Google Sheets + Ponto
Create top rows in Google Sheets for new transactions in Ponto
Keep your financial records up-to-date with this workflow. When a new transaction occurs in Ponto, a corresponding row will be added at the top of your chosen Google Sheets spreadsheet. This ensures your financial information is always readily available and organized, making accounting tasks easier and more efficient.
Keep your financial records up-to-date with this workflow. When a new transaction occurs in Ponto, a corresponding row will be added at the top of your chosen Google Sheets spreadsheet. This ensures your financial information is always readily available and organized, making accounting tasks easier and more efficient.
- When this happens...New Transaction
Triggers when an account has a new transaction.
- automatically do this!Create Spreadsheet Row at Top
Creates a new spreadsheet row at the top of a spreadsheet (after the header 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
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Trigger column
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