OffAlerts + OfficeGuy/SUMIT Integrations
How to connect OffAlerts + OfficeGuy/SUMIT
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Monitor id
Choosing a monitor will trigger on all new events on that monitor.
Try ItMailing ListRequired
Email AddressRequired
Name
FolderRequired
Card folder, can be either application folder name, or numeric folder identifier.
Folder
Card folder, can be either application folder name, or numeric folder identifier.
Card IdentifierRequired
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
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
- Step 1: Authenticate OffAlerts 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 OffAlerts
Related categories
About OfficeGuy/SUMIT
Related categories
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