Create Pipedrive notes about your Fio banka account movements
Apps used in template
About
Every time there is a new movement on your Fio banka account, Make will automatically create a note in Pipedrive and attach it to a specified Pipedrive deal.
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Retrieve payment transfer information from Google Sheets and create Revolut draft payments.
Your Google Sheets sheet has to include the following columns: Name of the recipient (First name and Last name if it's an individual), Amount, Payment date, Payment reference 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 Airtable table needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.
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 follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Cancels a recurring subscription.
Creates a deal.
Creates a lead.
Creates a note.
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