Create Insertion Order (BR Standard)

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:

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.

• 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.

• 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

• 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

• 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

• Choose vehicle's signee field
• Write the client's id
• Choose client's tab
• Choose client's CPF field
• Choose client's CNPJ field

• 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

• 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.

• 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