Create Airtable records from Zoho Invoices
Apps used in template
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Every time a new invoice is created on Zoho Invoice, Make will automatically create a new Airtable record. For the proper work of this scenario you can use our example table.
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The Google Sheets module checks for matches between the sender’s email address and the list of client email addresses. If a match is found, the label client_mailbox
is added to the email. More information here.
When a Slack message is sent in a specified channel, the scenario checks the Google sheet with addresses. If it’s already there, it does nothing. But if it’s not there, the scenario adds the new email to the list. More information here.
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.
Creates a contact with given information.
Creates a contact person for contact.
Creates a new credit note.
Creates a new expense category.
Creates a new payment.
Creates a new price list.
Creates a new project.
Creates a new record in Airtable.
Creates a new recurring expense.
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