1.Captures clawback form submission
Integrate Typeform and form workflows to capture the submitted clawback request details for invoice mapping.
Create supplier commission invoices from every clawback form
Automatically capture clawback form submissions across Typeform and your invoicing stack. Create and update sales invoices and income rows and notify the team when commission amount, request reference, or supplier details changeβso you can cut manual reconciliation and bookkeeping delays.
How this automation creates supplier commission invoices
When clawback forms arrive without a direct invoice trail, reconciling requests can slow down close and risk errors. This automation captures form data, formats invoice line amounts, creates Xero sales invoices, and records results in sheets and Slackβso your team can reconcile faster.
Typeformor swap with your favorite app
2.Looks up matching request record
Integrate Salesforce and CRM lookup tools to find the existing request and populate owner name and contact email.
Salesforceor swap with your favorite app
3.Formats date and commission amount
Integrate Formatter by Zapier and data transformation tools to format the event date and round the unit amount.
Formatter by Zapieror swap with your favorite app
4.Creates sales invoice in GBP
Integrate Xero and invoice processing tools to create a submitted sales invoice with mapped descriptions and references.
Xeroor swap with your favorite app
5.Creates income sheet row
Integrate Google Sheets and bookkeeping systems to add a row for mapping reference, supplier, owner, amount, and date.
Google Sheetsor swap with your favorite app
6.Sends invoice summary to channel
Integrate Slack and team messaging to post a summary with the invoice reference and key fields for review.
Slackor swap with your favorite app
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