Create a Revolut Business draft payment from a new Zoho Books bill

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Get this template

Apps used in template

Zoho Books

Google Sheets

Revolut Business

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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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.

Add a Conditional Format Rule

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

Action

Add a Row

Appends a new row to the bottom of the table.

Action

Add a Sheet

Adds a new sheet.

Action

Add an Attachment to a Bill

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Action

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Action

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Adds an attachment to an invoice.

Action

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Action

Clear a Cell

Cleares a specific cell.

Action

Clear a Row

Clears values from a specific row.

Action

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