1.Detect new intake record
Integrate Airtable and data capture tools to validate qualifying intake rows and trigger downstream processing.
Create client invoice and case checklist for new matters
Automatically detect new matter intake rows across Airtable and Zapier Tables. Create invoices and case checklists when billable services are selectedβso you can generate line items, update case readiness, and request documents without manual paperwork.
How this automation accelerates invoice readiness
When new matter intake rows arrive without consistent invoice and checklist setup, billing cycles stall. This automation looks up clients, creates invoices, updates case checklists, and sends secure file requestsβso your team can bill faster.
Airtableor swap with your favorite app
2.Find or flag client record
Integrate Zapier Tables and client reference data tools to lookup customer reference by source email and flag missing matches.
Zapier Tablesor swap with your favorite app
3.Create invoice with line items
Integrate QuickBooks Online and invoice mapping tools to create invoices and populate line items, date, and memo fields.
QuickBooks Onlineor swap with your favorite app
4.Update card and add checklist
Integrate Trello and workflow planning boards to overwrite the case card description and add stage-based checklist items.
Trelloor swap with your favorite app
5.Send secure file request
Integrate Pipefile and secure document tools to send a secure file request to the client email with invoice notice.
Pipefileor swap with your favorite app
6.Post invoice payment metadata
Integrate Sub-Zap by Zapier and payment tracking tools to post invoice total, payment plan flags, and client reference for follow-on tracking.
Sub-Zap by Zapieror swap with your favorite app
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Explore all invoice processing & management automations
Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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