Planyo

The Planyo modules allow you to watch, create, list, retrieve, and delete the users, vacations, reservations, and payments in your Planyo account.

Getting Started with Planyo

Prerequisites

A Planyo account

In order to use Planyo with Make, it is necessary to have a Planyo account. If you do not have one, you can create a Planyo account at planyo.com/login/signup.php.

Connecting Planyo to Make

To connect your Planyo account to Make you need to obtain the API Key from your Planyo account and insert it in the Create a connection dialog in the Make module.

1. Go to the Planyo API website and log in to your account.

2. Enter the details for the API, select the permissions, accept the agreement, and click Generate Now.

3. Copy the API Key to your clipboard.

4. Go to Make and open the Planyo module's Create a connection dialog.

5. In the Connection name field, enter a name for the connection.

6. In the API Key field, enter the API key details copied in step 3, select the preferred language, and click Continue.

The connection has been established.

Users

Add a User

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

Connection	Establish a connection to your Planyo account.
Email	Enter the email address of the user.
First Name	Enter the user's first name.
Last Name	Enter the user's last name.
User Login	Enter the user login details.
User Password	Enter the user's password.
Country	Enter the user's country name.
Address	Enter the user's address details.
City	Enter the user's city name.
Zip	Enter the user's area zip code.
State	Enter the user's state name.
Phone	Enter the user's phone number without a country code.
Phone Country Code	Enter the user's applicable country code.
Mobile Phone	Enter the user's mobile phone number.
Mobile Phone Country Code	Enter the user's applicable country code.
User Language	Select the user's preferred language.
Custom Property Name	Add the custom properties for the user. For example, `company`.
Custom Property Value	Add the property value. For example, `company name`.
Admin User ID	Enter the admin's user ID who added this new user.This should be used only in case it's a resource admin who should be able to access the new user's personal information.

List Users

Lists Users.

Connection	Establish a connection to your Planyo account.
Created by Admin	Select whether the user you want to search was created by the admin.
Detail Level	Select the details to include in the results: User Information Custom User Properties
Filter Name	Enter the customer property name to list only the users with the specified name.
Filter Value	Enter the customer property value to list only the users with the specified name.
First Name	Enter the user's first name to list only the users with the specified first name.
Last Name	Enter the user's last name to list only the users with the specified last name.
Email	Enter the email address of the user to list only the users with the specified email address.
Country	Enter the user's country name you want to list.
Address	Enter the user's address you want to list.
City	Enter the user's city name you want to list.
Zip	Enter the user's zip code you want to list.
Phone	Enter the user's phone number you want to list.
Phone Country Code	Enter the user's country code you want to list.
Mobile Phone	Enter the user's mobile phone number you want to list.
Mobile Phone Country Code	Enter the user's country code you want to list.
Unconfirmed	Select whether the user status is unconfirmed.
Modified Since	Enter the date to list the users modified on or after the specified date.
Limit	Set the maximum number of users Make should return during one scenario execution cycle.

Remove a User

Removes a user.

Connection	Establish a connection to your Planyo account.
User ID	Select the User ID you want to remove.

Get a User

Gets user data.

Connection	Establish a connection to your Planyo account.
User ID	Select the User ID whose details you want to retrieve.

Update a User

Modifies an existing user's data.

Connection	Establish a connection to your Planyo account.
Search Criteria	Select the criteria to choose the user whose details you want to update: Email User ID Login
Email	Select the email address of the user.
User ID	Select the User ID whose details you want to update.
First Name	Enter the user's first name.
Last Name	Enter the user's last name.
New Email	Enter the user's new email address.
Email Verified	Select whether the email address is verified.
Country	Enter the user's country name.
Address	Enter the user's address details.
City	Enter the user's city name.
Zip	Enter the user's area zip code.
State	Enter the user's state name.
Phone	Enter the user's phone number without a country code.
Phone Country Code	Enter the user's applicable country code.
Mobile Phone	Enter the user's mobile phone number.
Mobile Phone Country Code	Enter the user's applicable country code.
User Language	Select the user's preferred language.
Custom Property Name	Add the custom properties for the user. For example, `company`.
Custom Property Value	Add the property value. For example, `company name`.
Is Preapproved	Select whether the user is preapproved.
Is Banned	Select whether the user is banned.

Watch Users Updated

Triggers when a user has been updated.

Webhook Name

Enter a name for the webhook.

See the Connecting to Planyo Webhooks Using Make to add the webhooks to your Planyo account.

Vacations

Add a Vacation

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

Connection	Establish a connection to your Planyo account.
Start Time	Enter the date and time when the vacation begins. See the list of supported date and time formats.
End Time	Enter the date and time when the vacation ends. See the list of supported date and time formats.
Resource ID	Select the Resource ID for whom you are adding this vacation. If left blank, the vacation will be added for the whole site.
Quantity	Enter the number of resources to which the vacation will be marked.
Type	Select the vacation type: Imported from a Google Calendar No Special Type
Comment	Enter the information about the vacation.
Google Calendar ID	Enter the vacation's Google Calendar ID.
Validate	Select whether you want to validate the vacation.
Unit Assignment	If vacations are assigned to a specific unit. Add the assignment units to which the vacations are assigned.

List Vacations

Lists all vacations within a specified time range.

Connection	Establish a connection to your Planyo account.
Start Time	Enter the start time to list the vacations that start with the specified time.
End Time	Enter the end time to list the vacations that end with the specified time.
Type	Select the vacation type you want to list. For example, `All Vacations`.
Limit	Set the maximum number of Planyo Make should return during one scenario execution cycle.
Resource ID	Select the Resource ID whose vacations you want to list.
Assigned Unit Time	Enter unassigned to list only the vacations with no unit assignment.
Include Site Vacations	Select whether you want to list the whole site vacations.
Vacation Recurrence Type	Select the vacation recurrence type you want to list: One-time Recurring All
Expand Recurring	Select whether you want to list recurring vacation details.

Remove a Vacation

Removes a specified vacation.

Connection	Establish a connection to your Planyo account.
Vacation ID	Select the Vacation ID you want to remove.

Reservation

Make a Reservation

Enters a new reservation into the system.

Connection	Establish a connection to your Planyo account.
Start Time	Enter the start time to list the vacations that start with the specified time.
End Time	Enter the end time to list the vacations that end with the specified time.
Quantity	Enter the number of reservations you want to make.
Is New User	Select if the reservation is for a new user.
Email	Enter the user's email address.
First Name	Enter the user's first name.
Last Name	Enter the user's last name.
Country	Enter the user's country name.
Address	Enter the user's address details.
City	Enter the user's city name.
Zip	Enter the user's area zip code.
State	Enter the user's state name.
Phone	Enter the user's phone number.
Phone Country code	Enter the user's country code.
Mobile Phone	Enter the user's mobile phone number.
Mobile Phone Country Code	Enter the user's country code.
Admin Mode	Select whether the user is in admin mode. If yes, the reservation will be entered in the admin mode meaning that the required fields (as defined in the reservation form) will not be required, except for the first name and reservation dates/times. Also, other restrictions set in resource settings will not be checked and the email verification step (if used in the resource) will be skipped. The default value is false.
Send Notifications	Select whether you want to send notifications about the reservation.
Force Status	Select the reservation status. For example, `completed`.
Wants Share	Select the reservation sharing option: Sharing not Allowed Sharing Allowed Sharing Forced
Rental Voucher	Enter the reservation voucher code.
Custom Price	Enter a custom price for the reservation. If not specified, Planyo will calculate the price for you using your pricing manager rules. This custom price parameter cannot be used together with `rental_prop_voucher`.
User Notes	Enter the notes about the reservation.
Admin Notes	Enter the admin notes about the reservation.
Referer Code	Enter the referral code for the reservation. You can use it to track the original source of the booking. This value will be later visible in reservation details and available as the tag $(refcode).
Creation Date	Enter the date and time of the reservation.
Cart ID	This field is applicable only if your site works with the shopping carts. You can also enter an existing shopping cart ID. Otherwise, a new cart will be created.
Custom Property Name	Enter the reservation's custom property name.
Custom Property Value	Enter the reservation's custom property value.
Count Number of Assignment	Enter the number of assignment units applicable for the reservation.
Assignment Value	Enter the assignment value separated by a comma. For example, `assignment2`, `assignment3`, `etc`.

List Reservations

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

Connection	Establish a connection to your Planyo account.
Start Time	Enter the start time to list the reservations that start with the specified time.
End Time	Enter the end time to list the reservations that end with the specified time.
Limit	Set the maximum number of reservations Make should return during one scenario execution cycle.
Resource IDs	Select the Resource IDs whose reservations you want to list.
Custom Property Name	Enter the custom property name to list the reservations with the specified property name.
Custom Property Value	Enter the custom property value to list the reservations with the specified property value.
List By Creation Date	Select whether you want to list the reservations by their created date.
Sort	Select the option to sort the reservations. For example, `the user`.
Sort Reverse	Select whether you want to list the reservations in the reverse order. For example, `descending order`.
Detail Level	Select the details to include the reservation results.
User ID	Select the User ID whose reservations you want to list.
User Email	Select the user's email address whose reservations you want to list.
Search by Status	Select the status of the reservation you want to list.
Exclude Status	Select the status of the reservation you want do want to include in the list.
Modified Since	Enter the date to list the reservations that were modified on or after the specified date.

Delete a Reservation

Permanently removes a reservation.

Connection	Establish a connection to your Planyo account.
Reservation ID	Select the Reservation ID you want to delete.

Get a Reservation

Gets reservation details.

Connection	Establish a connection to your Planyo account.
Reservation ID	Select the Reservation ID whose details you want to retrieve.
Resource ID	Select the Resource ID of the reservation.
Start Time	Enter the start time of the reservation.
End Time	Enter the end time of reservation.
Custom Property Name	Enter the custom property name to list the reservations with the specified property name.
Custom Property Value	Enter the custom property value to list the reservations with the specified property value.
Count Number of Assignment	Enter the number of assignment units applicable for the reservation.
Assignment Value	Enter the assignment value separated by a comma. For example, `assignment2`, `assignment3`, `etc`.
User ID	Select the User ID to whom you want to assign the reservation.
Quantity	Enter the number of reservations you want to make.
Admin Mode	Select whether the user is in admin mode. If yes, the reservation will be entered in the admin mode meaning that the required fields (as defined in the reservation form) will not be required, except for the first name and reservation dates/times. Also, other restrictions set in resource settings will not be checked and the email verification step (if used in the resource) will be skipped. The default value is false.
Send Notifications	Select whether you want to send notifications about the reservation.
Comments	Enter any other additional information about the reservation.

Update a Reservation

Updates a reservation.

Connection	Establish a connection to your Planyo account.
Reservation ID	Select the Reservation ID whose details you want to update.

Watch New Reservations

Triggers when a new reservation has been added.

Webhook Name

Enter a name for the webhook.

See the Connecting to Planyo Webhooks Using Make to add the webhooks to your Planyo account.

Watch Reservations Confirmed

Triggers when a reservation has been confirmed.

Webhook Name

Enter a name for the webhook.

See the Connecting to Planyo Webhooks Using Make to add the webhooks to your Planyo account.

Watch Reservations Canceled by Admin

Triggers when a reservation has been canceled by admin.

Webhook Name

Enter a name for the webhook.

See the Connecting to Planyo Webhooks Using Make to add the webhooks to your Planyo account.

Watch Reservations Modified by Admin

Triggers when a reservation has been modified by admin.

Webhook Name

Enter a name for the webhook.

See the Connecting to Planyo Webhooks Using Make to add the webhooks to your Planyo account.

Watch Reservations Cancelled Automatically

Triggers when a reservation has been canceled automatically.

Webhook Name

Enter a name for the webhook.

See the Connecting to Planyo Webhooks Using Make to add the webhooks to your Planyo account.

Watch Payments Received

Triggers when a new payment has been canceled.

Webhook Name

Enter a name for the webhook.

See the Connecting to Planyo Webhooks Using Make to add the webhooks to your Planyo account.

Watch Reservations Updated by a Customer

Triggers when a reservation has been updated by a customer.

Webhook Name

Enter a name for the webhook.

See the Connecting to Planyo Webhooks Using Make to add the webhooks to your Planyo account.

Watch Reservations Cancelled by a Customer

Triggers when a reservation has been canceled by a customer.

Webhook Name

Enter a name for the webhook.

See the Connecting to Planyo Webhooks Using Make to add the webhooks to your Planyo account.

Other

Make an API Call

Performs an arbitrary authorized API call.

For the list of available endpoints, refer to the Planyo API Documentation.

Connection	Establish a connection to your Planyo account.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of Use - List Users

The following API call returns all the user from your Planyo account:

Method: GET

Query String:

Key: method

Value: list_users

Key: list_created_by_admin Value: true

Matches of the search can be found in the module's Output under Bundle > Body > data > users. In our example, 2 users were returned:

Connecting to Planyo Webhooks Using Make

1. Open any watch module, establish a connection, click Save, and copy the URL address to your clipboard. Click OK and save the trigger.

2. Log in to your Planyo account. Click Site Settings > Show all... > Notification Settings > Notification Callbacks.

3. Add the webhook URL address copied in step 1 against the notification you want to receive and click Update.

You have successfully added the webhook.

In this section:

Planyo

Getting Started with Planyo

Connecting Planyo to Make

Users

Add a User

List Users

Remove a User

Get a User

Update a User

Watch Users Updated

Vacations

Add a Vacation

List Vacations

Remove a Vacation

Reservation

Make a Reservation

List Reservations

Delete a Reservation

Get a Reservation

Update a Reservation

Watch New Reservations

Watch Reservations Confirmed

Watch Reservations Canceled by Admin

Watch Reservations Modified by Admin

Watch Reservations Cancelled Automatically

Watch Payments Received

Watch Reservations Updated by a Customer

Watch Reservations Cancelled by a Customer

Other

Make an API Call

Example of Use - List Users

Connecting to Planyo Webhooks Using Make

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