1.Retrieves transaction details
Integrate Sharetribe and marketplace data to fetch transaction context and customer and provider identifiers to trigger downstream receipt creation.
Generate and email receipts to customers and providers
Automatically monitor transaction transitioned events across Sharetribe and Zapier Tables. Create and deliver receipt PDFs and tax invoices when transaction confirmed, transaction accepted, or transaction completedβso you can generate receipts, email tax invoices, and reduce manual invoicing paperwork.
How this automation delivers receipts and tax invoices fast
When transaction status changes, delayed receipts and tax invoices can create payment friction and reconciliation gaps. This automation retrieves transaction details, generates receipt and tax invoice PDFs, and emails them to customers and providersβso your team can close the loop quickly.
Sharetribeor swap with your favorite app
2.Looks up provider billing settings
Integrate Zapier Tables and ledger data to find the provider record and tax flag and template selection to power correct invoicing.
Zapier Tablesor swap with your favorite app
3.Calculates pricing and tax
Integrate Formatter by Zapier and currency utilities to compute formatted price and tax values and local dates to render templates accurately.
Formatter by Zapieror swap with your favorite app
4.Creates receipt and invoice PDFs
Integrate TemplateFox and PDF generation tools to populate chosen receipt and invoice templates and generate expiring PDF links for delivery.
TemplateFoxor swap with your favorite app
5.Sends email receipts and invoices
Integrate Microsoft Outlook and email sending tools to email customer receipts and provider tax invoices with the generated PDF links.
Microsoft Outlookor 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
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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