Integrate Holded with Planyo

Send information between Holded and Planyo automatically, without writing any code, using Zoho Flow.

Build your own integrations between Holded and Planyo

Connect Holded and Planyo with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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.

CRM

What is Planyo?

Planyo is a flexible online reservation and booking application for hotels, holiday apartments, and any business that accepts bookings.

Real Estate

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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