Zapier is a tool used to connect softwares together. Connections are built from a Trigger (an event that causes something to happen), and an Action (the thing that happens).
You can set up the following Triggers and Actions with Receipt Bank on Zapier:
Triggers:
Actions:
Triggers:
Triggers are events that start a Zap. Once the trigger event has occurred, the action will take place.
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New Processed Receipt
Event:
Receive a notification whenever a certain number of newly-processed items have been uploaded to an account on Receipt Bank
Example:
Receive a Gmail notification (email) after 10 new items have been uploaded to a Receipt Bank account
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New Exported Receipt
Event:
Export specific data from items that have been uploaded to a Receipt Bank account
Example:
Export the Submitter, Supplier, Total Value and Date (other fields of data are also available) of all submitted items to an Excel spreadsheet after they’ve been uploaded to Receipt Bank
Actions:
Actions are what’s affected after a Zap happens. Once the trigger event has occurred, the action will take place.
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Create New Client Account
Event:
Create a new Client Account whenever the trigger event takes place
Example:
Simplify adding new clients to Receipt Bank by creating a Google Form/Typeform that - whenever the form is completed - creates a new client account and invites any account users.
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Submit Receipts
Event:
Upload images from a folder or database
Example:
Upload items to Google Drive and they’ll automatically be uploaded to Receipt Bank.
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Schedule Notifications
Note: you need a Zapier Premium account to use this action
Event:
Schedule a notification that details the number of new items processed by Receipt Bank in a specific time period
Example:
Every 3 hours of the working day, my team receives a Slack notification detailing how many new items have been processed by Receipt Bank.
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