Create Insertion Order (BR Standard)

Creates a PDF of an Insertion Order in the Brazilian Standard.

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With the action “Create Insertion Order (BR Standard)”, you can create a PDF of an Insertion Order in the Brazilian Standard automatically when the chosen trigger is activated.

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Trigger -> Action

The most important thing about a trick is understanding its conditions and actions. They have a simple generic structure:

When the condition (trigger) happens, then do (action).
Trigger -> Action

How to create

You just have to click on the "+ Automations" icon on the upper right corner of the screen to open the No code automations panel, and then on the "+ Create new automation" button:

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Select the trigger of your choice to activate the action, then select the "Create Insertion Order (BR Standard)" action, and fill in the options:

  • Choose tab:
    • Choose tab of the Insertion Orders.
  • Choose record:
    • Write id of the Insertion Order record.
  • Choose file field:
    • Choose a files field in the Insertion Order tab.
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  • Choose items tab:
    • Choose Insertion Order's Items tab.
  • Choose connection field:
    • Choose connection field
  • Choose channel field:
    • Choose the connect field where the Item points to a Channel.
  • Choose date field:
    • Choose the date field of the item.
  • Choose inserts field:
    • Choose the numeric field for the number of insertions.
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  • Choose offset:
    • Every Insertion Order will be titled "PI #id". Offset allows you to start with a different number.
  • Write your company's name:
    • This will be displayed as your company info.
  • Write your company's address:
    • This will be displayed as your company info.
  • Write your company's tax ID (CNPJ):
    • This will be displayed as your company info
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  • Write the vehicle's id:
    • Choose the Vehicle's id.
  • Choose vehicle's tab
  • Choose vehicle's ID type field
  • Choose vehicle's CPF field
  • Choose vehicle's CNPJ field
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  • Choose vehicle's address field
  • Choose vehicle's email field
  • Choose vehicle's phone field
  • Choose vehicle's municipal ID field
  • Choose vehicle's state ID field
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  • Choose vehicle's signee field
  • Write the client's id
  • Choose client's tab
  • Choose client's CPF field
  • Choose client's CNPJ field
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  • Choose client's address field
  • Choose client's email field
  • Choose client's phone field
  • Choose client's municipal ID field
  • Choose client's state ID field
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  • Choose client's ID type field
  • Write your company's signee name
  • Choose total amount field:
    • Choose the field for the full total amount to be invoiced.
  • Choose discount field:
    • Choose the percentage field for discount/commission.
  • Choose invoice to field:
    • Choose the single option field for whom to invoice.
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  • Choose payment type field:
    • Choose the single option field for net or full invoice amount.
  • Choose payment method field:
    • Choose the field for one-off or installments.
  • Choose payment due field:
    • Choose the single option field for agreed due dates.
  • Write observations(optional):
    • Write observations if necessary.

Click on save

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