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Freshworks CRM and Planyo Online Booking connection
Save yourself the work of writing custom integrations for Freshworks CRM and Planyo Online Booking and use n8n instead. Build adaptable and scalable Marketing, Sales, workflows that work with your technology stack. All within a building experience you will love.
Ways to connect Freshworks CRM and Planyo Online Booking
Create a new workflow and add the first step
In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.
Create your own Freshworks CRM and Planyo Online Booking connection
Create custom Freshworks CRM + Planyo Online Booking automations by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.
Freshworks CRM supported actions
Create
Create an account
Delete
Delete an account
Get
Retrieve an account
Get Many
Retrieve many accounts
Update
Update an account
Create
Create an appointment
Delete
Delete an appointment
Get
Retrieve an appointment
Get Many
Retrieve many appointments
Update
Update an appointment
Create
Create a contact
Delete
Delete a contact
Get
Retrieve a contact
Get Many
Retrieve many contacts
Update
Update a contact
Create
Create a deal
Delete
Delete a deal
Get
Retrieve a deal
Get Many
Retrieve many deals
Update
Update a deal
Create
Create a note
Delete
Delete a note
Update
Update a note
Get
Retrieve a sales activity
Get Many
Retrieve many sales activities
Query
Search for records by entering search queries of your choice
Lookup
Search for the name or email address of records
Create
Create a task
Delete
Delete a task
Get
Retrieve a task
Get Many
Retrieve many tasks
Update
Update a task
Supported API Endpoints for Planyo Online Booking
POST
Add reservation payment
Adds a payment for a reservation without the need for customer credit card numbers.
/rest/?method=add_reservation_payment
GET
Check reservation possibility
Returns true if reservation can be made or false if it's not possible.
/rest/?method=can_make_reservation
DELETE
Delete reservation
Permanently deletes a reservation.
?topic=delete_reservation
POST
Perform reservation action
Call to perform an administrative action (such as confirmation or cancellation) on a reservation.
?topic=do_reservation_action
GET
Get promotable reservations
Lists all waiting list requests which can be promoted to a valid reservation.
?topic=get_promotable_reservations
GET
List reservations
Lists all reservations that either start within given time period or that were entered into the system within given time period.
?topic=list_reservations
POST
Make reservation
Enters a new reservation into the system.
?topic=make_reservation
PUT
Modify reservation
Make modifications to an existing reservation.
?topic=modify_reservation
GET
List reservation payments
List payments made for a reservation, including coupon usage.
?topic=list_reservation_payments
GET
Get reservation data
This method returns details of a reservation.
?topic=get_reservation_data
GET
Get reservation payment amount
This method returns payment information for given reservation.
?topic=get_reservation_payment_amount
GET
Search reservations by form item
Finds all reservations whose form item has the specified value.
?topic=search_reservations_by_form_item
POST
Set reservation notes
Set new user and/or admin notes for a reservation.
?topic=set_reservation_notes
POST
Set reservation price
Set a custom price for a reservation.
?topic=set_reservation_price
POST
Add reservation payment
Adds a payment for a reservation.
/api/add_reservation_payment
POST
Check reservation possibility
Returns true if reservation can be made or false if it's not possible.
/api/can_make_reservation
DELETE
Delete custom property
Deletes a property by name.
?topic=delete_custom_property
GET
Get custom property
Returns value of a property.
?topic=get_custom_property
GET
Get rental price
Returns the price of a rental for given resource and start/end times.
?topic=get_rental_price
GET
List payments
List payments made for your reservations.
?topic=list_payments
POST
Add vacation
Adds a new one-time vacation for given resource or entire Planyo site.
?topic=add_vacation
GET
List vacations
Lists all vacations within specified time range.
?topic=list_vacations
DELETE
Remove vacation
Removes an existing vacation.
?topic=remove_vacation
POST
Add recurring vacation
Adds a new recurring vacation for given resource or entire Planyo site.
?topic=add_recurring_vacation
GET
Get resource usage
This function will return usage/availability information of given resource (or entire site) for specified period of time.
?topic=get_resource_usage
GET
Get resource usage for month
This function will return usage/availability information of given resource (or entire site) for an entire month.
?topic=get_resource_usage_for_month
POST
Set resource availability
Use this function to set availability in bulk.
?topic=set_resource_availability
GET
Get weekly schedule
Use this function to get a listing of all weekly vacations of a resource.
?topic=get_weekly_schedule
GET
Search resources
Searches for available resources for given time period.
?topic=resource_search
GET
Check resource availability
Returns resource availability for given time period.
?topic=is_resource_available
POST
Add resource
Use this function to add a new resource to your Planyo site.
?topic=add_resource
POST
Add resource image
This function lets you add an image to a resource.
?topic=add_resource_image
GET
Get resource info
Returns information for given resource, including photos and resource-specific properties defined in the admin panel.
?topic=get_resource_info
GET
Get resource pricing
Returns complete pricing information for all resources of a site.
?topic=get_resource_pricing
GET
Get simplified daily pricing
Use this function for day-based resources to get daily pricing for a range of dates.
?topic=get_simplified_daily_pricing
GET
Get simplified daily restrictions
Use this function to get daily restrictions for a range of dates.
?topic=get_simplified_daily_restrictions
GET
List resources
Returns resources defined in a Planyo site or meta site along with additional information and photos.
?topic=list_resources
POST
Modify resource
Use this function to make modifications to an existing resource.
?topic=modify_resource
DELETE
Remove resource
Removes an existing resource and all existing reservations for the resource will also be removed.
?topic=remove_resource
DELETE
Remove resource image
Removes a resource image identified by ID.
?topic=remove_resource_image
POST
Set custom properties
Sets new values for multiple properties of the type specified in the _type_ parameter.
?topic=set_custom_properties
POST
Set custom property
Sets a new value for the property.
?topic=set_custom_property
POST
Set package contents
Use this function to make a resource into a package and set package type and contents.
?topic=set_package_contents
POST
Set resource admin
Use this function to set a new resource administrator.
?topic=set_resource_admin
POST
Set resource pricing
This function sets the pricing for given resource.
?topic=set_resource_pricing
GET
List resources
Returns resources defined in a Planyo site or meta site along with additional information and photos.
/api/list_resources
GET
Get event times
Lists all event times of an event-type resource.
?topic=get_event_times
POST
Set event times
Sets new times for an event-type resource.
?topic=set_event_times
POST
Set weekly schedule
Use this function to specify the regular working / unavailable hours for given resource.
?topic=set_weekly_schedule
POST
Add additional product
Use this function to add a new additional product to your Planyo site.
?topic=add_additional_product
GET
List additional products
Returns additional products defined in a Planyo site.
?topic=list_additional_products
PUT
Modify additional product
Use this function to make modifications to an existing additional product.
?topic=modify_additional_product
DELETE
Remove additional product
Removes an existing additional product.
?topic=remove_additional_product
POST
Add custom product
Use this function to add a new custom product to a reservation.
?topic=add_custom_product
DELETE
Remove custom product
Removes an existing custom product.
?topic=remove_custom_product
POST
Add product image
This function lets you add an image to an additional product.
?topic=add_product_image
DELETE
Remove product image
Removes an additional product image identified by ID.
?topic=remove_product_image
GET
Get reservation products
This method returns detailed information about the additional products reserved for given reservation ID.
?topic=get_reservation_products
POST
Set product usage for reservation
Use this function to add or remove additional products for given reservation ID.
?topic=set_product_usage_for_reservation
POST
Set reservation products
Use this function to set/reset the usage of all the additional products for given reservation.
?topic=set_reservation_products
POST
Add custom property definition
Adds a new custom property definition to your site or metasite.
?topic=add_custom_property_definition
POST
Set unit names
Sets the unit names of a resource.
?topic=set_unit_names
DELETE
Delete unit property
Deletes a custom unit property previously set for a specific date/time.
?topic=delete_unit_property
GET
Get unit property
Returns value of a custom unit property.
?topic=get_unit_property
POST
Set unit property
Sets a custom unit property.
?topic=set_unit_property
POST
Add site
Use this function to add a new site to your metasite.
?topic=add_site
POST
Add site image
This function lets you add an image to your site.
?topic=add_site_image
POST
Add URL to admin favorites
Adds an easily-accessible favorite page to the backend of all the moderators and admins.
?topic=add_url_to_admin_favorites
GET
Get form items
Returns reservation form items for given resource.
?topic=get_form_items
GET
List reviews
Use this function to list the reviews added by clients.
?topic=list_reviews
POST
Set payment gateway
Sets the payment gateway to be used with a given site.
?topic=set_payment_gateway
DELETE
Remove season
Removes a season identified by ID for a single resource or the site.
?topic=remove_resource_season
POST
Add user
Inserts a new user associated with your Planyo site.
?topic=add_user
GET
List site moderators
Returns all moderators of a Planyo site.
?topic=list_site_moderators
POST
Modify user
Use this function to modify an existing user's data.
?topic=modify_user
DELETE
Remove user
Deletes an existing user.
?topic=remove_user
GET
Search users by custom property
Finds all users whose custom user property has the specified value.
?topic=search_users_by_custom_property
POST
Create cart
Use this function to create a new shopping cart.
?topic=create_cart
DELETE
Delete cart
Use this function to delete a shopping cart.
?topic=delete_cart
GET
Get cart items
Lists all reservations included in a shopping cart.
?topic=get_cart_items
GET
List carts
Lists shopping carts for a site or metasite.
?topic=list_carts
POST
Add coupon type
Adds a new coupon type.
?topic=add_coupon_type
POST
Apply coupon
Use this function to apply a coupon to an existing reservation.
?topic=apply_coupon
POST
Generate coupon
Use this function to add a new coupon to your site.
?topic=generate_coupon
GET
List coupon payments
Lists coupon payments made for all reservations.
?topic=list_coupon_payments
GET
List coupons
Lists the purchased coupons.
?topic=list_coupons
GET
List coupon types
Lists coupons (coupon definitions) that can be purchased for your site.
?topic=list_coupon_types
PUT
Modify coupon
Makes modifications to an existing coupon.
?topic=modify_coupon
DELETE
Remove coupon type
Removes a coupon type.
?topic=remove_coupon_type
POST
Create voucher
Use this function to create a new voucher.
?topic=create_voucher
GET
List vouchers
Lists vouchers with the ability to filter results.
?topic=list_vouchers
PUT
Modify voucher
Use this function to modify an existing voucher identified by voucher_id.
?topic=modify_voucher
POST
Add notification callback
Adds a webhook for a specified event.
?topic=add_notification_callback
POST
Generate invoice
Generates a new invoice if one hasn't already been created for given reservation.
?topic=generate_invoice
GET
Get invoice items
Returns all products included with the reservation.
?topic=get_invoice_items
GET
List invoices
Lists invoices for given reservation or generated in a given period.
?topic=list_invoices
GET
List translations
Lists user-defined translations for a given metasite, site or resource.
?topic=list_translations
GET
Get event times
Lists all event times of an event-type resource.
/api/get_event_times
To set up Planyo Online Booking integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to Planyo Online Booking to query the data you need using the API endpoint URLs you provide.
See the example hereThese API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planyo Online Booking official documentation to get a full list of all API endpoints and verify the scraped ones!
Freshworks CRM and Planyo Online Booking connection details
Other integrations with Freshworks CRM
FAQs
FAQ
Can Freshworks CRM work together with Planyo Online Booking in n8n Lab?
Can I use Freshworks CRM’s API with n8n Lab?
Can I use Planyo Online Booking’s API with n8n Lab?
Is n8n Lab a secure option for connecting Freshworks CRM with Planyo Online Booking?
How do I start building Freshworks CRM + Planyo Online Booking automation in n8n Lab?
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Why use n8n to connect Freshworks CRM with Planyo Online Booking
Build complex workflows, really fast
