Create spreadsheet rows in Google Sheets for every finalised invoice in Ezus
Streamline your financial document management with this effective workflow. When an invoice is finalized in Ezus, a new row will be immediately added in your Google Sheets. This process not only saves you time and effort, but also ensures all your finalized invoices are consistently organized and readily accessible in one place. Enhance your productivity by letting this workflow handle the manual task of data entry for you.
Streamline your financial document management with this effective workflow. When an invoice is finalized in Ezus, a new row will be immediately added in your Google Sheets. This process not only saves you time and effort, but also ensures all your finalized invoices are consistently organized and readily accessible in one place. Enhance your productivity by letting this workflow handle the manual task of data entry for you.
- When this happens...Invoice Is Finalised
Triggers when an invoice is finalized (its stage goes from draft to completed).
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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New Client
Triggers when a new client is created.
Try ItInvoice Is Finalised
Triggers when an invoice is finalized (its stage goes from draft to completed).
Try ItNew Project Created
Triggers when the project created event is created.
Try ItReference
Name of clientRequired
Website
Contact
Address
Custom Fields
Type
Client Is Updated
Triggers when a client is updated
Try ItNew Supplier Invoice
Triggers when a file is added to a supplier invoice.
Try ItProject Is Updated
Triggers when a project is updated. This event is triggered only by specific fields within projects, including: info_title, info_stage, info_notes, info_number, currency, sales_manager, and projects_manager.
Try ItSupplier Reference
Name of the supplier.
Website of the supplier
Max capacity
Owner Email
Type of supplier as defined in Ezus
Contact information
Supplier address
Custom Fields