Google Drive + Holded
Upload new Holded sales invoices to Google Drive as files
Stay organized and efficient with this workflow. Whenever you create a new sales invoice in Holded, it instantly saves a copy to Google Drive. This allows for streamlined tracking and easy access to your important sales documents. Ensure your sales records are always up-to-date and securely stored with this seamless process.
Stay organized and efficient with this workflow. Whenever you create a new sales invoice in Holded, it instantly saves a copy to Google Drive. This allows for streamlined tracking and easy access to your important sales documents. Ensure your sales records are always up-to-date and securely stored with this seamless process.
- When this happens...New Sales Invoice
Triggers when a new sales invoice is created
- automatically do this!Upload File
Triggers when any new file is added (inside of any folder).
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New Contact
Triggers when a new contact is created
Try ItNew Sales Invoice
Triggers when a new sales invoice is created
Try ItNew Sales Order
Triggers when a new sales order is created
Try ItContact NameRequired
Contact Code
Contact Relationship
Contact type
Contact Email
Phone Number
Mobile Phone
Website
Address
City
Postal Code
Province
Country
IBAN
Swift
Sepa Reference
Note
Currency
Language
Tags
New Deal
Triggers when a new CRM Deal is created
Try ItNew Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItNew Sales Receipt
Triggers when a new sales receipt has been created
Try ItContact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
Notes
DateRequired
Name
Units
SKU
Subtotal
Discount (%)
Tax Rate (%)
Taxes
Document Number
Currency
Tags
