Integrations Xodo Sign Planyo Online Booking
Xodo Sign + Planyo Online Booking

Connect Xodo Sign and Planyo Online Booking to Build Intelligent Automations

Choose a Trigger

Xodo Sign

When this happens...

Choose an Action

Planyo Online Booking

Automatically do this!

Ready to use Xodo Sign and Planyo Online Booking automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Sent

Document Sent

Triggers when a document is sent.

Document Completed

Document Completed

Triggers when a new document is completed.

Customer Is Updated

Customer Is Updated

Runs when Customer Is Updated

New Reservation

New Reservation

Runs when New Reservation Is Created

Reservation Is Checked In

Reservation Is Checked In

Runs when Reservation Is Checked In

Reservation Is Checked Out

Reservation Is Checked Out

Runs when Reservation Is Checked Out

Do thisActions

Action is the task that follows automatically within your Xodo Sign integrations.

Create Contact

Create Contact

Creates a contact

Find and Download Document

Find and Download Document

Finds and downloads a document

Send Reminder

Send Reminder

Send Reminder to document.

Create Customer

Create Customer

Create a new customer

Create Reservation

Create Reservation

Create a new reservation in Planyo

Create Vacation

Create Vacation

Add a period of unavailability for a resource or the entire site.

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Frequently Asked Questions

How do I start an integration between Xodo Sign and Planyo Online Booking?

To start, connect both your Xodo Sign and Planyo Online Booking accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Planyo Online Booking (or vice versa).

Can we customize how data from Xodo Sign is recorded in Planyo Online Booking?

Absolutely. You can customize how Xodo Sign 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.

How often does the data sync between Xodo Sign and Planyo Online Booking?

The data sync between Xodo Sign and Planyo Online Booking typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Xodo Sign to Planyo Online Booking?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Xodo Sign and Planyo Online Booking?

Yes, you can set conditional logic to control the flow of data between Xodo Sign 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.

Xodo Sign

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.

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Planyo Online Booking

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.

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