Planyo Online Booking + Clio Integration

Connect Planyo Online Booking to Clio - Automate your workflows in 1-click

Leverage Planyo Online Booking automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Make use of Clio automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Planyo Online Booking + Clio integration.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Planyo Online Booking + Clio Integration

Just click on the workflow you want to automate

Update Clio contact from new Planyo Online Booking event

Planyo Online Booking + Clio Integration

Activate

1of1

Create Your Own Planyo Online Booking & Clio Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Reservation is created in Planyo Online Booking Instant
Reservation is confirmed in Planyo Online Booking Instant
Reservation is cancelled by admin in Planyo Online Booking Instant
Reservation is modified by admin in Planyo Online Booking Instant
Vacation is created or updated in Planyo Online Booking Instant
Reservation is deleted in Planyo Online Booking Instant
Contact is created in Clio Instant
Task is created in Clio Instant
Matter is created in Clio Instant
Communication is created in Clio Instant
Bill state is updated in Clio Instant
Task status has updated in Clio Instant
Calendar entry is created in Clio Instant
Matter status has updated in Clio Instant
Matter note is created in Clio
Activity is created in Clio Instant
New bill is created in Clio Instant
Document is created in Clio

Create reservation in Planyo Online Booking
Create User in Planyo Online Booking
Create vacation in Planyo Online Booking
Create person contact in Clio
Update person contact in Clio
Search person contact in Clio
Search contact by custom field in Clio
Create time entry (Activity) in Clio
Update matter in Clio
Create matter in Clio
Create matter note in Clio
Create matter folder in Clio
Create calendar entry in Clio
Search matter in Clio
Create expense entry (Activity) in Clio
Search matter by custom field in Clio
Create company contact in Clio
Update company contact in Clio
Search company contact in Clio
Search user in Clio
Search bill in Clio

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Planyo Online Booking & Clio In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Planyo Online Booking or Clio With 1200+ Other Apps

Streamline bookings for any business with Planyo Online Booking. It helps you manage appointments, rentals, events, etc. Its website integrations, flexible pricing, & support for 30+ languages help you save time, and deliver exceptional customer service.

See Planyo Online Booking Integrations

Clio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.

See Clio Integrations