Re-Leased integration with Microsoft Excel
How to Add new Re-Leased invoices to Microsoft Excel rows
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 "Add new Re-Leased invoices to Microsoft Excel rows" 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 Re-Leased integrations
Re-Leased actions
Nekton can use any feature that is available in Re-Leased API.
Using our advanced AI, you can easily create custom automations for Re-Leased.
Here are some typical actions you can do in your automated workflows.
Create Credit Note Allocation
Allocates an amount of available credit to an invoice in Re-Leased.
Create Income Invoice Payment
Creates a payment against an income invoice in Re-Leased.
Retrieve Invoices
Retrieves invoices from Re-Leased.
Create Expense Invoice Payment
Creates a payment against an expense invoice in Re-Leased.
Update Invoice Status
Updates the status of an invoice.
Inspection Completed
Triggers when an inspection is completed in Re-Leased.
About Re-Leased
Re-Leased property software is a complete cloud-based property management and accounting solution.