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.

Microsoft 365 Email (Outlook)
Trigger: Watch Emails
InvoiceBerry
Action: Select an action
1. Select a trigger
  • Triggers when a new email is sent or received.

  • Triggers when a new email is sent or received.

2. Select an action
  • Creates a client for a specific user.

  • Creates an expense for a specific user

  • Creates an invoice for a specific user.

  • Creates an item for a specific invoice

  • Returns client details for a specific user.

  • Returns an invoice for a specific user.

Select a trigger and an action

Create workflow (opens in a new tab)