Ready to connect your platforms through the YouLi + Zapier Integration?
Step One: Login and/or create your free zapier account
You can create your zapier account here: https://zapier.com/ Once you create your free zapier account you will be able to connect the platforms you use through zapier. This includes YouLi!
Step Two: Choose what zap you want to create
Before your zap, take a moment and decide what type of zap you want to create? Do you want a new registration in one of your YouLi Trip Pages to get sent to your CRM? Do you want a sign-up to your website to be added to a YouLi Trip Page?
Step Three: Create your zap!
To create your zap, you need to click, MAKE A ZAP. From there choose your trigger & action according to the zap you want to create. For a deep dive, Zapier shares everything you need to know about how to make your first zap.
Search for YouLi when you are ready to connect! It will look like this:
Watch a step by step guide in our HOW TO video on making your first zap with YouLi:
We offer personalized 1:1 Zapier consults if you have specific content you need to pass through from YouLi into your CRM or vice versa. Book in time and we will seamlessly integrate your platforms on the call.
Running into some issues? We help by troubleshooting what you may be having issues with:
I set up my Zap for Added Registration but it isn't firing/triggering
ONLY new registrations on PUBLIC trips will trigger this Zap. So if you add a person via the Planner interface for the Trip, this Zap will NOT be triggered.
You'll need to make your trip PUBLIC and then click SHARE LINK to get the public link and add a test registration to verify your Zap is working.
I get an error message that says authentication failed: The app returned '400'?
There are two reasons for why you may be getting this error message:
1. The wrong email is used to attempt to login to YouLi
2. The wrong password is being used
If you keep getting this error message, go back and check which email you are using as your YouLi email and confirm you are using the right email. You can confirm which email is the correct one by logging into YouLi and clicking to your ACCOUNT.
TIP: A password keeper like Keychain, LastPass, OnePassword are great tools to ensure you have access to the usernames and passwords when you need them.