Integrate Customerly with Planyo
Send information between Customerly and Planyo automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Customerly and Planyo using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer created or updated
Triggers when a new customer is added or if the details of an existing customer are updated
Customer checked in
Triggers when the customer has checked in for a reservation
Reservation confirmed
Triggers when a reservation is confirmed
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
Reservation canceled by an admin
Triggers when a reservation is canceled by an admin
Reservation modified by admin
Triggers when the details of an existing reservation are modified by an admin
Customer checked out
Triggers when a customer has checked out
Reservation made
Triggers when a new reservation is made
Reservation updated by customer
Triggers when the details of an existing reservation are modified by the customer
All Actions - Actions are the automated tasks
Create or update lead
Creates or updates a lead
Send message
Sends a message to the specified email address
Create or update user
Creates or updates a user
Fetch user
Fetches the details of an existing user by email address
Fetch lead
Fetches the details of an existing lead by email address
Create reservation
Creates a new reservation
Add user
Adds a new user (customer) to your Planyo site
Add vacation
Adds a new vacation (period of unavailability) for the specified resource or your entire Planyo site
What is Customerly?
Customerly is live chat software that lets you create templated emails, set up marketing sales funnels, and add qualifying automated questions before conversations.
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
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.
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Toto
Technical Engineer, Master Liveaboards
