Google Sheets integration with Paygee
How to Create customers in Paygee from new rows in Google Sheets
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create customers in Paygee from new rows in Google Sheets" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Paygee integrations
Paygee actions
Nekton can use any feature that is available in Paygee API.
Using our advanced AI, you can easily create custom automations for Paygee.
Here are some typical actions you can do in your automated workflows.
New Customer
Creates a new customer in state 'lead'. Make sure to use a valid international phone number format.
Approve Customer
Changes customer state to 'approved'. Returns an error in case customer is not in state 'applied'
Find Customer
Find a customer by ID
Customer State Change
Triggers when a customer state changes.
Sales Case State Change
Triggers when a Sales Case changes state. e.g. 'dp_paid' for down payment paid.
Loan State Change
Triggers when a loan state changes. As well triggers for events that don't change state on server side but could be interesting to set up a custom workflow, e.g. 'days_late' will get triggered at least once a day when the loan has delays in payment. How many days late is included in the payload as field 'days_late'. An example workflow that should be triggered on 5 days late, would filter on state='days_late' AND payload.days_late='5'.
About Paygee
Paygee is the go-to solution for any business in need of a totally integrated PAYG (Pay-As-You-Go) platform. The hardware agnostic software suite allows for remote access and control of PAYG products, minimizes operational costs and empowers sales forces.