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 Zoho Books so financial history stays tied to the right profile.

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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.

Zoho Books Explore Zoho Books →

Triggers

New invoice created

Fires when a new invoice is created in Zoho Books.

Payment received

Fires when a payment is recorded in Zoho Books.

Invoice overdue

Fires when an invoice in Zoho Books passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Zoho Books.

Actions

Create invoice

Creates a new invoice in Zoho Books.

Record payment

Records a payment against an invoice in Zoho Books.

Create expense

Creates a new expense entry in Zoho Books.

Sync customer record

Syncs a customer's billing record in Zoho Books.

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 Zoho Books to streamline your billing process. See details

Schedule follow-up consultations when invoices are paid When a payment is received in Zoho Books, automatically create a new booking or update the customer's profile in Planyo Online Booking so their next session is prepared. See details

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

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FAQ

Common questions

Can Knit build “Sync new appointment contacts directly to your accounting records” between Zoho Books and Planyo Online Booking?

Yes — describe it in the box above and Knit's Integrations Agent researches Zoho Books 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 Zoho Books.

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 Zoho Books for streamlined invoicing and record-keeping.