Integrate Planyo with Docupilot
Send information between Planyo and Docupilot automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Planyo and Docupilot using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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
Create folder
Creates a new folder
Create document
Creates a new document from a specified template
What is Planyo?
Planyo is a flexible online reservation and booking application for hotels, holiday apartments, and any business that accepts bookings.
Similar apps
What is Docupilot?
Docupilot is a document automation application that lets you create documents using intelligent templates and data, automate document workflows and more.
Similar apps
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
