LeadConnector + TravelJoy

Update TravelJoy clients and add or update contacts in LeadConnector

Streamline your client data management system with this user-friendly workflow. When a client gets updated in your TravelJoy app, the same changes are reflected in your LeadConnector app, ensuring that all information is up-to-date and consistent. Simplify and speed up your process, while eliminating the risk of oversight or error. This efficient automation enhances your data accuracy and allows you to focus more on the core aspects of your business.

When this happens...
Update Client
Triggers when a client's information is updated.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

Complete Task
Triggers when a task is updated to completed = true.
Trigger
Instant
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Delete Task
Triggers when a task is deleted.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Update Client
Triggers when a client's information is updated.
Trigger
Instant
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Update Trip
Triggers when an existing trip is updated.
Trigger
Instant
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- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Delete Client
Triggers when a client has been deleted.
Trigger
Instant
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Due Task
Triggers when we have reached the date at which a task is due.
Trigger
Instant
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New Group Booking
Triggers when a new group booking is created.
Trigger
Instant
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New Trip
Triggers when a new trip is created.
Trigger
Instant
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Update Commission
Triggers when commission information is updated.
Trigger
Instant
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Update Trip Stage
Triggers when the stage of a trip is specifically updated.
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write