OfficeGuy/SUMIT Integrations
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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.
Mailing 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
Card folder, can be either application folder name, or numeric folder identifier.
Entity IdentifierRequired
Entity to update.
About OfficeGuy/SUMIT
OfficeGuy is a comprehensive system for planning, management and execution for the self-employed, non-profit organizations and business organizations.
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