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✅CS25 - Staff Form - Billing /Arrangement Changes

⚠️ Needs ID 48 modules

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gateway CS25 - Staff Form - Billing / Arrangement Changes
⚡ CS25 - Staff Form -...
#1
builtin Basic Router #5 1 routes
route Branch 1
▶
google-sheets Sheet: Master List 2025
👁️ Master List 2025
#4
from: drive
limit: 1
filter:
sheetId: Master List 2025
sortOrder: asc
spreadsheetId: 1RZsiZ33gaPQjig8ghX2yoxgTnlWZVdwsWLBdrHWhasA
tableFirstRow: A1:CZ1
includesHeaders: true
valueRenderOption: FORMATTED_VALUE
dateTimeRenderOption: FORMATTED_STRING
▶
google-sheets Sheet: Active Cubers to bill
👁️ Active Cubers to bil...
#14
from: drive
limit: 1
filter:
sheetId: Active Cubers to bill
sortOrder: asc
spreadsheetId: 1yN5MUWhNWk_BSa3BCubZirYujexuf45DVjJnI4BiTkQ
tableFirstRow: A1:CZ1
includesHeaders: true
valueRenderOption: FORMATTED_VALUE
dateTimeRenderOption: FORMATTED_STRING
▶
google-sheets Sheet: Billing Changes
✏️ Billing Changes
#8
from: drive
mode: select
values:
0:New
1:{{4.`0`}}
2:{{1.store}}
3:{{1.store}} {{1.request_type}}
4:{{1.start_date_for_cuber_changes}}
5:{{1.`__submission`.user_inputs.mc_remove}}{{1.`__submission`.user_inputs.fz_remove}}
6:{{1.`__submission`.user_inputs.mc_add_local}}{{1.`__submission`.user_inputs.mc_add_remote}}{{1.`__submission`.user_inputs.fz_add_local}}{{1.`__submission`.user_inputs.fz_add_remote}} {{if(1.question_morespaces = "multiple"; "Cuber has multiple cubes"; )}}BSB {{1.bank_bsb}} ACC {{1.bank_account_1}}
7:{{1.cuber_type}}
8:{{4.`6`}}
9:{{1.request_notes}}{{1.Updates_Needed_checkbox}}
10:{{1.submitted_by}}
11:{{1.`__submission`.id}}
12:{{1.`__submission`.created_at}}
sheetId: Billing Changes
spreadsheetId: /1yN5MUWhNWk_BSa3BCubZirYujexuf45DVjJnI4BiTkQ
includesHeaders: true
insertDataOption: INSERT_ROWS
useColumnHeaders: false
valueInputOption: USER_ENTERED
insertUnformatted: false
▶
util Set Variables #106
scope: roundtrip
variables:
▶
clickup post ATask Comment #13
task_id: {{4.`21`}}
notify_all: true
comment_text: {{1.store}} - {{1.request_type}} Effective {{1.`__submission`.user_inputs.start_date_for_cuber_changes}} Note: {{1.request_notes}} Removed: {{1.`__submission`.user_inputs.fz_remove}}{{1.`__submission`.user_inputs.mc_remove}} Added: {{1.`__submission`.user_inputs.fz_add_local}}{{1.`__submission`.user_inputs.fz_add_remote}}{{1.`__submission`.user_inputs.mc_add_local}}{{1.`__submission`.user_inputs.mc_add_remote}}
map_or_select: map
builtin Basic Router #87 3 routes
route Branch 1
▶
util test111fz active fail #92
name: test111fz active fail
scope: roundtrip
value: {{parseDate(1.`__submission`.user_inputs.start_date_for_cuber_changes; "DD/MM/YYYY")}}
▶
util Set Variables #39
scope: roundtrip
variables:
builtin Basic Router #15 4 routes
route Branch 1
▶
clickup edit ATask #26
list_id: 900300930756
task_id: {{4.`21`}}
team_id: 9003069646
space_id: 90030159275
assignees:
folder_id: 90030502473
custom_fields:
39744513-941c-4b83-a9dc-0dcd995f740f:{{if(1.store = "mc"; "3d9cf887-ccb4-4da3-880b-dfab388f271f"; )}}
56ebc8e6-595e-4516-8886-1b36d68d366c:{{if(1.store = "mc"; formatDate(39.`Stocktake Due Date`; "DD/MM/YYYY"); )}}
7f87c357-cf2e-47c0-aa60-13729e8c8f35:
80f8364a-eac2-4600-974a-a63b2808df9d:{{if(1.store = "mc"; "b03aae25-8cd4-47ff-b48f-b8c457f42c59"; )}}
82f7353d-406d-42bf-8e62-68dde3362c71:{{if(1.store = "fz"; "8834a895-3d80-4f77-a523-65bc20d9c192"; )}}
870f4dfe-629a-4b9f-aa16-d4f4819b52da:{{if(1.store = "fz"; "3a897177-ffd5-4159-8ceb-f9ee67dfe987"; )}}
8c10b141-fdfa-483f-8b1c-aa5c0e852dc1:{{if(1.store = "mc"; 39.`Space Notes`; )}}
91f41ee0-070d-4563-867b-1afb4b18b1d9:{{if(1.store = "fz"; 39.`Change Date`; )}}
a0985e51-f542-44e2-99e9-c776dd4f9c3c:{{if(1.store = "fz"; 39.`Space Notes`; )}}
cc58bda5-7c50-46e7-b5e9-5f66c8c06f42:68850891-6879-447b-9813-87bbd3ebc9fa
d8cdff11-7e44-484f-8205-1e379d87fcbc:{{if(1.store = "mc"; 39.`Change Date`; )}}
fe1da3e7-ede1-462a-968b-6dfc55704233:{{if(1.store = "fz"; formatDate(39.`Stocktake Due Date`; "DD/MM/YYYY"); )}}
addCustomFieldDateTime: false
parseCustomFieldDateTimeOutput: false
▶
wordpress update User
✏️ Cuber Site 2025 (Ell...
#40
id: {{4.`24`}}
meta:
▶
google-sheets Sheet: Active Cubers to bill
✏️ Active Cubers to bil...
#71
from: drive
mode: select
values:
2:active
6:{{if(1.store = "fz"; "active"; )}}
19:{{if(1.store = "mc"; "active"; )}}
sheetId: Active Cubers to bill
rowNumber: {{14.`__ROW_NUMBER__`}}
spreadsheetId: /1HB13MgmQM5GHoBf2dmMNLoJPdO-gOFGz/1yN5MUWhNWk_BSa3BCubZirYujexuf45DVjJnI4BiTkQ
includesHeaders: true
useColumnHeaders: false
valueInputOption: USER_ENTERED
▶
google-sheets Sheet: Master List 2025
✏️ Master List 2025
#72
from: drive
mode: select
values:
6:active
8:{{if(1.store = "fz"; "active"; )}}
9:{{if(1.store = "mc"; "active"; )}}
sheetId: Master List 2025
rowNumber: {{4.`__ROW_NUMBER__`}}
spreadsheetId: /1HB13MgmQM5GHoBf2dmMNLoJPdO-gOFGz/1RZsiZ33gaPQjig8ghX2yoxgTnlWZVdwsWLBdrHWhasA
includesHeaders: true
useColumnHeaders: false
valueInputOption: USER_ENTERED
▶
xero Create Invoice #41
Date: {{39.`Change Date`}}
Type: ACCREC
Status: DRAFT
Contact: {{4.`25`}}
DueDate: {{addDays(39.`Change Date`; 21)}}
tenantId: e71d044c-d576-4a92-87c3-82208e0465ae
LineItems:
Reference: First Cube Invoice - {{1.store}}
BrandingThemeID: b3573236-7de9-4fb6-8b2c-b8e470206478
LineAmountTypes: Inclusive
▶
google-sheets Sheet: Billing Changes
✏️ Billing Changes
#43
from: drive
mode: select
values:
0:Active
13:{{41.InvoiceID}}
sheetId: Billing Changes
rowNumber: {{8.rowNumber}}
spreadsheetId: /1HB13MgmQM5GHoBf2dmMNLoJPdO-gOFGz/1yN5MUWhNWk_BSa3BCubZirYujexuf45DVjJnI4BiTkQ
includesHeaders: true
valueInputOption: USER_ENTERED
▶
xero Update Invoice #44
tenantId: e71d044c-d576-4a92-87c3-82208e0465ae
InvoiceID: {{41.InvoiceID}}
PlannedPaymentDate: {{41.DueDate}}
ExpectedPaymentDate: {{41.DueDate}}
route Branch 2
▶
clickup edit ATask #62
list_id: 900300930756
task_id: {{4.`21`}}
team_id: 9003069646
space_id: 90030159275
assignees:
folder_id: 90030502473
custom_fields:
39744513-941c-4b83-a9dc-0dcd995f740f:{{if(1.store = "mc"; "3d9cf887-ccb4-4da3-880b-dfab388f271f"; )}}
7f87c357-cf2e-47c0-aa60-13729e8c8f35:
870f4dfe-629a-4b9f-aa16-d4f4819b52da:{{if(1.store = "fz"; "3a897177-ffd5-4159-8ceb-f9ee67dfe987"; )}}
8c10b141-fdfa-483f-8b1c-aa5c0e852dc1:{{if(1.store = "mc"; 39.`Space Notes`; )}}
addCustomFieldDateTime: false
parseCustomFieldDateTimeOutput: false
route Branch 3
▶
clickup edit ATask #45
list_id: 900300930756
task_id: {{4.`21`}}
team_id: 9003069646
space_id: 90030159275
assignees:
folder_id: 90030502473
custom_fields:
01fd388b-9c98-442c-b1c8-a70c574961bc:{{if(1.store = "fz"; 39.`Change Date`; )}}
39744513-941c-4b83-a9dc-0dcd995f740f:{{if(1.store = "mc"; "3d9cf887-ccb4-4da3-880b-dfab388f271f"; )}}
56ebc8e6-595e-4516-8886-1b36d68d366c:{{if(1.store = "mc"; null; )}}
7f87c357-cf2e-47c0-aa60-13729e8c8f35:
80f8364a-eac2-4600-974a-a63b2808df9d:{{if(1.store = "mc"; "1305bd1c-4c43-4d5c-8876-f4d98b1305c5"; )}}
82f7353d-406d-42bf-8e62-68dde3362c71:{{if(1.store = "fz"; "73f7a0f8-9be1-4cb9-b327-8bd1a0d46ed2"; )}}
870f4dfe-629a-4b9f-aa16-d4f4819b52da:{{if(1.store = "fz"; "3a897177-ffd5-4159-8ceb-f9ee67dfe987"; )}}
8c10b141-fdfa-483f-8b1c-aa5c0e852dc1:{{if(1.store = "mc"; 39.`Space Notes`; )}}
a0985e51-f542-44e2-99e9-c776dd4f9c3c:{{null}}
ce884836-b54c-441d-8acc-59ba27223073:{{if(1.store = "mc"; 39.`Change Date`; )}}
fe1da3e7-ede1-462a-968b-6dfc55704233:{{if(1.store = "fz"; null; )}}
addCustomFieldDateTime: false
parseCustomFieldDateTimeOutput: false
▶
clickup create Task In List #47
name: {{45.name}} Pack Down ({{1.`__submission`.user_inputs.question_stock_return}})
tags: {{1.`__submission`.user_inputs.question_stock_return}}
status: new booking
list_id: 900301922037
team_id: 9003069646
due_date: {{39.`Change Date`}}
space_id: 90030159275
folder_id: 90031113641
notify_all: false
custom_fields:
01fd388b-9c98-442c-b1c8-a70c574961bc:{{if(1.store = "fz"; 39.`Change Date`; )}}
4a66076a-dc1e-4759-a387-e9daa27b9e61:6e968d39-cc11-4111-aea1-7e8e4b9b75c5
7f87c357-cf2e-47c0-aa60-13729e8c8f35:
82985775-73e8-4c99-960b-4a0f3992c8ab:{{if(1.store = "mc"; "b2be058b-c555-4409-bf2a-d01d2dfe47cb"; )}}{{if(1.store = "fz"; "126e0c8c-8876-4cbb-b2eb-74b1bae9572b"; )}}
ce884836-b54c-441d-8acc-59ba27223073:{{if(1.store = "mc"; 39.`Change Date`; )}}
due_date_time: true
start_date_time: false
▶
clickup edit ATask With Custom Fields Advanced #49
task_id: {{47.id}}
assignees:
custom_fields:
▶
wordpress update User
✏️ Cuber Site 2025 (Ell...
#50
id: {{4.`24`}}
meta:
▶
google-sheets Sheet: Active Cubers to bill
✏️ Active Cubers to bil...
#75
from: drive
mode: select
values:
2:active
6:{{if(1.store = "fz"; "leaving"; )}}
19:{{if(1.store = "mc"; "leaving"; )}}
sheetId: Active Cubers to bill
rowNumber: {{14.`__ROW_NUMBER__`}}
spreadsheetId: /1HB13MgmQM5GHoBf2dmMNLoJPdO-gOFGz/1yN5MUWhNWk_BSa3BCubZirYujexuf45DVjJnI4BiTkQ
includesHeaders: true
useColumnHeaders: false
valueInputOption: USER_ENTERED
▶
google-sheets Sheet: Master List 2025
✏️ Master List 2025
#76
from: drive
mode: select
values:
6:active
8:{{if(1.store = "fz"; "leaving"; )}}
9:{{if(1.store = "mc"; "leaving"; )}}
sheetId: Master List 2025
rowNumber: {{4.`__ROW_NUMBER__`}}
spreadsheetId: /1HB13MgmQM5GHoBf2dmMNLoJPdO-gOFGz/1RZsiZ33gaPQjig8ghX2yoxgTnlWZVdwsWLBdrHWhasA
includesHeaders: true
useColumnHeaders: false
valueInputOption: USER_ENTERED
builtin Basic Router #82 2 routes
route Branch 1
▶
xero Create Invoice #80
Date: {{now}}
Type: ACCREC
Status: DRAFT
Contact: {{4.`25`}}
DueDate: {{addDays(39.`Change Date`; -7)}}
tenantId: e71d044c-d576-4a92-87c3-82208e0465ae
LineItems:
Reference: Last Cube Invoice - {{1.store}}
BrandingThemeID: b3573236-7de9-4fb6-8b2c-b8e470206478
LineAmountTypes: Inclusive
▶
xero Update Invoice #81
tenantId: e71d044c-d576-4a92-87c3-82208e0465ae
InvoiceID: {{80.InvoiceID}}
PlannedPaymentDate: {{80.DueDate}}
ExpectedPaymentDate: {{80.DueDate}}
route Branch 2
▶
clickup 📅🔀 {{1.submitted_by}} - stock being transferred by staff) #55
name: 📅🔀 {{1.submitted_by}} - stock being transferred by staff)
status: new booking
list_id: 900301922037
team_id: 9003069646
due_date: {{39.`Change Date`}}
space_id: 90030159275
folder_id: 90031113641
notify_all: false
custom_fields:
01fd388b-9c98-442c-b1c8-a70c574961bc:{{if(1.store = "fz"; 39.`Change Date`; )}}
4a66076a-dc1e-4759-a387-e9daa27b9e61:6e968d39-cc11-4111-aea1-7e8e4b9b75c5
7f87c357-cf2e-47c0-aa60-13729e8c8f35:
82985775-73e8-4c99-960b-4a0f3992c8ab:{{if(1.store = "mc"; "b2be058b-c555-4409-bf2a-d01d2dfe47cb"; )}}{{if(1.store = "fz"; "126e0c8c-8876-4cbb-b2eb-74b1bae9572b"; )}}
ce884836-b54c-441d-8acc-59ba27223073:{{if(1.store = "mc"; 39.`Change Date`; )}}
due_date_time: true
start_date_time: false
▶
clickup edit ATask With Custom Fields Advanced #56
task_id: {{55.id}}
assignees:
custom_fields:
route Branch 4
▶
util Set Variables #108
scope: roundtrip
variables:
▶
clickup edit ATask #32
list_id: 900300930756
task_id: {{4.`21`}}
team_id: 9003069646
space_id: 90030159275
assignees:
folder_id: 90030502473
custom_fields:
39744513-941c-4b83-a9dc-0dcd995f740f:{{if(1.store = "mc"; "3d9cf887-ccb4-4da3-880b-dfab388f271f"; )}}
7f87c357-cf2e-47c0-aa60-13729e8c8f35:
80f8364a-eac2-4600-974a-a63b2808df9d:{{if(1.store = "mc"; "7a5c3c2c-df73-4244-8de4-947f42999cf4"; )}}
82f7353d-406d-42bf-8e62-68dde3362c71:{{if(1.store = "fz"; "cf294e73-e686-4ae8-a587-819c812d4987"; )}}
870f4dfe-629a-4b9f-aa16-d4f4819b52da:{{if(1.store = "fz"; "3a897177-ffd5-4159-8ceb-f9ee67dfe987"; )}}
8c10b141-fdfa-483f-8b1c-aa5c0e852dc1:{{if(1.store = "mc"; 1.request_notes; )}}
a0985e51-f542-44e2-99e9-c776dd4f9c3c:{{if(1.store = "fz"; 1.request_notes; )}}
cc58bda5-7c50-46e7-b5e9-5f66c8c06f42:{{if(108.active_anywhere; ; "68dba60a-e1af-4f98-886f-c335d056eaec")}}
addCustomFieldDateTime: false
parseCustomFieldDateTimeOutput: false
▶
wordpress update User
✏️ Cuber Site 2025 (Ell...
#58
id: {{4.`24`}}
meta:
▶
fluentcrm update Contact #37
id: {{4.`22`}}
email: {{1.cuber_email}}
detach_tags: {{if(1.store = "fz"; 1; )}}{{if(1.store = "mc"; 2; )}}
custom_values:
▶
google-sheets Sheet: Active Cubers to bill
✏️ Active Cubers to bil...
#78
from: drive
mode: select
values:
2:{{if(108.active_anywhere; ; "inactive")}}
6:{{if(1.store = "fz"; "left"; )}}
19:{{if(1.store = "mc"; "left"; )}}
sheetId: Active Cubers to bill
rowNumber: {{14.`__ROW_NUMBER__`}}
spreadsheetId: /1HB13MgmQM5GHoBf2dmMNLoJPdO-gOFGz/1yN5MUWhNWk_BSa3BCubZirYujexuf45DVjJnI4BiTkQ
includesHeaders: true
useColumnHeaders: false
valueInputOption: USER_ENTERED
▶
google-sheets Sheet: Master List 2025
✏️ Master List 2025
#79
from: drive
mode: select
values:
6:{{if(108.active_anywhere; ; "inactive")}}
8:{{if(1.store = "fz"; "left"; )}}
9:{{if(1.store = "mc"; "left"; )}}
sheetId: Master List 2025
rowNumber: {{4.`__ROW_NUMBER__`}}
spreadsheetId: /1HB13MgmQM5GHoBf2dmMNLoJPdO-gOFGz/1RZsiZ33gaPQjig8ghX2yoxgTnlWZVdwsWLBdrHWhasA
includesHeaders: true
useColumnHeaders: false
valueInputOption: USER_ENTERED
builtin Basic Router #83 1 routes
route Branch 1
▶
wordpress update User
✏️ Cuber Site 2025 (Ell...
#68
id: {{4.`24`}}
roles: wc_product_vendors_pending_vendor
route Branch 2
▶
clickup edit ATask #28
list_id: 900300930756
task_id: {{4.`21`}}
team_id: 9003069646
space_id: 90030159275
assignees:
folder_id: 90030502473
custom_fields:
39744513-941c-4b83-a9dc-0dcd995f740f:{{if(1.store = "mc"; "3d9cf887-ccb4-4da3-880b-dfab388f271f"; )}}
7f87c357-cf2e-47c0-aa60-13729e8c8f35:
870f4dfe-629a-4b9f-aa16-d4f4819b52da:{{if(1.store = "fz"; "3a897177-ffd5-4159-8ceb-f9ee67dfe987"; )}}
8c10b141-fdfa-483f-8b1c-aa5c0e852dc1:{{if(1.store = "mc"; 1.request_notes; )}}
a0985e51-f542-44e2-99e9-c776dd4f9c3c:{{if(1.store = "fz"; 1.request_notes; )}}
addCustomFieldDateTime: false
parseCustomFieldDateTimeOutput: false
route Branch 3
builtin Basic Router #93 3 routes
route Branch 1
▶
google-sheets Sheet: Master List 2025
✏️ Master List 2025
#97
from: drive
mode: select
values:
1:{{if(1.checkbox[] = "Update Email"; 1.new_email_address; )}}
sheetId: Master List 2025
rowNumber: {{4.`__ROW_NUMBER__`}}
spreadsheetId: /1HB13MgmQM5GHoBf2dmMNLoJPdO-gOFGz/1RZsiZ33gaPQjig8ghX2yoxgTnlWZVdwsWLBdrHWhasA
includesHeaders: true
useColumnHeaders: false
valueInputOption: USER_ENTERED
▶
google-sheets Sheet: Active Cubers to bill
✏️ Active Cubers to bil...
#98
from: drive
mode: select
values:
1:{{if(1.checkbox[] = "Update Email"; 1.new_email_address; )}}
sheetId: Active Cubers to bill
rowNumber: {{14.`__ROW_NUMBER__`}}
spreadsheetId: /1HB13MgmQM5GHoBf2dmMNLoJPdO-gOFGz/1yN5MUWhNWk_BSa3BCubZirYujexuf45DVjJnI4BiTkQ
includesHeaders: true
useColumnHeaders: false
valueInputOption: USER_ENTERED
▶
clickup edit ATask #100
list_id: 900300930756
task_id: {{4.`21`}}
team_id: 9003069646
space_id: 90030159275
assignees:
folder_id: 90030502473
custom_fields:
021331c1-f2d2-46f3-8884-f4a5e4d1554e:{{if(1.checkbox[] = "Update Email"; 1.new_email_address; )}}
7f87c357-cf2e-47c0-aa60-13729e8c8f35:
addCustomFieldDateTime: false
parseCustomFieldDateTimeOutput: false
▶
wordpress update User
✏️ Cuber Site 2025 (Ell...
#101
id: {{4.`24`}}
email: {{if(1.checkbox[] = "Update Email"; 1.new_email_address; )}}
▶
xero Update Contact #103
tenantId: e71d044c-d576-4a92-87c3-82208e0465ae
ContactID: {{4.`25`}}
EmailAddress: {{if(1.checkbox[] = "Update Email"; 1.new_email_address; )}}
route Branch 2
▶
xero Create Invoice #104
Date: {{now}}
Type: ACCREC
Status: DRAFT
Contact: {{4.`25`}}
DueDate: {{addDays(now; 21)}}
tenantId: e71d044c-d576-4a92-87c3-82208e0465ae
LineItems:
Reference: {{1.invoice_details}}
BrandingThemeID: b3573236-7de9-4fb6-8b2c-b8e470206478
LineAmountTypes: Inclusive
▶
xero Update Invoice #105
tenantId: e71d044c-d576-4a92-87c3-82208e0465ae
InvoiceID: {{104.InvoiceID}}
PlannedPaymentDate: {{104.DueDate}}
ExpectedPaymentDate: {{104.DueDate}}
route Branch 3
▶
google-sheets Sheet: Master List 2025
✏️ Master List 2025
#112
from: drive
mode: select
values:
1:{{if(1.checkbox[] = "Update Email"; 1.new_email_address; )}}
sheetId: Master List 2025
rowNumber: {{4.`__ROW_NUMBER__`}}
spreadsheetId: /1HB13MgmQM5GHoBf2dmMNLoJPdO-gOFGz/1RZsiZ33gaPQjig8ghX2yoxgTnlWZVdwsWLBdrHWhasA
includesHeaders: true
useColumnHeaders: false
valueInputOption: USER_ENTERED