Run my Accounts integration with Formatter by Nekton
How to Update Commissionly opportunities with new Run My Accounts invoices
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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Update Commissionly opportunities with new Run My Accounts invoices" and then click on "Automate".
-
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 Run my Accounts integrations
Run my Accounts actions
Nekton can use any feature that is available in Run my Accounts API.
Using our advanced AI, you can easily create custom automations for Run my Accounts.
Here are some typical actions you can do in your automated workflows.
Create AP Invoice With Line Items
Creates an Accounts Receivable Invoice with Line Items
Create Customer
Create new customer.
Create AR Invoice
A new accounts receivables invoice with one part and full customer information.
Create AR Payment
Creates a payment for an AR position. Please never use to book an account that is connected to a live bank feed - double entries could create chaos...
Create AR Transaction
New accounts receivable transaction with full customer information.
Create AP Payments With Line Items
Creates AP payments with multiple items
About Run my Accounts
Bookkeeping service for Swiss SME. Scan your documents and you are done.