Connect youli and Yoobi Software to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between youli and Yoobi Software?

To start, connect both your youli and Yoobi Software accounts to viaSocket. Once connected, you can set up a workflow where an event in youli triggers actions in Yoobi Software (or vice versa).

Can we customize how data from youli is recorded in Yoobi Software?

Absolutely. You can customize how youli data is recorded in Yoobi Software. This includes choosing which data fields go into which fields of Yoobi Software, setting up custom formats, and filtering out unwanted information.

How often does the data sync between youli and Yoobi Software?

The data sync between youli and Yoobi Software typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from youli to Yoobi Software?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between youli and Yoobi Software?

Yes, you can set conditional logic to control the flow of data between youli and Yoobi Software. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

youli

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.

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Yoobi Software

About Yoobi Software

Yoobi is Cloud software for CRM, project management, time tracking, leave, expenses, planning and invoicing in one tool. Yoobi is used by companies of all sizes.

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