1.Monitors new form submissions
Integrate Gravity Forms and form submission tools to capture submission IDs, payment references, and session details to start billing updates.
Create sales receipt and log clinic reservation row
Automatically capture clinic payment submissions across Gravity Forms and keep billing aligned in QuickBooks Online and Google Sheets. Create sales receipts and log each reservation row when new form submissions include payment reference, session, and amountβso you can reconcile charges, match customers, and update records without manual bookkeeping.
How this automation reconciles clinic billing and scheduling
When clinic payments arrive without structured follow-through, receipt data and session records drift and reconciliation slows. This automation captures form submissions, finds or creates customers, generates sales receipts, and logs reservation rowsβso your team stays aligned without manual bookkeeping.
Gravity Formsor swap with your favorite app
2.Finds or creates customer
Integrate QuickBooks Online and CRM tools to match customers by email and return a customer ID to prepare receipt creation.
QuickBooks Onlineor swap with your favorite app
3.Creates sales receipt
Integrate QuickBooks Online and accounting tools to create a sales receipt and map payment reference and amount to save the transaction.
4.Normalizes participant name
Integrate Formatter by Zapier and data transformation tools to normalize participant or contact names to keep sheet entries consistent.
Formatter by Zapieror swap with your favorite app
5.Creates reservation row
Integrate Google Sheets and spreadsheet tools to create a worksheet row with session type, amount, and receipt number to log each reservation.
Google Sheetsor swap with your favorite app
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