1.Monitors new purchase
Integrate Kajabi and purchase payload mapping to detect new purchases and start invoice processing.
Create accounting invoice and sales log from purchases
Automatically monitor new purchase events across Kajabi and FacturaDirecta. Create accounting invoices and a sales log when purchase completes or buyer email changes or payment status confirmsβso you can generate paid invoice PDFs, create or find contacts, and update Google Sheets without manual reconciliation.
How this automation accelerates invoice reconciliation
When a paid purchase completes, invoice work gets delayed by manual contact lookup, PDF generation, and logging. This automation triggers on new Kajabi purchases and runs scripts, creates or finds contacts and invoices in FacturaDirecta, then adds sales rows in Google Sheetsβso your team can reconcile faster.
Kajabior swap with your favorite app
2.Normalizes purchase date
Integrate Code by Zapier and date formatting tools to normalize the transaction date and validate fiscal IDs.
Code by Zapieror swap with your favorite app
3.Finds or creates contact
Integrate FacturaDirecta and contact matching tools to find or create a contact and fill fiscal and address fields.
FacturaDirectaor swap with your favorite app
4.Creates paid invoice PDF
Integrate FacturaDirecta and invoice generation tools to create a marked as paid invoice and attach the PDF.
5.Adds sales row
Integrate Google Sheets and spreadsheet updates to add a sales row and log the invoice PDF link.
Google Sheetsor swap with your favorite app
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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