1.Form submission created
Integrate Zapier Forms and form intake tools to use the submission as a trigger and transfer booking fields into the workflow.
Create job record and invoice from booking form
Automatically convert booking form submissions into customer and accounting drafts across Zapier Forms, Xero, and CompanyCam. Create job records and draft sales invoices and supplier bills when form submission created, requested date captured, or booking details submittedβso you can route work faster, reduce intake errors, and review invoices without manual paperwork.
How this automation creates draft invoices from bookings
When form submission created, billing and operations can lose time to manual intake and duplicate records. This automation uses Zapier Forms to capture booking details, Xero to create draft contacts, invoices, and bills, and CompanyCam and Twilio to set up the job and notify the teamβso your team can review and process faster.
Zapier Formsor swap with your favorite app
2.Creates draft accounting entries
Integrate Xero and accounting record templates to find or create a contact and create draft accounting entries for the job.
Xeroor swap with your favorite app
3.Creates draft invoices and bills
Integrate Xero and invoice drafting tools to create draft sales invoices and draft supplier bills for manual review.
4.Creates or updates project
Integrate CompanyCam and project tracking tools to create or find a project and update the project notepad for the crew.
CompanyCamor swap with your favorite app
5.Sends SMS to assigned mitigator
Integrate Twilio and team notification tools to send an SMS with the scheduled date and short job details.
Twilioor 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
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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