Microsoft Teams + YouLi

Microsoft Teams + YouLi integrations

Send channel messages in Microsoft Teams for new payments on any owned trip in YouLi

Stay on top of your YouLi payments with this handy workflow. Whenever there's a new payment on any of your owned trips in YouLi, a channel message will be sent in Microsoft Teams to keep your team informed. This automation ensures everyone stays updated on payments, allowing you to efficiently manage your travel planning process.

When this happens...
New Payment on Any Owned TripTriggers when a traveler makes a payment on any of your Trip Pages.
TriggerInstant
automatically do this!
Send Bot MessageSends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
ActionWrite

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More things you can do with YouLi and Microsoft Teams

Discover other triggers and actions you can use with YouLi and Microsoft Teams

- Trip
  Required
Trigger
Instant
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- Trip
  Required
Trigger
Instant
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- Trip
  Required
Trigger
Instant
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New Trip Created
Triggers when a new trip is created using CREATE TRIP
Trigger
Instant
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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.
Trigger
Instant
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- Trip ID
  Required
- TripBoard ID
- Max Number of Travelers to return
  Required
Action
Search
- Team
  Required
- Channel
  Required
- Member
- Highlight Word
Trigger
Polling
Try It

New Chat
Triggers when a new chat is created.
Trigger
Polling
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- Team
  Required
- Channel
  Required
Trigger
Polling
Try It
- Team
  Required
- Channel Name
  Required
- Description
- Favorite for All?
Action
Write
- Team Member(s)
  Required
- Message Text Format
- Message Text
  Required
Action
Write
- Team
  Required
- Channel Name
  Required
- Description
Action
Write
- Team
  Required
- Public Channel
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Chat
  Required
- Message Text Format
- Message Text
  Required
Action
Write
- Availability
  Required
- Duration (Minutes)
Action
Write
- Info
- Display Name
- First Name
- Last Name
- Mobile Phone
- Business Phone
- About Me
- Birthday
Action
Write
- Team
  Required
- Channel ID
  Required
Action
Search
- Chat ID
  Required
Action
Search
- Search by
  Required
Action
Search

New Payment on Any Owned Trip
Triggers when a traveler makes a payment on any of your Trip Pages.
Trigger
Instant
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New 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.
Trigger
Instant
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New Task Response on Any Owned Trip
Triggers when a traveler responds to a task on any of your Trip Pages.
Trigger
Instant
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- Trip
  Required
Trigger
Instant
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- Trip
  Required
- First Name
  Required
- Last Name
- Email
  Required
- Phone Number
- Registration Note
- Send Confirmation
- Invitee Category Name
Action
Write
- Team
  Required
Trigger
Polling
Try It
- Chat
  Required
- Exclude messages by you?
Trigger
Polling
Try It
- Team
  Required
Trigger
Polling
Try It
- Team
  Required
- Channel
  Required
Trigger
Polling
Try It
- Team Member
  Required
Action
Write
- Chat
  Required
- Message
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Team
  Required
- Channel
  Required
- Message ID
  Required
- Message Text Format
- Reply Content
  Required
Action
Write
- Team
  Required
- Channel
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Send To
  Required
- Message Text (Optional)
- Card Type
  Required
Action
Write
- Chat
  Required
- Message ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Team
  Required
- Channel
  Required
- Message ID
  Required
Action
Search
- Chat ID
  Required
- Message ID
  Required
Action
Search
- Team
  Required
- Channel Name
  Required
- Include Archived Channels
Action
Search

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

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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.

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CRM (Customer Relationship Management)

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