Microsoft Outlook + YouLi
Send emails in Microsoft Outlook for new invoice item changes on any owned trip in YouLi
Keep your workflow smooth and efficient by instantly sending an email via Microsoft Outlook every time there's a new invoice item change on any owned trip within the YouLi app. This automation ensures you stay updated on invoice changes and are able to respond or adjust plans quickly. Enhance your business efficiency by staying on top of your travel invoicing with this easy-to-use workflow.
Keep your workflow smooth and efficient by instantly sending an email via Microsoft Outlook every time there's a new invoice item change on any owned trip within the YouLi app. This automation ensures you stay updated on invoice changes and are able to respond or adjust plans quickly. Enhance your business efficiency by staying on top of your travel invoicing with this easy-to-use workflow.
- When this happens...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.
- automatically do this!Send Email
Send an email from your Outlook account.
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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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