Integrate Planyo with Pipedrive
Send information between Planyo and Pipedrive automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Planyo and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer checked in
Triggers when the customer has checked in for a reservation
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 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
Reservation cancelled by customer
Triggers when a reservation is cancelled by the customer
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 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
Contact person created
Triggers when a new contact person is created
Deal updated
Triggers when any detail of an existing deal is updated
Organization created
Triggers when a new organization is created
Organization updated
Triggers when any detail of an existing organization is updated
Pipeline stage created
Triggers when a new pipeline stage is created
Project created
Triggers when a new project is created
Deal created
Triggers when a new deal is created
Project updated
Triggers when any detail of an existing project is updated
Note updated
Triggers when an existing note is updated
Product updated
Triggers when any detail of an existing product is updated
Pipeline created
Triggers when a new pipeline is created
Note created
Triggers when a new note is added
Lead created
Triggers when a new lead is created
Lead updated
Triggers when any detail of an existing lead is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Activity updated
Triggers when any detail of an existing activity is updated
Product created
Triggers when a new product is created
Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
Add user
Adds a new user (customer) to your Planyo site
Create reservation
Creates a new reservation
Add vacation
Adds a new vacation (period of unavailability) for the specified resource or your entire Planyo site
Create deal
Creates a new deal
Create lead
Creates a new lead
Create contact person
Creates a new contact person
Add products to a deal
Adds multiple products to a deal
Create product
Creates a new product
Create organization
Creates a new organization
Create project
Creates a new project
Create activity
Creates a new activity
Create note
Creates a new note for the selected lead, deal, person, or organization
Update project
Updates the details of an existing project
Update activity
Updates the details of an existing activity
Update organization
Updates the details of an existing organization
Update lead
Updates the details of an existing lead
Update deal
Updates the details of an existing deal
Update product
Updates the details of an existing product
Update contact person
Updates the details of an existing contact person
Fetch deal
Fetches the details of an existing deal
Fetch product
Fetches the details of an existing product
Fetch field options
Fetches the specific field options by using its ID or name
Fetch lead
Fetches the details of an existing lead
Fetch organization
Fetches the details of an existing organization
Fetch project
Fetches the details of an existing project
Fetch contact person
Fetches the details of an existing contact person
Fetch activity
Fetches the details of an existing user activity
Fetch user
Fetches the details of an existing user
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 Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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