Connect Zoho Invoice and Planyo Online Booking
Integrate Zoho Invoice with Planyo Online Booking to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Invoice in Zoho-invoice when Customer Is Updated in Planyo Online Booking
Create Contact in Zoho Invoice when Customer Is Updated in Planyo Online Booking
Create Item in Zoho Invoice when Customer Is Updated in Planyo Online Booking
Create Estimate in Zoho Invoice when Customer Is Updated in Planyo Online Booking
Create Contact Person in Zoho-invoice when Customer Is Updated in Planyo Online Booking
Popular Zoho Invoice + Planyo Online Booking flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho Invoice
When this happens...
- Request a new Trigger for Zoho Invoice
Choose an action
Planyo Online Booking
Automatically do this!
Create Customer
Create Reservation
Create Vacation
Create Invoice in Zoho-invoice when Customer Is Updated in Planyo Online Booking
Use this flowCreate Contact in Zoho Invoice when Customer Is Updated in Planyo Online Booking
Use this flowCreate Item in Zoho Invoice when Customer Is Updated in Planyo Online Booking
Use this flowCreate Estimate in Zoho Invoice when Customer Is Updated in Planyo Online Booking
Use this flowCreate Contact Person in Zoho-invoice when Customer Is Updated in Planyo Online Booking
Use this flowFind Contact in Zoho Invoice when Customer Is Updated in Planyo Online Booking
Use this flowRecord Payment in Zoho Invoice when Customer Is Updated in Planyo Online Booking
Use this flowFind Invoice in Zoho-invoice when Customer Is Updated in Planyo Online Booking
Use this flowUpdate Contact in Zoho-invoice when Customer Is Updated in Planyo Online Booking
Use this flowFind contact in Zoho-invoice when Customer Is Updated in Planyo Online Booking
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Invoice and Planyo Online Booking.
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 Zoho Invoice integrations.
Create Invoice
Creates a New Invoice.
Create Contact
Add a new contact in Zoho Invoice with optional company, billing/shipping addresses, contact persons, payment terms, currency, and tax details.
Create Item
Add a new product or service to Zoho Invoice with name, rate, SKU, tax settings and optional details.
Create Estimate
Creates a new estimate.
Create Contact Person
Create a new contact person.
Find Contact
Get a specific contact by contact id.
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 Zoho Invoice
Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho Invoice and Planyo Online Booking 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 Zoho Invoice and Planyo Online Booking 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 Planyo Online Booking. No coding required.
Yes. You can set up a workflow where Zoho Invoice triggers actions in Planyo Online Booking, and a separate workflow where Planyo Online Booking triggers actions in Zoho Invoice. 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 Zoho Invoice and Planyo Online Booking. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Invoice and Planyo Online Booking integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
