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 Drive
Trigger: Watch All Files
Billabex
Action: Select an action
1. Select a trigger
  • Triggers when a file is created or modified.

  • Triggers when a comment is created or updated on a selected file.

  • Triggers when a file is created or modified in a selected folder.

  • Triggers when a new folder is created or modified.

  • Triggers when a new shared drive is created.

2. Select an action
  • Adds a new contact to the specified account.

  • Creates a new account for the specified organization.

  • Creates a new credit note with an attached PDF or image.

  • Creates a new invoice with an attached PDF or image.

  • Performs an arbitrary authorized API call.

  • Pauses automated payment follow-up (follow-up emails) for a customer account. The account keeps its outstanding balance but stops receiving reminders until resumed.

  • Resumes automated payment follow-up (follow-up emails) for a customer account previously paused.

  • Updates the refunded amount on a specific credit note.

  • Updates the paid amount on a specific invoice.

Select a trigger and an action

Create workflow (opens in a new tab)