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.

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See all bexio + Planyo Online Booking integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

bexio Explore bexio →

Triggers

New invoice created

Fires when a new invoice is created in bexio.

Payment received

Fires when a payment is recorded in bexio.

Invoice overdue

Fires when an invoice in bexio passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in bexio.

Actions

Create invoice

Creates a new invoice in bexio.

Record payment

Records a payment against an invoice in bexio.

Create expense

Creates a new expense entry in bexio.

Sync customer record

Syncs a customer's billing record in bexio.

Planyo Online Booking Explore Planyo Online Booking →

Triggers

New booking made

Fires when a new booking or appointment is made in Planyo Online Booking.

Booking rescheduled or canceled

Fires when a booking in Planyo Online Booking is changed or canceled.

New customer

Fires when a new customer books for the first time in Planyo Online Booking.

Actions

Create a booking

Creates a new booking or appointment in Planyo Online Booking.

Cancel or reschedule a booking

Cancels or moves a booking in Planyo Online Booking.

Create or update a customer

Creates or updates a customer record in Planyo Online Booking.

Add the booking to a calendar

Adds a booking from Planyo Online Booking to a connected calendar.

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

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

See all bexio + Planyo Online Booking integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Schedule follow-up consultations when invoices are paid” between bexio and Planyo Online Booking?

Yes — describe it in the box above and Knit's Integrations Agent researches bexio and Planyo Online Booking's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to 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.