1.Detect new booking submission
Integrate Jotform and form workflows to capture new submission details for invoice processing.
Create invoice and CRM deal from booking form submission
Automatically monitor new booking submissions across Jotform and build billing details in Zapier Tables and create invoice and CRM records in Xero and HubSpot. Create and update when booking form currency and term answers arrive and invoice PDFs and deal properties are generatedβso you can create invoices, update deals, and notify billing without manual handoffs.
How this automation creates invoice and deal records
When booking submissions pile up across inboxes, invoice timing slips and deals stay unrecorded. This automation looks up billing terms, finds or creates clients, generates Xero invoices, creates HubSpot deals, and sends Gmail notificationsβso your team avoids manual handoffs.
Jotformor swap with your favorite app
2.Looks up billing currency and term
Integrate Zapier Tables and data mapping tools to find currency code and billing frequency for each submission.
Zapier Tablesor swap with your favorite app
3.Finds or creates client record
Integrate Assembly.com and customer databases to match billing email or company name and create a client on no match.
Assembly.comor swap with your favorite app
4.Creates sales invoice in Xero
Integrate Xero and invoice automation tools to generate an invoice, set due date, and return invoice PDF and number.
Xeroor swap with your favorite app
5.Creates deal and line item
Integrate HubSpot and CRM tools to create a deal, attach invoice details, and associate it to the Assembly.com company.
HubSpotor swap with your favorite app
6.Emails invoice PDFs to recipients
Integrate Gmail and email notifications to send billing and insertion recipients the invoice PDF and booking summary.
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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