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Hey Kristian, shoot me an email: gideon.harris@interautomate.com and I can walk you through that :)

Hey, outside of what's shown in the video you'll have to either play around with it, or if you want to talk about it more over a call you can schedule it here: mymanmonday.com/start

Hey Javi, Yes that should be possible, though it depends the context, if you'd like to schedule a call to discuss it further visit this page: mymanmonday.com/start

I use Twilio to send and receive the text messages, with Make.com to interface between programs.

It's fairly complex, if you'd like to schedule a zoom call I can review some of it: gideonharris.com/meeting

Thank you! :) Check out the link in the description which goes into more depth

Yes, this is possible to do, you'll want something like this: ruclips.net/video/6w_prDdHcH0/видео.html You can't do dynamic rows with Google docs (or at least not very easily), I'd recommend using a tool like PandaDoc to create generic docs, or using a tool like QuickBooks if you're trying to create invoices.

This particular video is just a demo, it comes with a larger suite of products our company builds. You can see another example of PandaDoc (a more manual version) here: ruclips.net/video/vSAk-MJGhBo/видео.htmlsi=4uGU_5hWzi7JUGYx

Nothing more than what you can find on my channel, I do this for a living, and some of the patterns are paid services

You can have a field to request files to be uploaded by the person filling the form out, but you can't have the pdf display on the form itself.

Hello Michelle, Unfortunately this is is a custom integration, that does not currently exist for public setup. If you're interested in getting a copy of it you can email me at gideon.harris@magicbuttonlabs.com

It is a more technical tutorial, sadly with more simplicity/user friendliness, the more advanced the backend stuff becomes. This video provides a balance between simplicity/user friendliness, some may find it too technical, some may find it too simple for their needs.

Hey, yes, the link must have been broken - here's another one: mymanmonday.com/consulting.

I think you misunderstand the purpose of the video. This is to solve a very specific issue. Please review my other video's for tutorials on creating different aspects of the invoicing.

Hey Arnaud, if you want to shoot me an email I might be able to give you a copy of the blueprint. Email: buildsbygideon@gmail.com

Hey, thanks for the question! Unfortunately you cannot do this with the native features inside of the PandaDoc integration. It would require a more advanced setup using something like Make.com to create/sync variables and recipients. If you want to discuss it further you can email me at gideon.harris@onesoftware.ai

Hello, For the auto numbering system, you don't need to set an Invoice number if you don't want to. If you do, you can just manually type in a number, or create a column inside of Monday.com that represents a invoice number that you can then map to inside of Make.com

Unfortunately that's something you'll have to figure out. The functionality is fairly simple (setup sending and receiving logic and tweak your results), using Monday.com, Make.com and Twilio.

I am finding with monday, there how to video are hard to understand because they are sales video. They will say just hit this this and this, and it goes so fast you end up spending hours googling were that button is. @@GideonHarrisYT

Hi Joey, this video was created several years ago, the purpose was primarily to show what's possible, more than getting into the specific details of how to do it.

@@GideonHarrisYT I found that it’s actually much easier now to integrate than when you were originally trying to set it up. They have a couple of plug-ins now. But the main thing nowadays is you have to have a verified 10 DLC registered account in order to send any Sms.

Hi, unfortunately this video is focus on actually sending an invoice, not so much creating one. I'd recommend going through some of the written documentation found here: www.make.com/en/help/app/stripe

Excellent question, unfortunately I'm not so far into the API architecture that I could give you a definite answer. I'd recommend taking a look at the SalesForce API documentation: developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_what_is_rest_api.htm

Hey Edward, Yes that's possible, though fairly complex to set up. Typically you'd want to set all that information under a client profile board, where you set the "default settings" for each invoice. It's a pretty advanced automation, but it's possible, and I've done it half a dozen times with the added complexity of time tracking.

Hey, Not quite sure I follow your question here but I'll give a shot at the answer. If you're referring to not including line items on the invoice if one or more of the fields on that line item are blank, then yes it is possible. You simply have to add a condition somewhere between the Iterator and the Aggregator (green modules) that just says "field X" is not blank and "field Y" is not blank, etc. So long as all the fields are filled on that particular subitem, then it passes through to the next stage, if it doesn't pass the filter, then it only puts those that do, etc. It'll take some tweaking to get right. Let me know if that makes sense.

You're very welcome!

Hey Mark, You might be better off trying to use something like Quickbooks and/or a tool called PandaDoc which allows you to create documents with templates pretty easily (or at least easier than what I have shown here). Those softwares do charge you to use them, but in my opinion it's well worth the cost. The video here is a full walkthrough of the process and I'm afraid I don't know your circumstances in what you're trying to set up that is causing it not to work :/

@@GideonHarrisYT quickbooks is actualy what im trying to connect to. would you have a video on linking to quickbooks?

PandaDoc still integrates with Monday.com - it's not a two way integration, for that you have to write some extra code. I'd check out Make.com if you want to get more advanced automations setup.

I'd tack it onto another process/action. If you've got a sequence that creates a stripe customer, I'd jump off of that trigger and set up an email automation (either through a gmail connection, or SendGrid is my platform of choice) via Make.com and send it across. Alternatively you could set up a timer that runs daily to check for new customers and sends it out. It's not a super simple automation and will require some investigation on how the platforms work. I'd start with some Make.com tutorials and work from there.

This is a really old system that I don't think will work any longer. I'd recommend building it with Make.com or Zapier and tools like google docs to generate the document. Not a super easy process sadly.

You're welcome! Linking payments is separate from invoices - you'll have to use the "Create a Payment" module for that to work.

Hey, Thanks for the questions! For groupings and creating line items on the invoices - I would actually recommend using a different tool called PandaDoc or Quickbooks to generate those invoices. It will give you a lot more freedom for formatting and integrate more easily with payment softwares to collect. The video here is primarily for the purpose of creating very basic PDF invoices, and your use case would not work well for what you're hoping it to be able to do. Regarding your question on getting the pulse id's - take a look at the description of the video where I go into one of the steps that I missed. All the best, -Gideon

@@GideonHarrisYT Hey, thanks for the useful tipps, but how do you get them separated into the subcategories? Found the missing pulse id haha - thanks for that. Best, Pierre

Sorry :/ nothing I can do about that. There is a workaround that takes longer to set up and is kind of janky, but will work: using email templates to send to a email hook, then converting that to a webhook or use it directly in a software like Make.com

I believe with the developer sandbox you can create the webhook

Unfortunately not.

Twofold: 1) To show it's possible, and some of the tools involved. 2) To demo to prospective clients. It's not always for the general public. This particular video is really old and I wouldn't approach the same problem the same way, I would use different tools.

@@GideonHarrisYT Which different tools would you use today?

Take a look at the video description - I've got another video linked with the details.

Hey Daniel, Unfortunately I probably won't put a tutorial to do it just the way I have outlined in the video (it's somewhat complicated and it's proprietary to the tools I build for my clients). I would recommend looking at the native PandaDoc integrations - it's not fully automated, but it definitely speeds up the process of getting documents out. The manual process comes in when you're extracting information from the NDA back into Monday.com. Let me know if that's helpful!

It's showing that it works on my computer. Try this one: i.ibb.co/BtY7fFg/linked-pulse-id.png

Hypothetically, depending what you've got in mind.

I used Make.com, Twilio, and Monday.com to put this integration together.

Monday.com is the trigger and interface. Twilio is the thing that sends the text messages Make.com is the integration software (the glue) that does the connection between the two softwares.

@@GideonHarrisYT Can you show us how you set it all up?

@@GideonHarrisYT thanks a bunch for the video

@@GideonHarrisYT can we send the SMS from a phone number of our choice?

Take a look at the description of the video - I've got the answer there.

Absolutely! The logic is pretty much the same, most payment processing platforms (Quickbooks, Xero, Stripe) have the same format/layout for creating invoices, so it's not that much work to plug in a different system and have it fully integrated.

I'd like to record training videos for all the tools, but it requires a lot of time to set those up and record. I do offer services to implement these features in organizations.