Document360 + Lodgify Integration

Integrate Document360 to Lodgify in one click, or tell Integrately AI how you want each booking handled. Create new documentation records, search existing files, update document content, and keep your property management workflows synchronized automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Lodgify
    Booking is created in Lodgify Instant
  • Lodgify
    Booking status is changed to booked in Lodgify Instant
  • Lodgify
    Booking is updated in Lodgify Instant
  • Lodgify
    Booking status is changed to open in Lodgify Instant
  • Lodgify
    Booking status is changed to declined in Lodgify Instant
  • Lodgify
    Booking status is changed to tentative in Lodgify Instant
Arrow Right
2.
  • Document360
    Create document in Document360
  • Document360
    Search document in Document360
  • Document360
    Update document in Document360
  • Lodgify
    Create booking in Lodgify

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Ready WorkflowsReady Workflows   for Document360 + Lodgify Integration

Create documents for new bookings, search records, update documentation when statuses change, and keep your knowledge base current, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Document360 + Lodgify flow

Send booking confirmation emails, log financial records, alert your team on messaging channels, and trigger support tickets instantly. Pick a combination and activate it in one click.

Document360
Lodgify
+
GmailGmail (5)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (4)
+
ZendeskZendesk (4)
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When a booking is created in Lodgify, create a document in Document360 and send an email notification in Gmail
New Lodgify bookings instantly generate a corresponding document in Document360 while Gmail dispatches an email notification to your team.
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When a booking status changes to booked in Lodgify, update the document in Document360 and send a confirmation email in Gmail
Confirmed Lodgify bookings automatically update your Document360 records and trigger an email dispatch in Gmail.
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When a Lodgify booking is updated, search for the document in Document360 and send an update summary in Gmail
Updated Lodgify reservations trigger a document search in Document360 followed by an email summary sent via Gmail.
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If a Lodgify booking status is changed to declined, update the document in Document360 and send a notification email in Gmail
Declined bookings in Lodgify automatically update your Document360 documentation and notify staff via Gmail.
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Use ChatGPT to summarise every new Lodgify booking, create a document in Document360, and email the brief in Gmail
ChatGPT generates an executive summary for new Lodgify bookings before Document360 stores it and Gmail emails the brief.

Supported triggers and actions for Document360 and Lodgify

Mix and match to build the exact automation you need

Document360
Document360 Triggers & Actions
No trigger is available
Create document in Document360
Generates a new document
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Search document in Document360
Locates and retrieves document based on search criteria
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Update document in Document360
Updates a document
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Lodgify
Lodgify Triggers & Actions
Instant
Booking is created in Lodgify
Triggers the automation when a new booking is created
Try it →
Instant
Booking status is changed to booked in Lodgify
Triggers the automation when a booking status is changed to booked
Try it →
Instant
Booking is updated in Lodgify
Triggers the automation when a booking is updated
Try it →
Instant
Booking status is changed to open in Lodgify
Triggers the automation when a booking status is changed to open
Try it →
Instant
Booking status is changed to declined in Lodgify
Triggers the automation when a booking status is changed to declined
Try it →
Instant
Booking status is changed to tentative in Lodgify
Triggers the automation when a booking status is changed to tentative
Try it →
Create booking in Lodgify
Creates a new booking in the system. You can optionally upgrade an existing enquiry to a booking using the 'from' parameter.
Try it →

What can you automate with Document360 + Lodgify?

Streamline your vacation rental documentation and booking management with powerful automated workflows.

What you can automate?
📄
Create Document360 records from Lodgify bookings
Automatically generate a new document in Document360 the moment a booking is created in Lodgify, capturing all essential guest and reservation details without manual typing.
📋
Capture every submitted booking field
Map available Lodgify reservation answers directly into your Document360 files instead of just basic contact names, creating comprehensive guest profiles.
🔔
Notify your team as soon as bookings arrive
Trigger instant alerts and notifications across your messaging channels when new reservations are logged in your property management system.
🔀
Route workflows based on booking status
Execute different document actions depending on whether a Lodgify booking status changes to booked, tentative, open, or declined.
🔄
Keep documentation updated when bookings change
Automatically update existing Document360 files whenever a guest updates their reservation details or dates in Lodgify.
🔍
Search and update instead of creating duplicates
Perform intelligent searches for existing records in Document360 before updating files, ensuring clean and organized documentation.
💳
Handle later status changes and payment milestones
Manage reservation cancellations, payment confirmations, and status transitions seamlessly across your documentation and operational tools.
💬
Extend your workflow to messaging apps like Slack
Connect your core Document360 and Lodgify automation with Slack to broadcast booking announcements and keep your entire team informed.
And much more...

Who is Document360 + Lodgify integration for?

Property managers and documentation teams streamline their booking records and knowledge bases, eliminating manual data entry across platforms.

Operations Managers
Operations Managers
Guest Support Teams
Guest Support Teams
Property Owners
Property Owners
Rental Administrators
Rental Administrators
Front Desk Staff
Front Desk Staff
Audit and Compliance Officers
Audit and Compliance Officers
📈
Operations Managers
You're reviewing reservation metrics across your vacation properties but your documentation sheet only updates when someone manually exports booking data, so the occupancy counts you're optimising against are always a few hours behind — with this integration, every new booking lands in Document360 instantly and your data stays current.
Guest Support Teams
You need to act fast on incoming reservations and customer inquiries, but manual booking handoffs mean you find out about new stays hours too late — automating both apps means every guest booking updates your documentation instantly and your support workflow starts right away.
🤝
Property Owners
You answer to property investors who want to see real-time progress and booking reports, but manual status updates leave gaps in your reporting — connecting these apps means every reservation change is logged automatically and your partners see accurate records at all times.
📊
Rental Administrators
The volume of seasonal bookings is too high for anyone to keep up with by hand, leading to missed updates across your knowledge base — with this integration, every booking is processed automatically and your administrative backlog disappears completely.
👤
Front Desk Staff
You own the guest check-in step and depend on upstream booking managers to hand over guest details, but manual messaging causes constant delays — automating both apps means guest reservation data flows straight into your files the moment a booking is created.
📁
Audit and Compliance Officers
You need a reliable history of all guest reservations and keep finding gaps in your manual filing logs — integrating these apps means every booking and status change creates a permanent document record with zero missing entries.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Document360 + Lodgify

Build and manage your Document360 + Lodgify automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Document360 + Lodgify with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Document360 to Lodgify?
Frequently Asked Questions
You can connect Document360 to Lodgify in 1 click using ready workflows on Integrately. Choose a pre-built template, link your accounts, or ask Integrately AI to build the automation for you. You can also connect apps like Gmail, Slack, and Stripe.
Can I automatically create a Document360 document when a Lodgify booking is created?
Frequently Asked Questions
Can I connect Document360, Lodgify, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Document360 and Lodgify?
Frequently Asked Questions
How does Document360 handle data records from Lodgify bookings?
Frequently Asked Questions
Can Lodgify booking status updates trigger document changes?
Frequently Asked Questions
Do I need coding skills to automate Document360 and Lodgify?
Frequently Asked Questions
Is the Document360 and Lodgify integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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