1.Detect new successful purchase
Integrate ClickFunnels Classic and analytics tools to capture new successful purchase events for invoice creation and buyer logging.
Create draft invoice and record buyer details in sheet
Automatically detect new successful purchases from ClickFunnels Classic across Xero, ClickSend SMS, and Google Sheets. Create and update when successful purchase happens, purchase matches configured SKUs, or checkout completesβso you can create draft invoices, log buyer details, and notify buyers without manual invoice entry.
How this automation speeds up draft invoice setup
When new successful purchases trigger, delayed billing and miskeyed invoice fields can slow fulfillment. This automation filters qualifying products, normalizes purchase details, creates draft invoices, notifies buyers, and logs rowsβso your team can move faster with clean records.
ClickFunnels Classicor swap with your favorite app
2.Continue only for qualifying SKUs
Integrate Filter by Zapier and product rules to evaluate purchase contents and continue only for configured product SKUs.
Filter by Zapieror swap with your favorite app
3.Normalize date and amount fields
Integrate Formatter by Zapier and currency tools to convert purchase timestamp to local date format and cents to currency amount.
Formatter by Zapieror swap with your favorite app
4.Create draft sales invoice
Integrate Xero and accounting tools to create a draft sales invoice with mapped buyer, invoice, and line unit amounts.
Xeroor swap with your favorite app
5.Send purchase confirmation SMS
Integrate ClickSend SMS and messaging tools to send a concise purchase confirmation referencing the invoice reference and email location.
ClickSend SMSor swap with your favorite app
6.Add buyer and invoice tracking row
Integrate Google Sheets and reporting tools to add a row with buyer details, invoice number, invoice total, date, and product name.
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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Step 1
Connect your tools
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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