STEP 1
Connect Betterez 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.
Betterez and Planyo Integration
Build scheduling workflows between Betterez 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 Betterez and Planyo
Detailed info you need to know about Betterez and Planyo integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Betterez to Planyo
Set up your Betterez and Planyo integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Betterez 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 Betterez and Planyo. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Betterez and Planyo work in WEXTL?
WEXTL exposes actions and triggers for Betterez 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.
Betterez triggersPlanyo actions
Betterez modules
- Authenticate a UserAuthenticates a user using basic authentication method.
- Close a ShiftCloses a shift for the specified user.
- Create a CommentAdds a comment to a specified entry or post.
- Create a Customer LoginCreates a special login for a customer.
- Create a Location ClosureCreates a closure for a specified location.
- Create a Manual TicketAdds a manual ticket to a shift.
- Create a PersonCreates a person entry and returns it.
- Create a ShiftCreates a shift for a user.
- Create a Shift DepositCreates a deposit for the given shift ID and returns it.
- Create a Shift Starting BalanceCreates a starting balance for a shift.
- Create a TravelerCreates a traveler for the customer ID.
- Create a User SequenceCreates a sequence of users based on specified criteria.
- Create a Verified EmailCreates a verified email and returns it.
- Create CredentialsSets credentials for new customers.
- Create Multiple UsersCreates or updates multiple user records.
- Delete a CustomerRemoves a customer from the database.
- Delete a TravellerDeletes the traveller for the given traveller ID.
- Delete a UserDeletes a user with the given ID using People Lookups.
- Delete a User by IDDeletes a user by a given ID.
- Get a CommissionReturns the commission for the given ID.
- Get a LocationRetrieves information about a specific location.
- Get a Merge ID for CustomersRetrieves a merge ID for customers.
- Get a PersonRetrieves a person by the given ID.
- Get a Sales SummaryReturns a sales summary for the shift ID.
- Get a SequenceGets the sequences assigned to a user given the user ID. This endpoint requires the use of JWT authentication.
- Get a Shift for BackofficeReturns an active shift for a user that has shifts enabled.
- Get a TravellerReturns the traveller for the given ID.
- Get a User by IDRetrieves a user from the service using their unique ID.
- Get a User SequenceGets a user sequence by user and sequence ID. This endpoint requires the use of JwtAuth.
- Get a Verified EmailReturns the verified email for a given email address.
- Get an Invoice by IDReturns the invoice for the given ID.
- Get DepositsGets deposits for the shift ID.
- Get FeesReturns fees for a given shift ID.
- Get Gift CertificatesReturns the gift certificates for the given Shift ID.
- Get InsurancesReturns insurance for the shift ID.
- Get InvoicesReturns invoices for the shift ID.
- Get ItemsReturns items for the shift ID.
- Get Manual TicketsReturns manual tickets for the shift ID.
- Get ParcelsReturns parcels for the shift ID.
- Get PaymentsReturns payments for the shift ID.
- Get Redeemable ItemsReturns redeemable items for the shift ID.
- Get RefundsReturns refunds for the shift ID.
- Get ShiftsRetrieves shifts for an account.
- Get TicketsReturns tickets for the shift ID.
- Get TransactionsReturns transactions for the shift ID.
- Impersonate a UserReturns a valid JWT of an eligible user to impersonate. Both users may require special permissions.
- List Account UsersLists the users of the account with the given API key in the X-API-KEY header.
- List CustomersLists customers by their customer ID.
- List InvoicesLists invoices by customer ID.
- List Location ClosuresReturns a list of all existing location closures for the account ID.
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 Betterez and Planyo.
Connect your Betterez 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 Betterez's "Watch Customers" fires, WEXTL can "Add Additional Product" in Planyo. Betterez has 4 triggers (including Watch Customers, Watch Location Closures, and Watch People); 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. Betterez-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 Betterez (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 Betterez + 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 Betterez and Planyo integration.
- Betterez and Planyo integration source code, module specs and credentials implementation.
- Our Betterez and Planyo integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Betterez 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.
- Betterez integration information
- Planyo integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library