Explore Factuarea with sample data.
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Factuarea

Edit automation

Adjust the trigger, the conditions and the actions of this rule.

Active

Rule canvas

The chain runs from top to bottom.

No trigger
No filter
00 actions
Version 3
Choose the event that triggers the ruleInvoice sent, Invoice paid, Expense paid…Trigger
And then it checks
Choose a trigger firstConditions depend on its fieldsFilter
If they match, it runs in order
Add an action nextIt unlocks once you choose the triggerAction 1
End of the rule