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Ontraport + YouLi

Create or update Ontraport contacts with new YouLi single trip registrations

Streamline your contact management by instantly adding or updating new registrants from YouLi to your Ontraport database. With this workflow, whenever a new registration happens for a single trip on YouLi, the corresponding contact details are created or updated in Ontraport. Save time, reduce errors, and keep your contacts up-to-date effortlessly in this easy-to-set-up automation.

Streamline your contact management by instantly adding or updating new registrants from YouLi to your Ontraport database. With this workflow, whenever a new registration happens for a single trip on YouLi, the corresponding contact details are created or updated in Ontraport. Save time, reduce errors, and keep your contacts up-to-date effortlessly in this easy-to-set-up automation.

  1. When this happens...
    YouLiYouLi
    New Registration on Single Trip

    Triggers when a traveler enters their email on your Trip Page and becomes "REGISTERED". Note that this also triggers if they change from Declined to Registered on their profile.

    TriggerInstant
  2. automatically do this!
    OntraportOntraport
    Create or Update Contact

    Creates or updates a contact in Ontraport.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • TripRequired

    Trigger
    Instant
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    • TripRequired

    Trigger
    Instant
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    • TripRequired

    Trigger
    Instant
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    • TripRequired

    • First NameRequired

    • Last Name

    • EmailRequired

    • Phone Number

    • Registration Note

    • Send Confirmation

    • Invitee Category Name

    Action
    Write
  • YouLi triggers, actions, and search

    New Payment on Any Owned Trip

    Triggers when a traveler makes a payment on any of your Trip Pages.

    Trigger
    Instant
    Try It
  • YouLi triggers, actions, and search

    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
    Try It
  • YouLi triggers, actions, and search

    New Task Response on Any Owned Trip

    Triggers when a traveler responds to a task on any of your Trip Pages.

    Trigger
    Instant
    Try It
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About Ontraport

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  • Marketing Automation

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youli logo
youli logo

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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