James Li
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Templates by James Li
Create a QuickBooks invoice on a new Onfleet task creation
Summary Onfleet is a last-mile delivery software that provides end-to-end route planning, dispatch, communication, and analytics to handle the heavy lifting while you can focus on your customers. This workflow template listens to an Onfleet event and interacts with the QuickBooks API. You can easily streamline this with your QuickBooks invoices or other entities. Typically, you can create an invoice when an Onfleet task is created to allow your customers to pay ahead of an upcoming delivery. Configurations Update the Onfleet trigger node with your own Onfleet credentials, to register for an Onfleet API key, please visit https://onfleet.com/signup to get started You can easily change which Onfleet event to listen to. Learn more about Onfleet webhooks with Onfleet Support Update the QuickBooks Online node with your QuickBooks credentials
By James LiSend a Discord message when a certain Onfleet event happens
Summary Onfleet is a last-mile delivery software that provides end-to-end route planning, dispatch, communication, and analytics to handle the heavy lifting while you can focus on your customers. This workflow template listens to an Onfleet event and communicates via a Discord message. You can easily streamline this with your Discord servers and users. Configurations Update the Onfleet trigger node with your own Onfleet credentials, to register for an Onfleet API key, please visit https://onfleet.com/signup to get started You can easily change which Onfleet event to listen to. Learn more about Onfleet webhooks with Onfleet Support Update the Discord node with your Discord server webhook URL, add your own expressions to the Text field
By James LiUpdate Shopify order tags when a Onfleet event happens
Summary Onfleet is a last-mile delivery software that provides end-to-end route planning, dispatch, communication, and analytics to handle the heavy lifting while you can focus on your customers. This workflow template automatically updates the tags for a Shopify Order when an Onfleet event occurs. Configurations Update the Onfleet trigger node with your own Onfleet credentials, to register for an Onfleet API key, please visit https://onfleet.com/signup to get started You can easily change which Onfleet event to listen to. Learn more about Onfleet webhooks with Onfleet Support Update the Shopify node with your Shopify credentials and add your own tags to the Shopify Order
By James LiCreate Onfleet tasks from local spreadsheets
Summary Onfleet is a last-mile delivery software that provides end-to-end route planning, dispatch, communication, and analytics to handle the heavy lifting while you can focus on your customers. This workflow template loads in a spreadsheet from your local storage and automatically creates Onfleet tasks on a one-time basis upon workflow trigger. You can use this workflow as a task importer. Configurations Update the Read Binary File node with the absolute file path to the local spreadsheet of interest Update the Onfleet node with your own Onfleet credentials, to register for an Onfleet API key, please visit https://onfleet.com/signup to get started You can easily change how the Onfleet task is created by mapping to additional data in the spreadsheet For import templates, visit Onfleet Support to learn more 👍
By James LiCreate a Onfleet task for a new added row in Airtable
Summary Onfleet is a last-mile delivery software that provides end-to-end route planning, dispatch, communication, and analytics to handle the heavy lifting while you can focus on your customers. This workflow template automatically creates an Onfleet delivery task when you add in a new row in Airtable. Configurations Update the Airtable trigger node with your own Airtable Base ID, and the table name accordingly You will also need to configure how often this Airtable trigger polls, the default in this template is every 10 minutes Update the Onfleet node with your own Onfleet credentials, to register for an Onfleet API key, please visit https://onfleet.com/signup to get started You can easily change how the Onfleet task is created by mapping to additional data in the Airtable Airtable format should adhere to Onfleet's task import functionalities, for more details please visit the Onfleet Support Center.
By James LiCreate an Onfleet task when a file in Google Drive is updated
Summary Onfleet is a last-mile delivery software that provides end-to-end route planning, dispatch, communication, and analytics to handle the heavy lifting while you can focus on your customers. This workflow template listens to a Google Drive update event and creates an Onfleet delivery task. You can easily change which Onfleet entity to interact with. Configurations Connect to Google Drive with your own Google credentials Specify the Poll Times and File URL or ID to your own preference, the poll time determines the frequency of this check while the file URL/ID specifies which file to monitor Update the Onfleet node with your own Onfleet credentials, to register for an Onfleet API key, please visit https://onfleet.com/signup to get started
By James LiCreate a Onfleet task for a new Shopify fulfilment
Summary Onfleet is a last-mile delivery software that provides end-to-end route planning, dispatch, communication, and analytics to handle the heavy lifting while you can focus on your customers. This workflow template automatically creates an Onfleet delivery task when a new fulfillment is created for a Shopify order. Configurations Update the Shopify trigger node with your own Shopify credentials Update the Onfleet node with your own Onfleet credentials, to register for an Onfleet API key, please visit https://onfleet.com/signup to get started You can easily change how the Onfleet task is created by mapping to additional data in the Shopify fulfillment object
By James LiSend Onfleet driver signup messages in Slack
Summary Onfleet is a last-mile delivery software that provides end-to-end route planning, dispatch, communication, and analytics to handle the heavy lifting while you can focus on your customers. This workflow template listens to Onfleet driver sign-up events and automatically notifies you on Slack. Configurations Update the Onfleet node with your own Onfleet credentials, to register for an Onfleet API key, please visit https://onfleet.com/signup to get started Update the Slack node with your own Slack credentials Update the Slack channel to something that exists in your Slack workspace, the default is set to new-driver-signup in this example which may not apply to your workspace Update the Slack message to something customized, ideally with driver information such as phone number and name
By James Li