Planyo, Autopilot, Infusionsoft Integrations

Autopilot
Infusionsoft
Planyo
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Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

Planyo

Watch New Reservations INSTANT

Triggers when a new reservation has been added.

Planyo

Watch Payments Received INSTANT

Triggers when a new payment has been received.

Planyo

Watch Reservations Cancelled Automatically INSTANT

Triggers when a reservation has been cancelled automatically.

Planyo

Watch Reservations Cancelled by a Customer INSTANT

Triggers when a reservation has been cancelled by a customer.

Planyo

Watch Reservations Cancelled by Admin INSTANT

Triggers when a reservation has been cancelled by admin.

Planyo

Watch Reservations Confirmed INSTANT

Triggers when a reservation has been confirmed.

Planyo

Watch Reservations Modified by Admin INSTANT

Triggers when a reservation has been modified by admin.

Planyo

Watch Reservations Updated by a Customer INSTANT

Triggers when a reservation has been updated by a customer.

Planyo

Watch Users Updated INSTANT

Triggers when a user has been updated.

Autopilot

Watch Events INSTANT

Responds to events (contact added, updated, unsubscribed, added to list, removed from list, entered segment and left segment). Will return related contact ID, contact and possibly related list ID or segment ID.

Infusionsoft

Watch a Tag

Checks if specific tag was added to any contact.

Infusionsoft

Watch Event INSTANT

Triggers when a specified event occurs.

Infusionsoft

Watch New Applied Tags

Checks if a new tag was applied to a specific contact.

Infusionsoft

Watch New Appointments

Checks if new appointment was created.

Infusionsoft

Watch New Contacts

Checks if new contact was created.

Infusionsoft

Watch New Files

Checks if new file was created.

Infusionsoft

Watch New Notes

Checks if new note was created.

Infusionsoft

Watch New Opportunities

Checks if new opportunity was created.

Infusionsoft

Watch New Orders

Checks if new order was created.

Infusionsoft

Watch New Tasks

Checks if new task was created.

Infusionsoft

Watch Sent Emails

Checks if new email was sent.

Actions

Planyo

Add a User

Adds a new user(customer) associated with your Planyo site.

Planyo

Add a Vacation

Adds a new one-time vacation for given resource or entire Planyo site.

Planyo

Delete a Reservation

Permanently removes a reservation.

Planyo

Get a Reservation

Gets a reservation.

Planyo

Get a User

Gets user data.

Planyo

Make an API Call

Performs an arbitrary authorized API call.

Planyo

Make a Reservation

Enters a new reservation into the system.

Planyo

Remove a User

Removes a user.

Planyo

Remove a Vacation

Removes a specified vacation.

Planyo

Update a Reservation

Updates a reservation.

Planyo

Update a User

Modifies an existing user's data.

Autopilot

Add Contact to Journey

Add contacts to journeys.

Autopilot

Add Contact to List

Adds a contact to a list.

Autopilot

Add List

Add a new list.

Autopilot

Create Contact

Allows you to create or update a contact.

Autopilot

Delete Contact

Removes the contact from your database.

Autopilot

Delete Contact Activity Feed

Deletes the activity feed of a contact.

Autopilot

Get Contact

Retrieves the given contact record given the contact ID or email.

Autopilot

Get Email

Retrieves an email campaign's data based on an ID received in the Autopilot Activity Stream.

Autopilot

Check if Contact on List

Checks if a contact belongs to a particular list.

Autopilot

Make an API Call

Performs an arbitrary authorized API call.

Autopilot

Remove Contact from List

Removes a contact from a list.

Autopilot

Unsubscribe Contact

Unsubscribes the contact from receiving emails from your Autopilot Journeys.

Autopilot

Update Contact

Updates the details of a contact. This method will return the contact's ID number.

Infusionsoft

Apply Tags

Applies a list of tags to a given contact record.

Infusionsoft

Apply Tag to Contacts

Applies a tag to a list of contacts.

Infusionsoft

Create a Contact

Creates a new contact in your contact list.

Infusionsoft

Create a Task

Creates a new task.

Infusionsoft

Create or Update a Contact

Creates a new contact or updates a contact in your contact list.

Infusionsoft

Create Tag

Creates a new tag.

Infusionsoft

Create Tag Category

Creates a new tag category.

Infusionsoft

Delete an Appointment

Deletes the specified appointment.

Infusionsoft

Delete Contact

Deletes the specified contact.

Infusionsoft

Delete File

Deletes the specified file.

Infusionsoft

Delete Note

Deletes a note.

Infusionsoft

Delete Task

Permanently deletes a specified task.

Infusionsoft

Make an API Call

Performs an arbitrary authorized API call.

Infusionsoft

Remove Applied Tags

Removes a list of tags from the given contact.

Infusionsoft

Remove Tag from Contacts

Removes a tag from a list of contacts.

Infusionsoft

Replace a File

Uploads a file to replace an existing one.

Infusionsoft

Retrieve a Contact

Retrieves a single contact.

Infusionsoft

Retrieve a File

Retrieves metadata about a specific file.

Infusionsoft

Retrieve an Appointment

Retrieves a specific appointment belonging to you.

Infusionsoft

Retrieve an Opportunity

Retrieves a single opportunity.

Infusionsoft

Retrieve an Order

Retrieves a single order.

Infusionsoft

Retrieve a Note

Retrieves a single note.

Infusionsoft

Retrieve a Tag

Retrieves a single tag.

Infusionsoft

Retrieve a Task

Retrieves a single task.

Infusionsoft

Retrieve Product

Retrieves a single product from your Infusionsoft account.

Infusionsoft

Retrieve Transaction

Retrieves a single transaction.

Infusionsoft

Update a Contact

Updates a contact with only the values provided in the request.

Infusionsoft

Update Task

Updates a task with only the values provided in the request.

Infusionsoft

Upload a File

Uploads a File.

Searches

Planyo

List Reservations

Lists all reservations that either start within given time period or that were entered into the system within given time period.

Planyo

List Users

Lists users.

Planyo

List Vacations

Lists all vacations within specified time range.

Autopilot

List all Contacts

Returns a list of your contacts.

Autopilot

List all Lists

Returns a list of all available lists.

Autopilot

List Contacts on List

Returns a list of all of the contacts which are on this list.

Autopilot

List Contacts on Smart Segment

Returns a list of all of the contacts which are on this smart segment.

Autopilot

List Journeys with API Triggers

Returns a list of API Triggers along with the journey name to help you identify the correct one.

Autopilot

List Smart Segments

Returns a list of all available smart segments.

Infusionsoft

List All Emails Sent

Retrieves a list of emails that have been sent.

Infusionsoft

List Applied Tags

Retrieves a list of tags applied to a given contact.

Infusionsoft

List Appointments

Retrieves all your appointments.

Infusionsoft

List Campaigns

Retrieves all your campaigns.

Infusionsoft

List Contacts

Retrieves all your contacts optionally filtered by email, first name and last name.

Infusionsoft

List Custom Fields of Contacts

Retrieves a list of custom fields for contacts.

Infusionsoft

List Emails sent to Contact

Retrieves a list of emails that have been sent to a contact.

Infusionsoft

List Files

Retrieves a list of all files.

Infusionsoft

List Notes

Retrieves a list of all notes.

Infusionsoft

List Opportunities

Retrieves a list of all opportunities.

Infusionsoft

List Orders

Retrieves a list of all orders using the specified search criteria.

Infusionsoft

List Products

Retrieves a list of all products.

Infusionsoft

List Tagged Contacts

Retrieves a list of contacts that have the given tag applied.

Infusionsoft

List Tags

Retrieve a list of tags defined in the application.

Infusionsoft

List Tasks

Retrieves a list of all tasks using the specified search criteria

Infusionsoft

List Transactions

Retrieves a list transactions for a given contact.

Infusionsoft

Retrieve Commissions

Retrieves a list of commissions based on affiliate or date range.

Infusionsoft

Retrieve Order Transactions

Retrieves a list of all transactions on a given order using the specified search criteria.