Creating invoice in Plutio

[asavage]

Is there a step-by-step flow of how to create an invoice in Plutio? I have a google sheet with - Customer name, email, phone and website and I'd like to send the customer an invoice automatically when I get a new row on the google sheet. The invoice is already a template in plutio.

 

[Pabblymember11]

Hey @asavage

Currently, we do not have the action event with "Create Invoice with Template" on the platform. So we would request you to post the query to add the action event of Plutio here - https://pabbly.hellonext.co/

Thanks!

 

[Hermes]

Hi @asavage I hope this workflow will help. I created it along time ago, so nowadays it can be easier set up using "Custom API Requests" but this should help you: https://demo.heradiensten.nl/s/share/6269463/g18kexfvi83ohh9g0fny

 

[Pabblymember11]

Hey @asavage

As per your concern, we have added the action event of "Create Invoice with Template" of Plutio. Kindly try this at your end and let us know how it works for you.

Thanks!.