An example on how to build a new EzzyBills workflow

In this page, we will show you an example to build a new EzzyBills Workflow, which is

An example custom workflow: Exporting to Google Drive

In this example, a Xero customer with a normal workflow wants EzzyBills to export invoice files to their Google Drive after exporting to Xero. They have already set up Google Drive connection to EzzyBills. Now they are following the instruction below to add a new workflow to their EzzyBills accounts.

1. Login to your EzzyBills account, then click  “Workflows” in the menu.

2. Click New Workflow.

3. Click on “Duplicate Existing Workflows” and choose the Active workflow from the drop-down list, then click Create.

4. You will be directed to the workflow details page. Click the Pen icon beside its name and rename the Workflow (eg. custom workflow), then click Rename.

5. Choose “Google Drive Export” from the tasks list on the left-hand side and drag-drop before Finish.

6. Connect the workflow components as shown on the screenshot below.

Use your computer mouse

• to delete a task: click on Trash Icon.
• you can drag and drop and put a task anywhere you want in the workflow figure.

7. When all components are connected, click Save or Save & Exit.

If there are any errors: click, hold & drag each task around to find any broken connections, and delete any un-used arrows and click Save again. It should fix the issue.

8. Click the drop-down arrow and choose “custom workflow” and click “set as Active WorkFlow“.

Step 8 is optional. For the this Google Drive Export example, you should do it. But for many other workflows, you may choose not to do this step; then this new workflow becomes a non-default workflow, which has a unique email address to upload invoices to it.