Google Sheets + Paygee + Google Drive
Find Google Drive files and create Google Sheets rows for new loan status changes in Paygee
Need any analytics or track record of loan accounts based on repayment behavior? This automation will find your designated loan tracking file in your Google Drive and create a Google Sheets row whenever your customer's loan account status changes in Paygee.
Need any analytics or track record of loan accounts based on repayment behavior? This automation will find your designated loan tracking file in your Google Drive and create a Google Sheets row whenever your customer's loan account status changes in Paygee.
- When this happens...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'.
- automatically do this...Find a File
Search for a specific file by name.
- then do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Customer State Change
Triggers when a customer state changes.
Try ItSales Case State Change
Triggers when a Sales Case changes state. e.g. 'dp_paid' for down payment paid.
Try ItCustomer NameRequired
Customer Phone NumberRequired
Drive
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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'.
Try ItCustomer IDRequired
Customer IDRequired
Drive
Folder
Try It
