1.Monitors new appointment
Integrate Acuity Scheduling, scheduling tools, and form capture to detect a new appointment and extract billing inputs for invoices.
Create consultation invoice and add onboarding card to directory
Automatically create invoices and onboarding records from new bookings across Acuity Scheduling and QuickBooks Online. Create and update the customer billing details and an onboarding card when appointments are booked, emails are parsed, and invoices are generatedβso you can invoice faster, route onboarding, and keep records accurate without manual paperwork.
How this automation accelerates your invoicing workflow
When new appointments happen, billing details can wait and invoices get delayed. This automation parses emails, creates QuickBooks invoices, and updates your client directory and onboarding cardsβso your team can invoice and onboard immediately.
Acuity Schedulingor swap with your favorite app
2.Parses text into emails
Integrate AI by Zapier and email parsing tools to extract Email 1 and Email 2 from the raw appointment email input.
AI by Zapieror swap with your favorite app
3.Creates customer and invoice
Integrate QuickBooks Online and accounting records to find or create a customer and create an invoice with dates and line items.
QuickBooks Onlineor swap with your favorite app
4.Upserts client directory record
Integrate Zapier Tables and directory storage to create or update a client record using the QuickBooks customer reference and parsed emails.
Zapier Tablesor swap with your favorite app
5.Creates onboarding card and attach
Integrate Trello and project tracking to create an onboarding card, add the invoice reference, and attach the invoice PDF.
Trelloor 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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