Sign 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 Xodo Sign 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 Xodo Sign. No coding required.
Yes. You can set up a workflow where Planyo Online Booking triggers actions in Xodo Sign, and a separate workflow where Xodo Sign 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 Xodo Sign. 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 Xodo Sign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
