Planyo, Autopilot, Wealthbox Integrations

Autopilot
Planyo
Wealthbox
Try Integromat for FREE
No credit card. You'll love it.

What is Integromat?

GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

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.

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.

Wealthbox

Add a Member to a Household

Adds a member to the household.

Wealthbox

Complete a Workflow Step

Completes a workflow step.

Wealthbox

Create a Contact

Creates a new contact.

Wealthbox

Create an Event

Creates a new event.

Wealthbox

Create an Opportunity

Creates a new opportunity.

Wealthbox

Create a Note

Creates a new note.

Wealthbox

Create a Project

Creates a new project.

Wealthbox

Create a Task

Creates a new task.

Wealthbox

Create a Workflow

Creates a new workflow.

Wealthbox

Delete a Contact

Deletes a specific contact using its unique identifier.

Wealthbox

Delete a Member From a Household

Removes a member from a household.

Wealthbox

Delete an Event

Deletes an existing event from your account (workspace).

Wealthbox

Delete an Opportunity

Deletes an existing opportunity from your account (workspace).

Wealthbox

Delete a Project

Deletes an existing project from your account (workspace).

Wealthbox

Delete a Task

Deletes an existing task from your account (workspace).

Wealthbox

Get a Contact

Retrieves a specific contact using its unique identifier.

Wealthbox

Get an Event

Retrieves a specific event using its unique identifier.

Wealthbox

Get an Opportunity

Retrieves a specific opportunity using its unique identifier.

Wealthbox

Get a Note

Retrieves a specific note using its unique identifier. 

Wealthbox

Get a Project

Retrieves a specific project using its unique identifier.

Wealthbox

Get a Task

Retrieves a specific task using its unique identifier.

Wealthbox

Get a Workflow

Retrieves a specific workflow using its unique identifier.

Wealthbox

Make an API Call

Performs an arbitrary authorized API call.

Wealthbox

Revert a Workflow Step

Reverts a workflow step.

Wealthbox

Update a Contact

Updates a specific contact using its unique identifier.

Wealthbox

Update an Event

Updates an existing event with new properties.

Wealthbox

Update an Opportunity

Updates an existing opportunity with new properties.

Wealthbox

Update a Note

Updates an existing note with new properties.

Wealthbox

Update a Project

Updates an existing project with new properties.

Wealthbox

Update a Task

Updates an existing task with new properties.

Wealthbox

Update a Workflow

Updates an existing workflow with new properties.

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.

Wealthbox

List Custom Fields

Fetches every custom field in the authenticated user’s account (workspace).

Wealthbox

List Members of a Customizable Category

Fetches every instance of the specified category name which are owned by the account (workspace) of the user authenticated with the API.

Wealthbox

List Projects

Fetches all of the projects that are accessible by the user.

Wealthbox

List Workflow Templates

Fetches all of the workflow templates that are accessible by the user.

Wealthbox

Search Comments

Searches for comments or fetches all of the comments that are accessible by the user.

Wealthbox

Search Contacts

Searches for contacts or retrieves them all.

Wealthbox

Search Events

Searches for events or fetches all of the events that are accessible by the user.

Wealthbox

Search Notes

Searches for notes or fetches all of the notes that are accessible by the user.

Wealthbox

Search Opportunities

Searches for opportunities or fetches all of the opportunities that are accessible by the user.

Wealthbox

Search Tasks

Searches for tasks or fetches all of the tasks that are accessible by the user.

Wealthbox

Search Workflows

Searches for workflows or fetches all of the workflows that are accessible by the user.