YouLi integration with Filter by Nekton
How to Create QuickBooks Online invoices for new YouLi trip payments
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 QuickBooks Online invoices for new YouLi trip payments" 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 YouLi integrations
YouLi actions
Nekton can use any feature that is available in YouLi API.
Using our advanced AI, you can easily create custom automations for YouLi.
Here are some typical actions you can do in your automated workflows.
Add Registration
Add a new traveler registration (email) to your selected trip
New Payment on Single Trip
Triggers when a traveler makes a payment on a trip.
New Registration on Single Trip
Triggers when a traveler enters their email on your Trip Page and becomes "REGISTERED".
Note that this also triggers if they change from Declined to Registered on their profile.
New Task Response on Single Trip
Triggers when a traveler responds to a task on a trip.
New Payment on Any Owned Trip
Triggers when a traveler makes a payment on any of your Trip Pages.
New 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.
About YouLi
YouLi is a group travel management platform that combines itinerary management, room inventory management, deck plans, “no-code” website + booking pages to ensure everyone involved in your group trip or retreat is on the same page. Manage registrations, collect payments, collect legal forms, assign tasks and share documents all in one place.