We are building a sales app. We are looking to build a system to send Invoices to our clients through app. Please help.

You can take help of zapier integration with pdf creation tool. [image] PDF.co Integrations | Connect Your Apps with Zapier Instantly connect PDF.co with the apps you use everyday. PDF.co integrates with 2,000 other apps on Zapier - it's the easiest way to automate your work.

Zapier will be a problem because we have more than 12 unique value to export.

Google sheets have quite a few extensions that help create documents/invoices… You could try those. Add a trigger on sheets to generate the invoice which is then accessible through the app.

Hi @Adviuz Your question is quite vague “please help” so it’s difficult to understand what specific help you need? We are probably all going to be guessing what help you need, so tell us :thinking: What work or research have you done so far to build this in your app yourself? What is your preferred method of invoice creation? Word, pdf etc etc? How many data fields are there? Perhaps you best route is glide experts [image] Experts • Glide Glide Experts can help launch your app today.

What is your preferred method of invoice creation? Word, pdf etc etc? It should be PDF. System should be in such a way when we click generate invoice in app, it should send pdf copy to client and also save a copy in Google Drive How many data fields are there? 27

They are many options to tackle this, here is one suggestion So you could get zapier to look for new rows on your google sheet (rather than use the zapier trigger in glide which limits to 12 items) Create a new pdf using something like https://www.pdfmonkey.io/ Send the final pdf to email and save it somewhere using zapier There is likely to be a cost involved so you need to research this further. As mentioned above if you feel confident enough look into using integromat as opposed to zapier for your automation. [image] Integromat Integromat is an easy to use, powerful tool with unique features for automating manual processes. Connect your favorite apps, services and devices with each other without having any programming skills.

You can also use this method but instead of converting to a text just use the email column. [image] Free push notifications Workaround Community Resources I have a solution for PUSH NOTIFICATIONS. It works with IOS and ANDROID. It is quick and has ZERO cost to everyone. You can do this in your google sheet or a separate sheet that is linked to your original (I used 4 linked sheets, I’ll explain later). 1st you setup on your sheet a variable or value you are wanting to trigger the notification. This data will need a VLOOKUP formula to link to the person you want notified’s phone number and phone carrier, so when the vlaue on the sheet is found usin…

Looking to create Invoice

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Drearystate February 8, 2021, 7:39pm 9

You can also use this method but instead of converting to a text just use the email column.

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Looking to create Invoice

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