Automated Revolut payment drafts from Airtable database with a Slack notification
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Retrieve payment transfer information from Airtable, create a Revolut draft payment and send a Slack notification.
Your Airtable table has to include the following fields: Name of the recipient (First name and Last name if it's an individual), Amount, Payment date (field of type Date), Payment reference and payment details. There also needs to be a field of type 'Created time' or 'Last modified time' (both populated automatically) for Make to register new or updated records.
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.
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.
Adds a reaction to an item.
Adds a star to a channel.
Archives a channel.
Completes a reminder.
Creates a channel.
Creates a draft payment.
Creates a message.
Creates a new record in Airtable.
Creates a reminder.
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