Invoices from a folder — straight into CRM deals

You drop an invoice in a folder, and the scenario reads it, creates the client and the deal in your CRM with line items and amounts, and archives a copy.

  • Watches a folder and picks up new invoices
  • Pulls out amounts, products and the buyer
  • Creates the client and deal in the CRM
  • Keeps a copy of the invoice in an archive
Google DriveSalesforceSalesforce
Set it upScriptera

How it works

To create Google Drive records from Nextcloud without manual input, use a ready-made scenario.

  1. Starts when: Google Drive Trigger
  2. Then: Download File From Google
  3. Then: Extract from File
  4. Then: Message a model
  5. Then: Create or update an account
  6. Then: Create an opportunity
  7. Then: Build SOQL
  8. Then: Query PricebookEntries
  9. Then: Code in JavaScript
  10. Then: Create Opportunity Line Items
  11. Then: Update File to One Drive

You can launch this Nextcloud + Google Drive integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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