easybill and Google Sheets workflows you can build
Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.
Ready-made template Log every new easybill document as a ledger row
Each invoice, quote or credit note gets a row with its number, customer, date and total, so the finance sheet stays current without a CSV export at month end.
Document Create→Add New Row
View the templateMark the invoice row paid when a payment is recorded
Document Payment Add finds the invoice's row by document ID and writes the amount and payment date into it, so the open-items view in the sheet shrinks as money comes in.
Document Payment Add→Lookup Row Data→Update Row
Collect failed postbox sends and tell the bookkeeper
When an invoice email, letter or fax fails, the document and reason go onto a Failed sends tab and Email (SMTP) alerts whoever re-sends it, before the customer's due date slips.
Postbox Fail→Add New Row→Email (SMTP)
Keep a customer list in step with easybill
When a customer's address or VAT number changes in easybill, the matching row is looked up and overwritten, so the sheet your sales team reads never shows the old details.
Customer Update→Lookup Row Data→Update Row
Build an item-level sales sheet from invoice positions
Position Create sends each invoice line on its own. Number Formatter tidies the price and quantity, and each line becomes a row you can pivot by product or service.
Position Create→Number Formatter→Add New Row
Record each exported SEPA file with its date
When a SEPA XML is exported, its reference and a formatted export date go into a register, giving the treasurer a simple history of which direct debit runs went to the bank.
SEPA Payment Exported→Date/Time Formatter→Add New Row
Remove the row when a document is deleted
A draft deleted in easybill should not stay in the ledger. The row is found by document ID and deleted, so totals in the sheet match easybill.
Document Deleted→Lookup Row Data→Delete Row