Airtable + YouLi
Track new YouLi trip payments by creating records in Airtable
Streamline your financial management process by linking YouLi and Airtable. With this convenient workflow, each new payment for a single trip in YouLi instantly creates a corresponding record in Airtable. This not only allows you to keep your financial records consistently up to date but also helps in improving your operational efficiency. Now you can focus more on organizing great trips and less on keeping track of every single payment.
Streamline your financial management process by linking YouLi and Airtable. With this convenient workflow, each new payment for a single trip in YouLi instantly creates a corresponding record in Airtable. This not only allows you to keep your financial records consistently up to date but also helps in improving your operational efficiency. Now you can focus more on organizing great trips and less on keeping track of every single payment.
- When this happens...New Payment on Single Trip
Triggers when a traveler makes a payment on a trip.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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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 ItNew 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.
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