1.Detect booking changed
Integrate SimplyBook.me and webhook triggers to start the flow when booking details change.
Update invoice worksheet when client booking details change
Automatically monitor booking changed events across SimplyBook.me, Formatter by Zapier, Google Drive, and Google Sheets. Automatically create and update invoice worksheet rows when booking reference changes, booking start dates shift, or new booking details appearβso you can update billing data, keep month sheets accurate, and notify staff without manual spreadsheet updates.
How this automation keeps your invoice worksheets current
When booking changed events happen, billing rows can get out of sync with the latest service dates and references. This automation parses booking dates and updates the matching invoice worksheet rowsβso your team can invoice with accurate month data.
SimplyBook.meor swap with your favorite app
2.Parse booking date parts
Integrate Formatter by Zapier and date tools to parse booking start datetime into year, month, and date fields.
Formatter by Zapieror swap with your favorite app
3.Find the monthly invoice file
Integrate Google Drive and file search tools to locate the invoice basis file for the booking month and year.
Google Driveor swap with your favorite app
4.Lookup row by booking code
Integrate Google Sheets and spreadsheet lookup tools to find the invoice row that matches the booking reference code.
Google Sheetsor swap with your favorite app
5.Create or update invoice row
Integrate Google Sheets and spreadsheet updates to create or update the invoice columns with booking fields and parsed dates.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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