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.
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