Create or update Text Request contacts for new Limo Anywhere reservations
Streamline your customer management process with this workflow. With every new reservation made on Limo Anywhere, the corresponding client details are updated or created in Text Request. This ensures your customer data is always up-to-date, eliminating manual data entry for better efficiency and smoother client interaction. Manage customer contact information across both platforms with this simple and effective workflow.
Streamline your customer management process with this workflow. With every new reservation made on Limo Anywhere, the corresponding client details are updated or created in Text Request. This ensures your customer data is always up-to-date, eliminating manual data entry for better efficiency and smoother client interaction. Manage customer contact information across both platforms with this simple and effective workflow.
- When this happens...New Reservation
Triggers when a new reservation is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates the name of an existing contact.
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New Account
Triggers when a new customer account is created.
Try ItNew Paid Bill
Triggers when a paid bill is created. Works for Affiliate and Agent bills.
Try ItNew Payment
Triggers when a new payment is recorded.
Try ItNew Reservation
Triggers when a new reservation is created.
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New Finalized Invoice
Triggers when an invoice is marked as 'FINALIZED'.
Try ItNew Driver Pay Log
Triggers when a new driver pay log is created.
Try ItNew Quote Request
Triggers when a new quote request is created.
Try ItNew Paid Reservation
Triggers when the payment status of a trip is set to 'PAID'. Works for reservations that are not on an invoice and are not set to be invoiced/direct billed.
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