1.Catches incoming booking payload
Integrate Webhooks by Zapier and webhook mapping tools to capture booking payload data for invoice sending.
Send invoice emails and mark booking records as sent
Automatically catch booking payloads across Webhooks by Zapier and Microsoft Excel. Send invoice emails and retrieve invoice PDFs from bexio when unsent invoices are matchedβso you can send, log, and update records without manual follow-up.
How this automation sends invoices and updates booking records
When an invoice booking payload arrives but sent flags stay unset, billing workflows stall and reporting falls behind. This automation catches booking signals, retrieves invoice PDFs, sends invoice emails, and updates your worksheetβso your team can recognize sent invoices faster.
Webhooks by Zapieror swap with your favorite app
2.Finds booking row by reference
Integrate Microsoft Excel and worksheet lookup tools to find the matching booking row and sent flag.
Microsoft Excelor swap with your favorite app
3.Formats dates for comparison
Integrate Formatter by Zapier and date formatting tools to normalize dates for consistent invoice scheduling.
Formatter by Zapieror swap with your favorite app
4.Retrieves invoice PDF
Integrate bexio and document retrieval tools to request the invoice PDF and load it into the workflow.
bexioor swap with your favorite app
5.Sends invoice email with PDF
Integrate Microsoft Outlook and email delivery tools to send the invoice email and attach the retrieved PDF.
Microsoft Outlookor swap with your favorite app
6.Updates sent flag in worksheet
Integrate Microsoft Excel and sheet update tools to set the sent flag on the matched booking row.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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