1.Catches submission payload
Integrate Webhooks by Zapier and data mapping tools to capture submission details and to log invoice inputs for formatting.
Create subcontractor invoice PDFs and notify billing team
Automatically catch subcontractor invoice submissions across Webhooks by Zapier and build PDF invoices with Google Docs. Email contractors with a download link and update Airtable for processed recordsβso you can prevent delayed billing, reduce back-and-forth, and eliminate manual file handling.
How this automation accelerates your subcontractor billing
When invoice submissions arrive but PDFs stay unformatted, billing can stall and contractors do not get timely access. This automation generates invoice PDFs, shares download links, sends contractor emails, and updates finance recordsβso your team can bill without chasing files.
Webhooks by Zapieror swap with your favorite app
2.Exports invoice PDF
Integrate Google Docs and document templates to create the invoice from submission fields and to export a PDF.
Google Docsor swap with your favorite app
3.Stores PDF in folder
Integrate Google Drive and file sharing tools to move the generated PDF into your configured folder and to create a link.
Google Driveor swap with your favorite app
4.Sends contractor email
Integrate Gmail and email templates to send an HTML message with the PDF link and to CC the billing alias.
Gmailor swap with your favorite app
5.Updates finance record
Integrate Airtable and record management tools to update the matching finance record with the PDF link, email thread ID, and processed flag.
Airtableor 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
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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