Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Parsio
Trigger: Watch Attachments
InvoiceBerry
Action: Select an action
1. Select a trigger
  • Triggers when a new email attachment is received.

  • Triggers when a document is parsed.

  • Triggers when a document is parsed. Table fields are flattened (passed as columns).

  • Triggers when a particular table is parsed. Provides parsed table rows without other mailbox fields.

2. Select an action
  • Creates a client for a specific user.

  • Creates an expense for a specific user

  • Creates an invoice for a specific user.

  • Creates an item for a specific invoice

  • Returns client details for a specific user.

  • Returns an invoice for a specific user.

Select a trigger and an action

Create workflow (opens in a new tab)