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Create a purchase order and a Revolut draft payment when Zoho inventory falls below certain level

Use this template to create a purchase order from a Google Docs template, send it over in an Email and create a Revolut Business draft payment when Zoho inventory reaches a certain level. The Make template works with this Google Docs [purchase order template](https://docs.google.com/document/d/1TnppGiTfU1DkIDrm3HS7oOJ0NIv7yTMBC9uiKgmnkEM/edit?usp=sharing). You can create your own Google Docs template - use {{ }} brackets for the text you want to replace with items from Airtable fields (more on that below). The setup of the template assumes you have your supplier data stored in an Airtable table. If you're using above linked Google Docs template your Airtable table has to include these fields: Name of the supplier (First name and Last name if the supplier is an individual), Supplier's email address, Supplier's address (separate fields for Street address, City and Postal Code), Quantity you want to purchase, Zoho Inventory item ID and payment details. To see which details are required to create a Revolut draft payment depending on the country, click [here](https://developer.revolut.com/docs/build-banking-apps/#tutorials-tutorials-work-with-draft-payments-international-payments). For example, if you're creating a payment to the United Kingdom, your Airtable table needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.

Send documents to sign via DocuSign from new records in Airtable

This template periodically checks for new records in Airtable and uses the retrieved information to send a document retrieved from Google Drive to sing via DocuSign. Your Airtable table should have at least these columns: 1) Name 2) Email 3) Last Modified The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

Upload completed DocuSign document to Dropbox

Every time a document status is changed to Completed in DocuSign, the document will be uploaded to Dropbox.

Send a document to sign via DocuSign from new form response in Typeform

Every time a new response is submitted in Typeform, a Google Drive document will be send to sign via DocuSign. This template expects your Typeform form to collect the following fields: 1. Name 2. Email

Update envelope status of DocuSign document in a Google Sheets spreadsheet

This template periodically checks for documents status in DocuSign and uses the retrieved information to update the corresponding record in a Google Sheets spreadsheet. The template is using [this sample](https://docs.google.com/spreadsheets/d/17duV_jKnh8If9N4xZjQ3zLuasyUUyBy_fef5kxiD4OY/edit?usp=sharing) Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

Send a Slack message from DocuSign envelope status change

Every time a new event occurs in DocuSign, a Slack message will be sent immediately.

Update a Notion database when Revolut Business draft payments are processed

Every time a Revolut Business draft payment is processed, Make will automatically update a Notion database. The template works with the Notion property (the one that gets updated) named 'Processed', of type Checkbox. The template is supposed to be used as an extension in combination with this [template](https://www.Make.com/en/integration/6329-add-revolut-business-draft-payments-to-notion).

Add Revolut Business draft payments to Notion

Every time a new Revolut Business draft payment is created, Make will automatically add it to Notion as a new database item. You can use it in combination with this [template](https://www.Make.com/en/integration/6330-update-a-notion-database-when-revolut-business-draft-payments-are-processed). It updates the database item once the payment is processed.

Add Revolut Business draft payments to Microsoft 365 Excel

Every time a new Revolut Business draft payment is created, Make will automatically add it to Microsoft 365 Excel as a new worksheet row. Your Microsoft 365 Excel worksheet has to contain headers (at least 5 to see the template's default settings).