Create CRM contacts from new bookings

When a customer makes a new booking in Planyo Online Booking, automatically create or update their contact record in Odoo ERP Self Hosted.

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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.

Odoo ERP Self Hosted Explore Odoo ERP Self Hosted →

Triggers

New lead created

Fires when a new lead or contact is created in Odoo ERP Self Hosted.

Deal stage changed

Fires when a deal moves to a new stage in Odoo ERP Self Hosted.

Deal won

Fires when a deal is marked won in Odoo ERP Self Hosted.

Contact updated

Fires when a field on a contact changes in Odoo ERP Self Hosted.

Actions

Create or update contact

Creates or updates a contact in Odoo ERP Self Hosted.

Create deal

Creates a new deal in Odoo ERP Self Hosted.

Update deal stage

Moves a deal to a new stage in Odoo ERP Self Hosted.

Log activity

Logs a call, email, or note against a record in Odoo ERP Self Hosted.

Schedule sales calls for newly qualified leads When a deal stage changes in Odoo ERP Self Hosted, automatically create a booking in Planyo Online Booking to block off time for a demonstration. See details

Log booking cancellations directly in CRM When a booking is rescheduled or canceled in Planyo Online Booking, automatically update the deal stage or log an activity in Odoo ERP Self Hosted. See details

See all Planyo Online Booking + Odoo ERP Self Hosted integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create CRM contacts from new bookings” between Planyo Online Booking and Odoo ERP Self Hosted?

Yes — describe it in the box above and Knit's Integrations Agent researches Planyo Online Booking and Odoo ERP Self Hosted'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 do Odoo ERP Self Hosted and Planyo Online Booking keep contact information synchronized?

When a new appointment is booked in Planyo Online Booking, customer details automatically sync to create or update lead records inside Odoo ERP Self Hosted.

Can booking changes automatically update my pipeline in Odoo ERP Self Hosted?

Yes, when meetings are booked or updated in Planyo Online Booking, relevant deal stages or activity logs in Odoo ERP Self Hosted update instantly.