Google Sheets + Optix
Create spreadsheet rows in Google Sheets for new invoice payments in Optix
Easily track and document your Optix invoice payments with this efficient workflow. When a new invoice payment is received in Optix, a row will be created in Google Sheets, ensuring you have an up-to-date and organized record of all transactions. This automation process not only simplifies your financial operations but also provides a transparent view of your payment history.
Easily track and document your Optix invoice payments with this efficient workflow. When a new invoice payment is received in Optix, a row will be created in Google Sheets, ensuring you have an up-to-date and organized record of all transactions. This automation process not only simplifies your financial operations but also provides a transparent view of your payment history.
- When this happens...New Invoice Payment
Triggers when a member pays an invoice.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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