Create Skhokho invoices from new Google Sheets rows
This automation allows for the creation of invoices in Skhokho when new Google Sheets rows are added. The automation has two action steps:
First action step - create the invoice record
The first step uses Skhokho create invoice method. This will create an invoice record from a new Google Sheets row. The invoice record returns a uniqueId that is used in the next step to create the invoice line items.
Second action step - add invoice line item/s
Invoice line items are the products and services that the client/customer is being charged for. To create a line item, the automation requires a title, price, and quantity of product or service. The returned uniqueId from step 1 is used to find the correct invoice to add the line items to.
Note: Each invoice requires an associated client or customer. A client name and email address must be provided in step 1 to proceed with this automation.
- When this happens...New Spreadsheet RowTriggers when a new row is added to the bottom of a spreadsheet.
- automatically do this...Create InvoiceCreate a new invoice on Skhokho with data provided.
- then do this!Create Invoice ItemsThis action can be used to create line items for your invoice object. First you need to create a new invoice and obtain the uniqueId from the response. Then use the uniqueId to add line items to the that invoice.
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