11+ Accounting Templates

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Web Search Tasks with AI

app icon
When
Webhook
Do
Workflow step icon
Talk to AI
View Template

Automate Email Sending with Webhook Trigger

app icon
When
Webhook
Do
Workflow step icon
Send Mail
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Automate Xero Invoice Notifications and Contact Creation

trigger
app icon
When
Default app icon
ServeManager
Runs Every 15 Minutes
Do
Workflow step icon
Create a Contact
run_during_business_hours_or_days
Workflow step icon
Create an Xero Invoice
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Automate New User Registration Alerts for Admins

trigger
app icon
app icon
When
Default app icon
Google Sheets
Runs Every 5 Minutes
Do
Workflow step icon
Create a User
Workflow step icon
Send Mail
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Automate Daily Expense Threshold Checks

When
This cron expression schedules a job to run daily at 2 PM.
Do
expense_threshold_check
View Template

Automate Daily LinkedIn User Profile Retrieval

app icon
When
This cron expression schedules a job to run daily at 5 PM.
Do
ReturnTrueFunction
Workflow step icon
Get Profile Details
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Automate New Attachment Uploads to Google Drive Folders

trigger
app icon
When
Default app icon
Gmail
Runs Every 15 Minutes
Do
Workflow step icon
Upload a File
View Template

Automate Text 'Hello' Checker

trigger
When
Default app icon
Slack
Runs Every 15 Minutes
Do
IF
    • contains hello
      ReturnTrueFunction
      Add Step
Continue from here
View Template

Automate New File Uploads to Google Drive

trigger
app icon
When
Default app icon
Gmail
Runs Every 15 Minutes
Do
Workflow step icon
Upload a File
View Template

Automate Universal Sample Data Correction and Notification

app icon
app icon
app icon
When
Webhook
Do
getDataToProcessLength
IF
    • Universal Sample Data Present
      Workflow step icon
      TalktoAI
      getParsedAIResponse
      Add Step
Continue from here
universalSampleDataHandler
IF
    • USD or Missing Data
      Workflow step icon
      Update USD via Ai
      Parsed_UpdateUSDviaAI
      Add Step
    • Perform check
      Workflow step icon
      TalktoAI1
      Add Step
Continue from here
IF
    • USD or Update Success
      Workflow step icon
      SendMessage
      Add Step
    • Perform check1
      Workflow step icon
      GetActionVersionData
      Workflow step icon
      GetActionVersionCount
      GetActionVersionDataFunction
      CreateNewActionVersion
      metaDataToUpdate
      Workflow step icon
      UpdatearowForActionVersion
      Add Step
Continue from here
IF
    • Check array
      Workflow step icon
      GetActionDetails
      Workflow step icon
      SendMessage1
      Add Step
Continue from here
View Template