OffAlerts + OfficeGuy/SUMIT Integrations

How to connect OffAlerts + OfficeGuy/SUMIT

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Choose a Trigger
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Choose an Action
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Supported triggers and actions

What does this mean?
    • FolderRequired

    • View

      Selecting a filtered view, will cause triggers to be fired only for cards fulfilling the view filters.

    • TypeRequired

    Try It
    • Mailing 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

    • RecipientRequired

      Recipient phone number.

    • TextRequired

      SMS text.

    • DraftRequired

      Send SMS as draft instead of sending it.

    • Sender Number

      Sender phone number. Phone numbers must be verified on OfficeGuy before setting this. Leave this value empty for the default sender specified on OfficeGuy.


How OffAlerts + OfficeGuy/SUMIT Integrations Work

  1. Step 1: Authenticate OffAlerts and OfficeGuy/SUMIT.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About OffAlerts

Uptime Monitors & Status Pages. Get Immediate Email, SMS and Push Notifications (Off Alerts) When Your Website Or App Is Offline.

Related categories

  • Developer Tools
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About OfficeGuy/SUMIT

OfficeGuy is a comprehensive system for planning, management and execution for the self-employed, non-profit organizations and business organizations.

Related categories

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