Create FreshBooks clients from new rows in Microsoft 365 Excel

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Apps used in template

Microsoft 365 Excel

FreshBooks

About

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 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 Table

Adds a new table.

Action

Add a Table Column

Adds a new table column.

Action

Add a Table Row

Adds a new table row.

Action

Add a Worksheet

Adds a new worksheet to a workbook.

Action

Add a Worksheet Row

Adds a new worksheet row.

Action

Create a Client

Creates a client.

Action

Create a Service

Creates a service.

Action

Create an Estimate

Creates estimates.

Action

Create an Expense

Creates a new expense. Allows to attach a file to the expense.

Action

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