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.

Brevo
Trigger: New Event
FreeFinance v2
Action: Select an action
1. Select a trigger
  • Triggers when a new email event occurs.

  • Triggers when a new contact is created.

  • Triggers when a new email campaign is created.

  • Triggers when a new folder is created.

  • Triggers when a new list is created.

2. Select an action
  • Creates a new credit memo using the INV API.

  • Creates a new customer in FreeFinance.

  • Creates a new payment for an outgoing invoice in FreeFinance using the CBI API.

  • Creates a new payment for an outgoing invoice in FreeFinance using the INV API.

  • Creates a new outgoing invoice in FreeFinance using the CBI API.

  • Creates a new finalized outgoing invoice in FreeFinance using the INV API.

  • Creates a new bank statement with optional lines in FreeFinance.

  • Gets a customer by 'customer_number' and allows input of necessary mappings regarding accounts and tax class entries, which are necessary for i.e. creating invoices.

  • Performs an arbitrary authorized API call.

  • Updates an existing customer with a specific customer number with new values. Pre-existing values must be resupllied else they will be discarded.

  • Creates a new document in the staging folder and uploads a base64-encoded file.

Select a trigger and an action

Create workflow (opens in a new tab)