1.Captures new mobile form submission
Integrate GoCanvas and mobile form tools to trigger on each new submission and to pull submission metadata and line-item inputs.
Create billing records from field forms for finance
Automatically monitor new mobile form submissions across GoCanvas and posting workflows. Create and update billing records when submissions arrive, line-item tables map, or payloads validateβso you can convert line items, normalize values, and post invoices without manual data entry.
How this automation creates your billing records
When new mobile form submissions come in, delays can stall billing and reporting. This automation captures submission data, transforms line items, and posts a billing JSON payloadβso your team can create records without manual entry.
GoCanvasor swap with your favorite app
2.Converts line items to text
Integrate Formatter by Zapier and data transformation tools to convert submitted line-item tables into delimited strings for mapping.
Formatter by Zapieror swap with your favorite app
3.Parses and normalizes line items
Integrate Code by Zapier and parsing tools to normalize missing values and to assemble normalized line-item arrays.
Code by Zapieror swap with your favorite app
4.Posts billing JSON to endpoint
Integrate Webhooks by Zapier and API endpoints to post the mapped invoice header and line-items JSON payload.
Webhooks by Zapieror 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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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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