VacationLabs integration with Zoho CRM
How to Create module entries in Zoho CRM from new VacationLabs customers
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create module entries in Zoho CRM from new VacationLabs customers" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate VacationLabs integrations
VacationLabs actions
Nekton can use any feature that is available in VacationLabs API.
Using our advanced AI, you can easily create custom automations for VacationLabs.
Here are some typical actions you can do in your automated workflows.
Booking Cancelled
Triggers when a booking is cancelled, i.e. the booking status changes to "cancelled"
Any Other Booking Operation
Triggers when any operation is performed on the booking that is not already handled by some other trigger. For example, addition of payment, addition/deletion/modification of passengers, etc. This will NOT trigger for things look booking confirmation, or booking cancellation, because they already have dedicated triggers.
Contact Form Submission
Triggers when a new contact request is submitted.
New Customer
Triggers when a new customer is found.
New Passenger
Triggers when a new passenger is created via booking.
Booking Confirmed
Triggers when a booking is confirmed, i.e. it's status is changed to "confirmed" (previous status may have been "complete", "pending_inquiry", "recorded", "unconfirmed", and so on)
About VacationLabs
A comprehensive online Booking system and website builder for tour operators , to manage website, inventory, rates, and agents