bexio Planyo Online Booking

bexio + Planyo Online Booking Integrations

Put bexio + Planyo Online Booking to work with AI and enterprise-grade automation

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See the kind of workflows teams build with bexio and Planyo Online Booking below — describe the exact one you want above and the Agent builds it on demand.

bexio + Planyo Online Booking Sync booking event updates from Planyo Online Booking into bexio accounting.
Generate invoices automatically when appointments are booked When a client books a session in Planyo Online Booking, automatically create a draft or ready-to-send invoice in bexio to streamline your billing process. See details
Schedule follow-up consultations when invoices are paid When a payment is received in bexio, automatically create a new booking or update the customer's profile in Planyo Online Booking so their next session is prepared. See details
Sync new appointment contacts directly to your accounting records When a new customer books for the first time in Planyo Online Booking, automatically sync their record into bexio so financial history stays tied to the right profile. See details

Browse the full workflow library →

Looking to achieve something else with bexio and Planyo Online Booking?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for bexio and Planyo Online Booking

Everything bexio and Planyo Online Booking can do inside a workflow — the triggers that start one and the actions that run when it fires.

bexio Explore bexio →

bexio is a cloud business management software for automated invoicing, financial accounting, and contact management.

Triggers
New/Updated Company

Triggers when a company is added or updated.

New Sales-Invoice

Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).

New Order

Triggers when a Order is created or updated with the chosen status (line items not provided).

New/Updated Person

Triggers when a person is added or updated.

New Product

Triggers new Products.

New or Updated Project

Triggers when a project is created or transitions to a new status. Each project-status combination fires once — if a project returns to a previously-seen status, it will not trigger again.

Actions
Create Manual Entry

Creates a manual entry in accounting.

Create Company

Create a new company.

Create Person

Create a new person.

Update Person

Updates a person.

Upload File to Inbox

Uploads a file to Inbox.

Create a Sales Invoice

Create a product based sales invoice.

Planyo Online Booking Explore Planyo Online Booking →

Planyo Online Booking is a flexible reservation management system for businesses to accept online bookings for services and rentals.

Triggers
Before or After Event #1

Triggers a given number of hours/days before or after the rental begins or ends.

Before or After Event #2

Triggers a given number of hours/days before or after the rental begins or ends (#2 event defined in Notifications in the Planyo backend).

Before or After Event #3

Triggers a given number of hours/days before or after the rental begins or ends (#3 event defined in Notifications in the Planyo backend).

Before or After Event #4

Triggers a given number of hours/days before or after the rental begins or ends (#4 event defined in Notifications in the Planyo backend).

Before or After Event #5

Triggers a given number of hours/days before or after the rental begins or ends (#5 event defined in Notifications in the Planyo backend).

Before or After Event #6

Triggers a given number of hours/days before or after the rental begins or ends (#6 event defined in Notifications in the Planyo backend).

Actions
New Customer

Adds a new user (customer) to your planyo site.

Create Vacation

Adds a new vacation (period of unavailability) for given resource or entire planyo site.

Create Reservation

Enters a new reservation into the system.

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Customer Stories

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Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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GM, Payoneer Workforce Management

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FAQ

Common questions about bexio + Planyo Online Booking

Is there a pre-built bexio + Planyo Online Booking automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches bexio and Planyo Online Booking's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built bexio or Planyo Online Booking connector?

No. The Agent works whether or not bexio or Planyo Online Booking already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can an invoice be created automatically when an appointment is booked?

Yes, whenever a client schedules a paid session in Planyo Online Booking, a corresponding invoice can be generated automatically in bexio.

How do customer records stay consistent between appointment booking and accounting?

When a new customer is added in Planyo Online Booking, their client profile automatically syncs over to bexio for streamlined invoicing and record-keeping.

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