STEP 1
Connect Agendize and Planyo
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Agendize and Planyo Integration
Build scheduling workflows between Agendize and Planyo on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Agendize and Planyo
Detailed info you need to know about Agendize and Planyo integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Agendize to Planyo
Set up your Agendize and Planyo integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Agendize and Planyo nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Agendize and Planyo. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Agendize and Planyo work in WEXTL?
WEXTL exposes actions and triggers for Agendize and Planyo that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Agendize triggersPlanyo actions
Agendize modules
- Create a CallCreates a new call record.
- Create a ClientCreates a new client in Agendize CRM.
- Create a DiscountCreates a new discount in Agendize.
- Create a NoteCreates a new note for a client in Agendize CRM.
- Create a QueueCreates a new queue in Agendize.
- Create a Queue RegistrationCreates a new registration in a queue.
- Create a TagCreates a contact tag in Agendize CRM.
- Create an AppointmentCreates a new appointment in a company's scheduling calendar.
- Create Email CampaignSends an email message to one or more recipients using Agendize Email Marketing.
- Create Staff MemberCreates a new staff member in a company's scheduling calendar.
- Delete a CallDeletes a call record from Agendize.
- Delete a ClientDeletes a client from Agendize CRM.
- Delete a DiscountPermanently deletes an existing discount from Agendize.
- Delete a NoteDeletes a note from Agendize CRM.
- Delete a QueueDeletes a queue from Agendize.
- Delete a Queue RegistrationDeletes a registration from a queue.
- Delete an AppointmentDeletes an appointment from a company's scheduling calendar.
- Get a CallRetrieves a call record from Agendize.
- Get a ClientRetrieves a client from Agendize CRM by client ID or external ID.
- Get a DiscountRetrieves a discount from Agendize.
- Get a NoteRetrieves a note from Agendize CRM by note ID.
- Get a QueueRetrieves a queue from Agendize.
- Get a Staff MemberRetrieves a staff member from a company's scheduling calendar.
- Get a TagRetrieves a contact tag from Agendize CRM by tag ID.
- Get an AppointmentRetrieves an appointment from a company's scheduling calendar.
- Get Queue RegistrationRetrieves a registration from a queue.
- List ActivitiesRetrieves client activities from Agendize CRM.
- List AppointmentsRetrieves a list of appointments from a company's scheduling calendar.
- List CallsSearches call records in Agendize.
- List ClientsRetrieves a paginated list of clients from Agendize CRM.
- List DiscountSearches discounts in Agendize.
- List NotesSearches for notes in Agendize CRM.
- List NotificationsRetrieves appointment notifications from a company's scheduling calendar.
- List Queue RegistrationsSearches registrations in a queue.
- List QueuesSearches queues in Agendize.
- List Staff MembersSearches for staff members in a company's scheduling calendar.
- List TagsSearches for contact tags in Agendize CRM.
- Make an API CallPerforms an arbitrary authenticated API request to the Agendize API.
- Merge ClientsMerges one client into another client in Agendize CRM.
- Send Batch RequestExecutes multiple API operations in a single batch request.
- Send SMS MessageSends an SMS message to one or more recipients.
- Update a CallUpdates an existing call record.
- Update a ClientUpdates an existing client in Agendize CRM.
- Update a DiscountUpdates the details of an existing discount in Agendize.
- Update a NoteUpdates an existing note in Agendize CRM.
- Update a QueueUpdates an existing queue in Agendize.
- Update a Queue RegistrationUpdates an existing queue registration.
- Update a Staff MemberUpdates an existing staff member in a company's scheduling calendar.
- Update an AppointmentUpdates an existing appointment in a company's scheduling calendar.
- Update Client CompaniesAdds companies to an existing client in Agendize CRM.
Planyo modules
- Add Additional ProductAdds additional product.
- Add AgentAdds a new agent to a site.
- Add Notification MessageAdds a site's notification email message. Sending must also be turned on in notification settings.
- Add Pricing Manager RuleAdds pricing manager rule.
- Add Recurring VacationAdds a new recurring vacation for a resource or the entire site.
- Add Reservation PaymentAdds a payment for a reservation. Credit card numbers may not be passed in any field.
- Add ResourceAdds a new resource by copying an existing base resource, with optional overrides.
- Add Resource ImageAdds an image to a resource.
- Add Resource SeasonAdds a new season for a resource or the entire site.
- Add SiteAdds a new site to your metasite by copying an existing base site. Metasite API keys only.
- Add UserInserts a new user, or updates an existing one's custom properties and personal details (login is not overridden).
- Apply CouponApplies a coupon to an existing (unconfirmed) reservation, by code or ID.
- Apply VoucherApplies a voucher to an existing reservation.
- Can Make ReservationChecks if a reservation can be made for given resource, time and quantity.
- Create CartCreates a new shopping cart.
- Create VoucherCreates a new voucher, optionally limited to a metasite, site, or specific resources.
- Delete CartDeletes a shopping cart. The cart must be empty.
- Delete ReservationPermanently deletes a reservation. This action cannot be undone.
- Delete Unit PropertyDeletes a custom unit property previously set for a specific date/time.
- Do Reservation ActionPerforms an administrative action (e.g. confirmation, cancellation) on a reservation.
- Generate CouponAdds a new coupon to your site, based on an existing coupon type.
- Generate InvoiceGenerates a new invoice for a reservation, if one doesn't already exist or items have changed. Requires parent & corrective invoices.
- Get Cart ItemsLists all reservations included in a shopping cart. Max 500 per page.
- Get Event TimesLists all event times of an event-type resource.
- Get Invoice ItemsReturns all products (invoice items) included with a reservation.
- Get Promotable ReservationsLists waiting list requests which can be promoted to a valid reservation.
- Get Rental PriceReturns the price of a rental for a resource and start/end times. Price is returned even if the resource is unavailable in the given period.
- Get Reservation ActionsLists reservation actions/events such as modifications and cancellations.
- Get Reservation DataReturns details of a reservation.
- Get Reservation Payment AmountReturns total amount paid and number of payments made for a reservation.
- Get Resource InfoReturns information for a resource, including photos and custom properties.
- Get Resource PricingReturns complete pricing information (default prices and pricing rules) for resources of a site.
- Get Resource SeasonsReturns seasonal settings for a resource (pass resource_id=0 for site-wide seasons).
- Get Simplified Daily PricingReturns daily pricing for a date range (max 2 years) for day-based resources, useful for channel managers.
- Get Site InfoReturns information for a site, including photos and site-specific properties.
- Get Unit PropertyReturns the value of a custom unit property at a specific date/time.
- Get User DataRetrieves user data.
- List Additional ProductsLists additional products.
- List Cart PaymentsLists payments made for all reservations of a shopping cart.
- List CartsLists shopping carts for a site or metasite. Max 500 per page.
- List CouponsLists purchased coupons, filterable by resource, site, code, email, type and validity.
- List InvoicesLists invoices for a reservation or generated within a period (max 31 days). Requires parent & corrective invoices.
- List PaymentsLists payments made for your reservations, filterable by date, resource, mode and status.
- List Reservation PaymentsLists payments made for a reservation, including coupon usage.
- List ReservationsLists reservations starting (or created, if list_by_creation_date) within a given time period. Max 500 per page.
- List ResourcesReturns resources defined in a site or meta site. Old name: get_all_resources.
- List ReviewsLists reviews added by clients.
- List SitesRetrieves a list of sites.
- List TranslationsLists user-defined translations for a metasite, site, or resource.
- List UsersReturns users with at least one reservation (or all users created by admins, if list_created_by_admin). Old name: get_all_users.
Frequently asked questions
Common questions about connecting Agendize and Planyo.
Connect your Agendize and Planyo accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Agendize's "Watch Appointments" fires, WEXTL can "Add Additional Product" in Planyo. Agendize has 3 triggers (including Watch Appointments, Watch Notes, and Watch Notifications); Planyo has 81 actions (including Add Additional Product, Add Agent, and Add Notification Message). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Agendize-to-Planyo automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Agendize (or Planyo) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Agendize + Planyo automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Agendize and Planyo integration.
- Agendize and Planyo integration source code, module specs and credentials implementation.
- Our Agendize and Planyo integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Agendize and Planyo — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Agendize integration information
- Planyo integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library