Connect Template To and Planyo Online Booking to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Create Customer
Create Reservation
Create Vacation
Ready to use Template To and Planyo Online Booking automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when a new template is created in TemplateTo.
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
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create PDF from Template
Creates a PDF from a template using the provided inputs.
Get Upcoming Invoices
Get upcoming invoices.
Create PDF From HTML
Generate a PDF from HTML and return its file details.
Create Text From Template
Create text from a template using provided inputs.
Create Text From HTML
Generate a Text from HTML and return its file details.
Create Customer
Create a new customer
Know More About Templateto and Planyo Online Booking Integrations
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Frequently Asked Questions
To start, connect both your Template To and Planyo Online Booking accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Planyo Online Booking (or vice versa).
Absolutely. You can customize how Template To 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 Template To 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 Template To 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 Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
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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