1.Catch Hook on quote approved payload
Integrate Webhooks by Zapier and API mapping tools to capture the incoming quote approved payload for later invoice decisions.
Send retainer invoice and update project status record
Automatically capture quote approved payloads across Webhooks by Zapier, Zoho Books, Code by Zapier, and Zapier Tables. Create and update when retainer invoices load, payment options enable, and records updateβso you can enable payments, send retainer emails, and refresh project status without manual follow-up.
How this automation accelerates retainer billing and project updates
When quote approved payloads arrive, delays can stall billing and block project teams from acting. This automation pulls the latest retainer in Zoho Books, updates payment options and sends the retainer email, and then updates your records in Zapier Tables and logs the outcomeβso your team can bill on time.
Webhooks by Zapieror swap with your favorite app
2.Fetch retainer invoices list
Integrate Zoho Books and request handling tools to request retainer invoices and pass the response body to the next step.
Zoho Booksor swap with your favorite app
3.Select latest retainer
Integrate Code by Zapier and data filtering tools to filter invoices and return the latest retainer id, status, created time, and total.
Code by Zapieror swap with your favorite app
4.Enable payment gateway on retainer
Integrate Zoho Books and payment gateway settings tools to PUT the retainer and enable the configured payment gateway.
5.Send retainer email to customer
Integrate Zoho Books and email templates to POST the retainer email using the prepared subject and body details.
6.Update record with invoice status
Integrate Zapier Tables and record lookup tools to update fields with quote reference, retainer id, and status for auditing.
Zapier Tablesor 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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