Limo Anywhere + SmartSuite
Create new records in SmartSuite for every new reservation in Limo Anywhere
With this workflow, each time a new reservation is made in Limo Anywhere, a record is promptly created in SmartSuite. This allows seamless information handling and makes sure your bookings are accurately reflected in your management tools. It's a streamlined way of capturing limo bookings that cuts down on time and avoids any manual data entry errors.
With this workflow, each time a new reservation is made in Limo Anywhere, a record is promptly created in SmartSuite. This allows seamless information handling and makes sure your bookings are accurately reflected in your management tools. It's a streamlined way of capturing limo bookings that cuts down on time and avoids any manual data entry errors.
- When this happens...New Reservation
Triggers when a new reservation is created.
- automatically do this!Create Record
Triggers when new record is created.
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New Account
Triggers when a new customer account is created.
Try ItNew Paid Bill
Triggers when a paid bill is created. Works for Affiliate and Agent bills.
Try ItNew Payment
Triggers when a new payment is recorded.
Try ItNew Reservation
Triggers when a new reservation is created.
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New Finalized Invoice
Triggers when an invoice is marked as 'FINALIZED'.
Try ItNew Driver Pay Log
Triggers when a new driver pay log is created.
Try ItNew Quote Request
Triggers when a new quote request is created.
Try ItNew Paid Reservation
Triggers when the payment status of a trip is set to 'PAID'. Works for reservations that are not on an invoice and are not set to be invoiced/direct billed.
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