Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Google Sheets
Trigger: Perform a Function
B33
Action: Select an action
1. Select a trigger
  • Receives data from the MAKE_FUNCTION or INTEGROMAT functions used in a sheet. Please note, the Sheets Add-On is required.

  • Triggers when a cell is updated. Watches only changes made in Google Sheet app. Sheets Add-On required.

  • Triggers when a new row is added.

2. Select an action
  • Creates a new a customer record in the system with complete business and a contact information

  • Create invoice

  • Create invoice lies for invoices

  • Create new payment, payment method is set as Bank Transfer

  • Soft Delete a customer. Sets status to cancelled. Only customers without invoices or payments can be deleted.

  • Soft delete an invoice. Sets status to cancelled. Only invoices in status new can be deleted

  • Only an invoice line for an invoice in status new can be deleted

  • Only payments in Status New can be deleted

  • Get full customer details

  • Update Customer

  • Update Invoice - Only invoices in status NEW can be updated

  • Update the existing Invoice Line. Only invoices in status new can be edited!

  • Only payments in status New can be updated. Payments in status Open or Ongoing can process invoice application

Select a trigger and an action

Create workflow (opens in a new tab)