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Automate.travel Connection

Connect Automate.travel to Ventrata to run guest messaging across email, WhatsApp and SMS, plus review and upsell campaigns, from your live bookings.

Automate.travel

 

Automate.travel is a post-booking CRM for day-tour operators. It offers automated guest messaging across email, WhatsApp and SMS, review and upsell campaigns, guide allocation and margin tracking, all driven by live booking data. It sits on top of the booking engine and already integrates Bokun, FareHarbor, Rezdy, Regiondo, TrekkSoft and Palisis.

 

Connecting Automate.travel to Ventrata gives it your booking data, so guest messaging and review and upsell campaigns run from live bookings.

 

To learn more about Automate.travel, visit automate.travel.

 

Primary website

Tags

Communications

Developed by

Automate.travel (using Ventrata's OCTO API)

 

This app connection links your Ventrata account with Automate.travel so it can run guest messaging, reviews and upsells from your live bookings. Features of this connection include:

  • Reads your products and availability – for products enabled on the connection.

  • Reads your bookings – including updates and cancellations.

  • Runs guest campaigns – messages, reviews and upsells based on live bookings.

 

‼️ IMPORTANT

Automate.travel will process your guests' personal data. Review your privacy policy and terms before connecting.

 

Creating the Automate.travel Connection

🔐 Required Role Permissions: See Connections, Modify Connections, See Connection Key

Before you begin:

  • You must have an agreement with Automate.travel to use their services.

 

  1. In Ventrata Dashboard, go to Connections → Connections, click + New Connection, and select Automate.travel from the list of partners.

  2. (Optional) You can also set the connection Name of your choosing, which may be helpful if you plan to have multiple Automate.travel connections and would like to differentiate between them more easily in the future.

  3. Press the Create Octo Connection button.

 

 

 

 

📗 TIP

If needed, you can also allow or disallow products or destinations on the connection level to limit what Automate.travel can access.

 

Sharing Access with Automate.travel

Securely share the OCTO API key shown on the connection you've created with your Automate.travel contact so they can complete the setup on their side.

 

Your Ventrata configuration is complete. You can revoke access at any time by deactivating the connection.

 

 

Managing the Automate.travel Connection

  • Revoke access by deactivating the connection.

  • Allow or disallow products: limit which destinations, products and options Automate.travel can access. See how to allow or disallow products.

  • Rename the connection to tell several Automate.travel connections apart.

 

Connection Features Detailed

This section is for anyone who wants to know exactly how the Automate.travel connection works: what Automate.travel does with your Ventrata data, and which Ventrata OCTO API calls it makes.

 

Reads products and availability

✅

Gets products and availability for products enabled on the connection.

Automate.travel reads products and availability for the products enabled on the connection.

Reads bookings

✅

Gets bookings, updates and cancellations.

Automate.travel retrieves bookings, updates and cancellations for those products.

 

What this means for you: Messages and campaigns follow your live bookings.

✅ supported

 

FAQs

Automate.travel cannot see some of my products.

Check which destinations, products and options are allowed on the connection, and confirm that your products and options are enabled for sale on the Direct API source. If the issue persists, contact Ventrata Technical Support.

 

 

Partner Information

Automate.travel

 

Ventrata Partner ID: 01a199e1-f764-748e-b947-1fe166bc78c4

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