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Create Skhokho quotes from new Google Sheets rows
This automation will create a Skhokho quote whenever a new Google Sheets row is added with the correct information. The automation has two steps: (1) A step that creates the quote record (2) A step that adds products and services to the quote.
Note: The required information includes (1) A client/customer record (this can be a new or existing client). The Google Sheets row must contain this information. Minimum required for client record is the client name and email address. (2) Products and services that will be added to the quote. At minimum the name, price, and quantity is required.
- When this happens...New Spreadsheet RowTriggers when a new row is added to the bottom of a spreadsheet.
- automatically do this...Create QuoteCreate a new quote record on Skhokho with data provided.
- then do this!Create Quote ItemsThis action can be used to create line items for your quote object. First you need to create a new quote and obtain the uniqueId from the response. Then use the uniqueId to add line items to the quote.
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ActionWrite
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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