Create FreshBooks clients from new rows in Microsoft 365 Excel
Create FreshBooks clients from new rows in Microsoft 365 Excel
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Every time a new row in Microsoft 365 Excel is created, Make will create a FreshBooks client out of it. To make sure the scenario works fine check if your Worksheet corresponds to this (example)[https://dnu-my.sharepoint.com/:x:/g/personal/ivanov_d_donnu_edu_ua1/ES9VSWoPRF9Ku3JhmuiFXeMBcmgcFIFoqhbzHKM6KSCqdA?e=GjAldp].
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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 new table.
Adds a new table column.
Adds a new table row.
Adds a new worksheet to a workbook.
Adds a new worksheet row.
Creates a client.
Creates a service.
Creates estimates.
Creates a new expense. Allows to attach a file to the expense.
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