1.Monitors new record in invoice view
Integrate TrackVia and invoice data tools to detect a new invoice record and map fields for PDF generation.
Create finalized invoice PDFs automatically from new records
Automatically detect new record in configured invoice view across TrackVia. Create finalized invoice PDFs when invoice record created, invoice view entry created, or invoice totals finalizedβso you can generate PDFs, populate templates, and distribute billing copies without manual reconciliation.
How this automation creates finalized invoice PDFs for billing
When new invoice records appear in the configured view, delays can disrupt billing and reconciliation. This automation creates invoice PDF documents and outputs them, then saves the PDF or emails it to billing staffβso your team can distribute ready documents automatically.
TrackViaor swap with your favorite app
2.Creates document merge PDF
Integrate Formstack Documents and document templates to create a PDF from your configured invoice template and mapped fields.
Formstack Documentsor swap with your favorite app
3.Emails generated invoice PDF
Integrate Email and billing distribution tools to deliver the generated PDF to billing staff as an attachment.
Email 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
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