Integrate Holded with Planyo
Send information between Holded and Planyo automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Holded and Planyo using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Service created
Triggers when a new service is created
Payment created
Triggers when a new payment is created
Contact created
Triggers when a new contact is created
Sales channel created
Triggers when a new sales channel is created
Project created
Triggers when a new project is created
Sales invoice created
Triggers when a new sales invoice is created
Warehouse created
Triggers when a new warehouse is created
Product created
Triggers when a new product is created
Contact group created
Triggers when a new contact group is created
Employee created
Triggers when a new employee is created
Task created
Triggers when a new task is created
Reservation cancelled by customer
Triggers when a reservation is cancelled by the customer
Reservation confirmed
Triggers when a reservation is confirmed
Customer created or updated
Triggers when a new customer is added or if the details of an existing customer are updated
Reservation updated by customer
Triggers when the details of an existing reservation are modified by the customer
Reservation made
Triggers when a new reservation is made
Customer checked out
Triggers when a customer has checked out
Reservation modified by admin
Triggers when the details of an existing reservation are modified by an admin
Reservation canceled by an admin
Triggers when a reservation is canceled by an admin
Reservation automatically canceled
Triggers when a reservation is automatically canceled according to the cancellation rules set for the resource
Customer checked in
Triggers when the customer has checked in for a reservation
All Actions - Actions are the automated tasks
Create contact group
Creates a new contact group
Create sales channel
Creates a new sales channel
Create service
Creates a new service
Create project
Creates a new project
Create payment
Creates a new payment
Create employee
Creates a new employee
Create document
Creates a new document
Create warehouse
Creates a new warehouse
Create contact
Creates a new contact
Create task
Creates a new task
Create product
Creates a new product
Update document
Updates the details of an existing document
Update project
Updates the details of an existing project
Update sales channel
Updates the details of an existing sales channel
Update warehouse
Updates the details of an existing warehouse
Update employee
Updates the details of an existing employee
Update contact group
Updates the details of an existing contact group
Update service
Updates the details of an existing service
Update contact
Updates the details of an existing contact
Fetch task
Fetches the details of an existing task using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch document
Fetches the details of an existing document using ID
Fetch warehouse
Fetches the details of an existing warehouse using ID
Fetch sales channel
Fetches the details of an existing sales channel using ID
Fetch project
Fetches the details of an existing project using ID
Fetch contact group
Fetches the details of an existing contact group using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch payment
Fetches the details of an existing payment using ID
Fetch service
Fetches the details of an existing service using ID
Fetch product
Fetches the details of an existing product using ID
Add vacation
Adds a new vacation (period of unavailability) for the specified resource or your entire Planyo site
Add user
Adds a new user (customer) to your Planyo site
Create reservation
Creates a new reservation
What is Holded?
Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, and more.
Similar apps
What is Planyo?
Planyo is a flexible online reservation and booking application for hotels, holiday apartments, and any business that accepts bookings.
Similar apps
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