Google Sheets integration with Skhokho
How to Create Skhokho quotes from new Google Sheets 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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create Skhokho quotes from new Google Sheets rows" 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 Skhokho integrations
Skhokho actions
Nekton can use any feature that is available in Skhokho API.
Using our advanced AI, you can easily create custom automations for Skhokho.
Here are some typical actions you can do in your automated workflows.
Create Account
Create a new financial account on Skhokho with data provided.
Create Contact
Create a new contact profile on Skhokho with data provided.
Create Hustle
Creates a new hustle on Skhokho CRM App with data provided.
Create Invoice Items
This action can be used to create line items for your invoice object. First you need to create a new invoice and obtain the uniqueId from the response. Then use the uniqueId to add line items to the that invoice.
Create Project
An action to create a project record on Skhokho.
Create Quote Items
This action can be used to create line items for your quote object. First you need to create a new quote and obtain the uniqueId from the response. Then use the uniqueId to add line items to the quote.
About Skhokho
Skhokho Business Management Software, HRMS, Sales and CRM, OKR, Accounting Software, Project Management Software, Meeting Software, Notes Software