1.Detect new sales invoice
Integrate Visma eAccounting and accounts payable tools to detect new sales invoices for processing.
Send invoice PDFs and update billing records for vendors
Automatically monitor new sales invoice events across Visma eAccounting and Google Drive and Zoho CRM and Brevo. Create and update invoice billing records when invoice posts, file metadata matches, or payment reference appearsβso you can publish invoice links, update invoice records, and email vendors without manual invoice chasing.
How this automation protects vendor billing accuracy
When a new sales invoice posts, delays in locating PDFs and updating records can slow billing and confuse vendors. This automation finds the invoice PDF, publishes a share link, and updates Zoho CRM and sends vendor emailsβso your team can bill faster with fewer errors.
Visma eAccountingor swap with your favorite app
2.Find invoice PDF file
Integrate Google Drive, document search, and metadata tools to find the invoice PDF and return file IDs.
Google Driveor swap with your favorite app
3.Create viewable share link
Integrate Google Drive and sharing permissions tools to set a viewable link and return the share URL.
4.Move PDF into customer folder
Integrate Google Drive and shared drives to find or create customer folders and move the PDF to billing subfolders.
5.Update invoice record with link
Integrate Zoho CRM, CRM search, and record updates to update the invoice with the public file link and payment reference.
Zoho CRMor swap with your favorite app
6.Send vendor transactional email
Integrate Brevo, email templates, and attachments tools to send the vendor email with the invoice number and PDF link.
Brevoor 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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