Integrations · Workflow guide
mTrip + Zapier: automate your travel agency workflows
The mTrip Zapier integration connects your travel tools to mTrip: an event in another app can create a trip, add a traveler, remove a trip, or send a message through the mobile app — no more re-typing the same booking twice.
Your team keeps using its familiar CRM, booking platform, or intake form. mTrip brings the traveler experience together through an itinerary builder and branded mobile app, and Zapier connects the specific steps between them.
How does the mTrip Zapier integration work?
Zapier connects applications through automated workflows called Zaps. A Zap starts with a trigger — a confirmed booking, a submitted form, a CRM stage change — then performs an action in another app. For mTrip, you pick a supported action and map the fields it needs from your source system.
Setting up a connection does not automatically transfer every field or keep both systems synchronized — your source app must expose the exact event and data the mTrip action needs.
What can you automate with mTrip and Zapier?
mTrip’s Zapier connection supports four types of action. Start with the one that removes a recurring task from your team’s day.
- Create a trip — use an event in your CRM, booking tool, form, or spreadsheet. Check the available fields before deciding which itinerary details the workflow will include.
- Add a traveler — create a traveler profile from information already collected through a form or CRM.
- Remove a trip — connect a cancellation event to the removal of the corresponding trip. Test how the workflow identifies the right trip before enabling it for live bookings.
- Send a message — trigger a personalized message through the mTrip mobile app from an event in a connected tool. Confirm recipient, content, and delivery in a test first.
Three travel workflow automations to start with
These examples are starting points for travel agencies, tour operators, and TMCs. Each depends on the triggers, fields, and actions available in your connected accounts.
01 / Bookings
Turn a confirmed booking into a trip
Your team records a confirmed booking in one system, then re-creates the same trip in mTrip by hand.
- Trigger trip creation from a booking-confirmation event, then check the result in the itinerary builder.
- Confirm your booking platform exposes that event first — creating a trip does not guarantee a complete itinerary with every flight, hotel, and activity.
02 / Travelers
Create a traveler from an intake form
A traveler submits their details, and your team copies them into another system by hand.
- Match the form’s fields to the mTrip action so the traveler profile is created automatically.
- Test what happens on a duplicate submission before expanding the workflow, to avoid duplicate profiles.
03 / Messages
Send a reminder from a connected tool
Your team sends the same type of reminder by hand every time a booking reaches a particular stage.
- Trigger the message from an event in your CRM or another connected app.
- Test delivery with a sample recipient first, to confirm the message reaches the intended traveler.
Start here
- Choose one task your team repeats often — creating a traveler from a form is a common first step. Test it end to end, check the result in mTrip, then build from there.
How to connect mTrip to Zapier
Five steps take a workflow from idea to a running Zap.
For general setup concepts, see Zapier’s guide to how its automation platform works. For help with your mTrip connection, contact our team.
Common questions about mTrip and Zapier
Do I need a developer?
Zapier lets you configure workflows without writing code. You still need to connect the accounts, choose supported events and actions, map fields, and test the result. Ask mTrip for help if your source data or workflow needs a more specific setup.
Can I connect my CRM or booking platform?
It depends on that platform’s Zapier integration. An app being listed in Zapier does not mean it exposes every event or field. Check the exact trigger and data you need before building the workflow.
Does Zapier keep traveler profiles synchronized in both directions?
The actions described here include creating travelers, not a general two-way profile sync. Do not assume later changes in your CRM will update an existing mTrip profile. Confirm your update requirements with mTrip before designing that workflow.
Will the automation run instantly?
Timing depends on the source app’s trigger and your Zapier configuration. Test the workflow’s timing before relying on it for a time-sensitive traveler message.
Does Zapier replace the mTrip itinerary builder?
No. Zapier connects a step in another system to an action in mTrip. Your team still uses the itinerary builder to review and enrich the trip, then delivers the traveler experience through mTrip.
Which task would you like to stop repeating?