Create Skhokho quotes from new Google Sheets rows
This automation will create a Skhokho quote whenever a new Google Sheets row is added with the correct information. The automation has two steps: (1) A step that creates the quote record (2) A step that adds products and services to the quote.
This automation will create a Skhokho quote whenever a new Google Sheets row is added with the correct information. The automation has two steps: (1) A step that creates the quote record (2) A step that adds products and services to the quote.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this...Create Quote
Create a new quote record on Skhokho with data provided.
- then do this!Create Quote Items
This action can be used to create line items for your quote object. First you need to create a new quote and obtain the uniqueId from the response. Then use the uniqueId to add line items to the quote.
- Free forever for core features
- 14 day trial for premium features & apps
Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?