Add booking clients to marketing email lists

When a new booking is made in Planyo Online Booking, add or update the client as a subscriber in DirectIQ to enroll them in follow-up updates.

Try:

See all Planyo Online Booking + DirectIQ 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.

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.

DirectIQ Explore DirectIQ →

Triggers

New subscriber added

Fires when a new subscriber is added in DirectIQ.

Subscriber unsubscribed

Fires when a contact unsubscribes in DirectIQ.

Email opened or clicked

Fires when a subscriber opens or clicks a campaign in DirectIQ.

Actions

Add or update a subscriber

Creates or updates a subscriber in DirectIQ.

Unsubscribe a contact

Unsubscribes a contact in DirectIQ.

Add a subscriber to a list

Adds a subscriber to a list or segment in DirectIQ.

Send a transactional email

Sends a one-off transactional email via DirectIQ.

Send updated appointment details via email When a client reschedules or cancels a booking in Planyo Online Booking, send a transactional email through DirectIQ with revised meeting details. See details

Prepare booking records based on subscriber link clicks When a subscriber clicks a specific link in DirectIQ, update their customer record in Planyo Online Booking to prepare for an upcoming booking call. See details

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

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FAQ

Common questions

Can Knit build “Add booking clients to marketing email lists” between Planyo Online Booking and DirectIQ?

Yes — describe it in the box above and Knit's Integrations Agent researches Planyo Online Booking and DirectIQ'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.

How does linking DirectIQ and Planyo Online Booking keep email lists up to date?

When clients make or modify bookings in Planyo Online Booking, their contact details can be added or updated as subscribers in DirectIQ automatically.

Can email link clicks in DirectIQ prepare client records in Planyo Online Booking?

Yes, when subscribers open links in DirectIQ, their customer profile in Planyo Online Booking can be updated ahead of scheduled consultation calls.