QuoteMachine integration with Google Drive
How to Upload QuoteMachine invoices in PDF to Google Drive
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 "Upload QuoteMachine invoices in PDF to Google Drive" 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 QuoteMachine integrations
QuoteMachine actions
Nekton can use any feature that is available in QuoteMachine API.
Using our advanced AI, you can easily create custom automations for QuoteMachine.
Here are some typical actions you can do in your automated workflows.
Create an Organization
Create an organization (contact)
Find a Contact
Search for a contact.
Create a Person
Create a person (contact)
Contact Created
Triggers when an contact is created.
Contact Updated
Triggers when an contact is updated.
Invoice Payment Transaction Updated
Triggers when an invoice is updated (received and then captured or declined).
About QuoteMachine
QuoteMachine is online quotes and invoices that help you sell and get paid.