K Factors + OfficeGuy/SUMIT Integrations
How to connect K Factors + OfficeGuy/SUMIT
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Widget id
Choosing a widget will trigger on all new notifications on that widget.
Try ItWidget idRequired
DataRequired
Enter key-value pair (ex.: name: Joe Doe)
Mailing ListRequired
Email AddressRequired
Name
FolderRequired
Card folder, can be either application folder name, or numeric folder identifier.
Widget idRequired
From date
To date
FolderRequired
View
Selecting a filtered view, will cause triggers to be fired only for cards fulfilling the view filters.
TypeRequired
Try ItMailing ListRequired
Phone NumberRequired
Name
Document TypeRequired
Document Language
Document Currency
Document Description
Save Document as Draft
Custom VAT Rate
Use this to specify custom VAT rate (such as 0 for document without VAT).
Recipient Email Address
Email the Original Document
Send Document as Payment Request
Setting this to yes, will send a payment request email, instead of the default document email. Please note this requires Credit Card/PayPal applications to be active on OfficeGuy.
Customer Name
Customer Email Address
Use Existing Customers
Item Name
Irrelevant for receipts / donation receipts.
Use Existing Items
Item Quantity
Item quantity Irrelevant for receipts / donation receipts.
Item Unit Price (ILS)
Irrelevant for receipts / donation receipts.
Item Unit Price (DocCurrency)
Item Price Includes VAT
Irrelevant for receipts / donation receipts.
Payment Amount (ILS)
Relevant only for receipts.
Payment Amount (DocCurrency)
Payment - Last Card Digits
Payment - Custom Type
Payment - Other Description
How K Factors + OfficeGuy/SUMIT Integrations Work
- Step 1: Authenticate K Factors and OfficeGuy/SUMIT.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About K Factors
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About OfficeGuy/SUMIT
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