What You’ll Need:
A Zapier account
An active Planyo account
Your DirectIQ login credentials
Available Zap Templates:
📩 Add DirectIQ Contacts from New Planyo Reservations
Automatically capture customer details from each new reservation in Planyo and add them to DirectIQ for segmentation, follow-ups, and future marketing campaigns.
📬 Send DirectIQ Emails for New Planyo Reservations
Trigger transactional emails from DirectIQ as soon as a new reservation is created in Planyo — perfect for sending confirmations, itineraries, or preparation instructions.
Setup Instructions:
1️⃣ Choose Your Template
Click on one of the templates above to get started.
2️⃣ Connect Your Accounts
Sign in to both your Planyo and DirectIQ accounts when prompted by Zapier.
3️⃣ Map Your Fields
Choose the details to map, such as:
First Name
Last Name
Email Address
Email List
4️⃣ Set Up Your Transactional Email
In DirectIQ, design the email you want to send automatically when a new Planyo reservation is created.
5️⃣ Test & Activate
Run a quick test to make sure the automation works, then activate your Zap to go live.
Need Assistance?
If you need help with your integration or email template setup, contact us anytime at support@directiq.com.