Create a purchase order and a Revolut draft payment when Zoho inventory falls below certain level
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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. 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. 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.
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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.
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Generates bundles with their own structure.
Composes a string for easier mapping of scenarios.
Converts a text from one codepage to another.
Creates a contact with given information.
Creates a contact person for contact.
Creates a new package.
Creates a new purchase order.
Creates a new record in Airtable.
Creates a new sales order in Zoho Inventory.
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