1.Detect booking updates
Integrate SimplyBook.me to monitor updated bookings and to trigger invoice and bill preparation.
Create invoices and bills from updated bookings to accounting
Automatically monitor booking updates across SimplyBook.me, Google Sheets, Xero, and Zapier Tables. Create and update when booking code changes, booking date changes, or client details updateβso you can generate invoice drafts, prepare supplier bills, and log invoice numbers without manual reconciliation.
How this automation accelerates your invoice reconciliation
When booking updates arrive, invoice records can stay incomplete and reconciliation slows down. This automation looks up location details, builds contact payloads, and creates draft sales invoices and supplier billsβso your team can close the books faster.
SimplyBook.meor swap with your favorite app
2.Lookup location details
Integrate Google Sheets and mapping worksheets to lookup client location fields and to return a location-found flag.
Google Sheetsor swap with your favorite app
3.Determine location presence
Integrate Sub-Zap by Zapier and workflow inputs to compute a location found boolean for later email logic.
Sub-Zap by Zapieror swap with your favorite app
4.Build contact payloads
Integrate Code by Zapier and contact mapping logic to assemble a primary contact and contact persons list.
Code by Zapieror swap with your favorite app
5.Create or update drafts
Integrate Xero and accounting records tools to create draft sales invoices and draft supplier bills.
Xeroor swap with your favorite app
6.Log booking to invoice record
Integrate Zapier Tables and reconciliation data tools to store booking ID, invoice number, and location.
Zapier Tablesor 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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