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Add a new record to Google Sheets about a new project in BeLazy and upload files to Google Drive

Add a new record to Google Sheets about a new project in BeLazy and upload files to Google Drive

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When a new project is approved, data of the project are stored in a Google Sheets spreadsheet and the files are uploaded to Google Drive. If the file is bigger than 50MB, the e-mail with the notification about this issue is sent to Gmail.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

BeLazy
Accept An Opportunity

Accepts an opportunity, which creates a project in BeLazy and begins transferring it to your BMS. Please note, that acceptance is an instantaneous process, however, project creation and transferring it to the BMS is an asynchronous process. This operation is applicable when you want to control what opportunities to accept or dismiss.

Action
BeLazy
Acknowledges Project

Acknowledges the successful processing of a project received from BeLazy. Projects not acknowledged will remain in the active project list.

Action
BeLazy
Add File To Workspace

Adds a file to a workspace. The file must already be uploaded; with this operation the file is added to the the workspace and its properties are set. If a file is already added to the workspace the properties of the file are set.

Action
Google Sheets
Add a Conditional Format Rule

Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.

Action
Google Sheets
Add a Row

Appends a new row to the bottom of the table.

Action
Google Sheets
Add a Sheet

Adds a new sheet.

Action
BeLazy
Add/Update Deliverable

Adds a new deliverable file to a project or updates the properties of an existing deliverable file. Adding the deliverable registers the deliverable file (but does not start the delivery process). This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.

Action
Google Sheets
Clear Values from a Range

Clears a specified range of values from a spreadsheet.

Action
BeLazy
Clear Vendor Of Project

Clears the vendor assigned to the project's pricing item in the BMS. As a result, BeLazy will try to remove this assignments in the origin system. This operation is applicable when using a REST Api BMS and project creation in the BMS has been acknowledged.

Action

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