Integrate Planyo with Bigin by Zoho CRM
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Supported triggers and actions
Integrate Planyo and Bigin by Zoho CRM 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
Contact created
Triggers when a new contact is created
User added
Triggers when a new user is added
Event created
Triggers when a new event is created
Pipeline record stage updated
Triggers when the details of a pipeline record stage is updated
Task updated
Triggers when any detail of an existing task is updated
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Call updated
Triggers when any detail of an existing call is updated
Product updated
Triggers when any detail of an existing product is updated
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Product created
Triggers when a new product is created
Company updated
Triggers when any detail of an existing company is updated
Pipeline record created
Triggers when a new pipeline record is created
Company created
Triggers when a new company is created
Task created
Triggers when a new task is created
Call created
Triggers when a new call is created
Contact created or updated
Triggers when a new contact is created or updated
Event updated
Triggers when any detail of an existing event is updated
Contact updated
Triggers when any detail of an existing contact is updated
Note added
Triggers when a new note is added
All Actions - Actions are the automated tasks
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
Create or update contact
Creates a new contact or updates the details of an existing contact
Create task
Creates a new task
Create tag
Creates a new tag in the selected module
Remove tag from record
Removes an existing tag from the specified record
Send email
Sends an email to the specified contact
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Create or update product
Creates a new product or updates the details of an existing product
Create call
Creates a new call
Create or update company
Creates a new company or updates the details of the company if it already exists
Add tag to record
Adds a tag to the specified record
Create user
Creates a new user
Add note
Adds a note to the selected module
Create event
Creates a new event
Update call
Updates the details of an existing call
Add product to pipeline record
Adds a product to the selected pipeline record
Update product
Updates the details of an existing product
Update pipeline record
Updates the details of an existing pipeline record
Update user
Updates the existing user
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update event
Updates the details of an existing event
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch task
Fetches the details of an existing task by name or ID
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch user
Fetches the details of an existing user by email address or ID
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch event
Fetches the details of an existing event by title or ID
Fetch company
Fetches the details of an existing company by name or ID
What is Planyo?
Planyo is a flexible online reservation and booking application for hotels, holiday apartments, and any business that accepts bookings.
What is Bigin by Zoho CRM?
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