Create a Revolut Business draft payment from a new Zoho Books bill
Apps used in template
About
Use this template to create a Revolut Business draft payment when a Zoho Books bill is created.
The setup of the template assumes you have your vendor data stored in a Google Sheets sheet. Your sheet has to include these columns: Name of the vendor 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 sheet 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.
Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.
Appends a new row to the bottom of the table.
Adds a new sheet.
Adds an attachment to a bill.
Adds an attachment to a sales order.
Adds an attachment to an invoice.
Clears a specified range of values from a spreadsheet.
Cleares a specific cell.
Clears values from a specific row.
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