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.
- When this happens...New Spreadsheet RowTriggers when a new row is added to the bottom of a spreadsheet.
- automatically do this...Create QuoteCreate a new quote record on Skhokho with data provided.
- then do this!Create Quote ItemsThis 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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More things you can do with Google Sheets and Skhokho
Discover other triggers and actions you can use with Google Sheets and Skhokho
- Dont_change_sheet_structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerPolling- Drive
Try ItTriggerPolling- Dont_change_sheet_structure
- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerInstant- Drive
- SpreadsheetRequired
Try ItTriggerPolling
- Dont_change_sheet_structure
- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerInstant- Dont_change_sheet_structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerPolling- Dont_change_sheet_structure
- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerInstant- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column_nameRequired
- Index
ActionWrite
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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