1.Detect product purchase event
Integrate ThriveCart and ecommerce event tracking to trigger invoice creation from each successful product purchase event.
Create paid invoice and enroll buyer into onboarding
Automatically monitor product purchase events across ThriveCart and Zapier Tables. Create and update paid invoices and contacts when product purchase event, checkout completes, or payment succeedsβso you can generate invoices, enrich contacts, and send receipts without manual invoicing.
How this automation creates paid invoices for buyers
When product purchase event happens, delayed billing and missing invoice details can slow revenue recognition. This automation finds course info, formats and upserts contacts, computes tax-ready invoice lines, and creates paid invoices and sends receiptsβso your team can act the same day.
ThriveCartor swap with your favorite app
2.Find course details
Integrate Zapier Tables and course lookup tools to map purchased product names to the right course records and tags.
Zapier Tablesor swap with your favorite app
3.Format and enrich contact
Integrate Sub-Zap by Zapier and contact enrichment tools to combine names and validate email for invoice-ready metadata.
Sub-Zap by Zapieror swap with your favorite app
4.Upsert contact record
Integrate Zapier Tables and CRM-style record tools to upsert contacts by email and attach course references.
5.Compute invoice SKU and tax
Integrate Code by Zapier and tax rules tools to compute invoice SKU and tax percentage from country and SKU prefix.
Code by Zapieror swap with your favorite app
6.Create and send paid invoice
Integrate Holded and billing workflow tools to create invoices, mark them paid, and send receipts to the buyer.
Holdedor 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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