Microsoft Excel + YouLi
Add rows in Microsoft Excel for new task responses on any owned trip in YouLi
When a new task response is submitted on any of your owned trips in YouLi, enable this workflow to efficiently record the details in a row in Microsoft Excel. Not only does it cut down on time-consuming manual data entry, but it also ensures that all task response information is neatly organized and accessible in your Excel sheets. Seamlessly manage your trip tasks with this streamlined solution.
When a new task response is submitted on any of your owned trips in YouLi, enable this workflow to efficiently record the details in a row in Microsoft Excel. Not only does it cut down on time-consuming manual data entry, but it also ensures that all task response information is neatly organized and accessible in your Excel sheets. Seamlessly manage your trip tasks with this streamlined solution.
- When this happens...New Task Response on Any Owned Trip
Triggers when a traveler responds to a task on any of your Trip Pages.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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TripRequired
Try ItTripRequired
Try ItTripRequired
Try ItTripRequired
First NameRequired
Last Name
EmailRequired
Phone Number
Registration Note
Send Confirmation
Invitee Category Name
New Payment on Any Owned Trip
Triggers when a traveler makes a payment on any of your Trip Pages.
Try ItNew Registration on Any Owned Trip
Triggers when a traveler enters their email on any of your Trip Pages and becomes "REGISTERED". Note that this also triggers if they change from Declined to Registered on their profile.
Try ItNew Task Response on Any Owned Trip
Triggers when a traveler responds to a task on any of your Trip Pages.
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
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