1.Monitor new entry submission
Integrate Cognito Forms and form capture tools to detect when a new takings entry is submitted for invoicing.
Create daily invoice from form entry and email PDF to finance
Automatically monitor new form entries across Cognito Forms and send invoice PDFs to Gmail. Create and email posted invoices when form entry submitted, takings captured, or entry ID generatedβso you can post invoices, attach PDFs, and reconcile same day without manual reconciliation.
How this automation speeds up invoice reconciliation
When new entry is submitted in Cognito Forms, invoices can lag and reconciliation can miss the dayβs cutoff. This automation builds invoice payloads and posts invoices, retrieves the generated PDF, and emails the attachmentβso your team can reconcile faster.
Cognito Formsor swap with your favorite app
2.Build invoice payload and post
Integrate Code by Zapier and accounting APIs to transform entry data into an invoice payload and post invoices.
Code by Zapieror swap with your favorite app
3.Retrieve generated invoice PDF
Integrate Webhooks by Zapier and file retrieval tools to fetch the returned PDF blob for attachment.
Webhooks by Zapieror swap with your favorite app
4.Pause for PDF generation
Integrate Delay by Zapier and automation timing to wait briefly so the PDF is ready before attachment.
Delay by Zapieror swap with your favorite app
5.Send invoice email with PDF
Integrate Gmail and email delivery tools to send the invoice PDF to your finance address with reference details.
Gmailor 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
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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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