What you can automate

When new Payment on Single Trip in YouLi, create opportunity, then find or create contact in Salesflare.

When new Payment on Any Owned Trip in YouLi, create opportunity, then find or create contact in Salesflare.

When new Task Response on Single Trip in YouLi, create task in Salesflare.

When new Task Response on Any Owned Trip in YouLi, create task in Salesflare.

When new Invoice Item Change on Single Trip in YouLi, create opportunity, then find or create contact in Salesflare.

When new Invoice Item Change on Any Owned Trip in YouLi, create opportunity, then find or create contact in Salesflare.

About YouLi

YouLi is a group travel management platform that combines itinerary management, room inventory management, deck plans, “no-code” website + booking pages to ensure everyone involved in your group trip or retreat is on the same page. Manage registrations, collect payments, collect legal forms, assign tasks and share documents all in one place.

YouLi operations on Zapier

Triggers (11)

Start a workflow when this happens

New Invoice Item Change on Any Owned Trip — Triggers when a traveler changed their Add On selection on your Trip Page and when a planner add or delete an Invoice Line Item on TripBoard.
New Invoice Item Change on Single Trip — Triggers when a traveler changed their Add On selection on your Trip Page and when a planner add or delete an Invoice Line Item on TripBoard.
New Payment on Any Owned Trip — Triggers when a traveler makes a payment on any of your Trip Pages.
New Payment on Single Trip — Triggers when a traveler makes a payment on a trip.
New Registration on Any Owned Trip — Triggers when a traveler submits their email on any of your Trip Pages for the first time (including Checkout). Or when their status is changed to one of these: Status = 1 for `Registered` or Status = 6 for `Waitlisted`.

Show 6 more triggers

New Registration on Single Trip — Triggers when a traveler submits their email on a Trip Page for the first time (including Checkout). Or when their status is changed to one of these: Status = 1 for `Registered` or Status = 6 for `Waitlisted`.
New Task Response on Any Owned Trip — Triggers when a traveler responds to a task on any of your Trip Pages.
New Task Response on Single Trip — Triggers when a traveler responds to a task on a trip.
New Trip Created — Triggers when a new trip is created using CREATE TRIP
Registration Status Change on Any Owned Trip — Triggers when a traveler's registration status is changed on any of your trips.
Registration Status Change on Single Trip — Triggers when a traveler's registration status is changed.

Actions (5)

Things Salesflare can make it do

Add Manual Payment/Credit/Refund — Record a manual payment, credit or refund from another platform. Does not make a charge.
Add Registration — Add a new traveler registration (email) to your selected trip
Create Trip — Creates a new Trip or updates an existing Trip when a valid Trip ID is provided. Advanced API Access Required
Delete Manual Payment/Credit/Refund — Delete a payment, credit or refund created manually (not via payment gateway)
Update Flight Ticket — Update the commission, booking fee, or markup amount for a specific flight ticket

Searches (2)

Look up existing records

Get Flight Ticket Booking — Retrieve booking information based on individual ticket number
Get Travelers by Trip — Finds all the Travelers on a Trip - or specify a specific one.

YouLi and Salesflare

How to connect YouLi