Ponto + SQL Server
Create new rows in SQL Server for new transactions in Ponto
When a new transaction is recorded in the Ponto app, this workflow updates your SQL Server with a new row instantly. This way, you can keep your database up-to-date with your financial information without having to manually input each transaction. It streamlines your financial data management, saving you effort and ensuring accuracy.
When a new transaction is recorded in the Ponto app, this workflow updates your SQL Server with a new row instantly. This way, you can keep your database up-to-date with your financial information without having to manually input each transaction. It streamlines your financial data management, saving you effort and ensuring accuracy.
- When this happens...New Transaction
Triggers when an account has a new transaction.
- automatically do this!New Row
Triggers when you add a new row.
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AccountRequired
Balance TypeRequired
Try ItAccountRequired
Remittance Information
Remittance Information Type
Requested Execution Date
CurrencyRequired
AmountRequired
Creditor NameRequired
Creditor Account ReferenceRequired
Creditor Account Reference TypeRequired
Creditor Agent
Creditor Agent Type
Table/ViewRequired
Order By
Dedupe Key
Try ItNew Table
Triggers when you add a new table.
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