Thanks to the Ezus x Zapier integration, you can automate the sending of your invoices to your Drive as soon as you finalise an invoice in Ezus.
To find out more about how Ezus integrates with Zapier, read this article
1. Click on 'Trigger'
2. Search for 'Ezus'
3. Choose Ezus
4. Click on Event
5. Click on Invoice Is Finalised
This means that every time you finalise an invoice this action will be triggered
6. Click on Continue
7. Click on Choose
8. Click on Connect a new account
Or select your Ezus account if you have already integrated with Zapier.
9. Enter your API Key
10. Enter the email you use on Ezus
11. Enter the password you use on Ezus
12. Click on continue
13. Click on Test trigger
14. Click on Continue with selected record
Ceci est un exemple de la dernière facture que vous avez finalisé sur Ezus
15. Click on Google Drive
16. Click on Event
17. Click on Upload File
18. Click Continue
19. Connect your Google account and click on Continue
20. Choose the drive you'll send the invoice to
By default, this will be your personal Drive, which is not shared with your team.
21. Select the folder to send the invoice to
By default this will not be in a folder
22. Click on file
23. Chose Invoice URL
24. Click on File Name
25. Click on Invoice Number
This allows you to name the file after the invoice number entered in Ezus.
26. Click Continue
27. Test step
28. If you don't have an error message click on Publish
You can also go to your drive to check that the test has worked.
And that's it, the automation is in place - you've now saved precious time and you can make sure you don't forget to centralise your invoices on your drive!