Connect salesoptima and Planyo Online Booking to Build Intelligent Automations
Enable Integrations or automations with these events of salesoptima and Planyo Online Booking
Enable Integrations or automations with these events of salesoptima and Planyo Online Booking
Triggers
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
Actions
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.
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Frequently Asked Questions
To start, connect both your salesoptima and Planyo Online Booking accounts to viaSocket. Once connected, you can set up a workflow where an event in salesoptima triggers actions in Planyo Online Booking (or vice versa).
Absolutely. You can customize how salesoptima data is recorded in Planyo Online Booking. This includes choosing which data fields go into which fields of Planyo Online Booking, setting up custom formats, and filtering out unwanted information.
The data sync between salesoptima and Planyo Online Booking 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 salesoptima and Planyo Online Booking. 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 salesoptima
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
Learn MoreAbout 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.
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