Hi all, I’m trying to build a dashboard for my company and want it to be automated as much as possible. One of the required fields is outflow of cash from the company bank account. Obviously I can export all data into google sheets and then the info can flow from there, but I’m looking at automating it so I’m not having to do a download on a weekly basis. We have zoho flow, I was looking at creating a flow but bank account isn’t currently mapped on there - just the CRM/Project fields. Googling provided this solution:
How to set it up:
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Create your Flow starting with a Webhook: In Zoho Flow, create a new flow and choose Webhook as your trigger type. Zoho Flow will generate a unique payload URL.
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Register the Webhook in FreeAgent:
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Use FreeAgent’s Developer Portal or an API tool (like Postman) to register Zoho Flow’s payload URL as a webhook in your FreeAgent account.
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Target transaction-related webhooks so FreeAgent pings Zoho Flow whenever a bank transaction is updated or explained.
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Map the incoming data: Once FreeAgent triggers the webhook, the transaction details will flow into Zoho Flow, allowing you to map them to Zoho CRM, Zoho Books, or any other connected software.
but I’m not sure how to actually do that, or if in reality it’s possible? Does anyone have any advice please?
I’ve tried using Syft, which has a dashboard function, but that didn’t hit what I was looking for so went down the route of trying to build my own.
Thank you!