1.Captures new invoice reference fields
Integrate Zengine and invoice data sources to capture submission ID and reference fields from the new invoice.
Update invoices with linked profile and application data
Automatically capture submission and reference fields across Zengine and invoice processing tools. Update invoices with linked application and profile details when new invoice created, invoice reference fields arrive, or submission ID capturedβso you can enrich billing context, populate invoice contacts, and update invoice fields without manual data entry.
How this automation enriches your invoice records
When new invoices arrive without linked application and profile context, billing teams can spend time reconciling address and contact fields. This automation captures invoice references, finds the matching application and profile records, and updates the invoice fieldsβso your team can speed up accurate processing.
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2.Finds matching application record
Integrate Zengine and record matching tools to find the application by invoice application reference and map its fields.
3.Finds matching profile record
Integrate Zengine and customer record tools to find the profile by invoice profile reference and map contact and address fields.
4.Updates invoice with linked details
Integrate Zengine and billing databases to update the triggered invoice by mapping application and profile variables into invoice fields.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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