1.Receives document paid event
Integrate PandaDoc and document event listeners to capture the payment event details and start invoice record updates.
Update paid invoice records in your work management system
Automatically capture document paid events across PandaDoc and SmartSuite. Create and update when payment metadata arrives, invoice references match, or amounts changeβso you can update invoice status, populate amounts, and reconcile records without manual reconciliation.
How this automation updates your paid invoice records
When document paid events arrive, invoices can sit in limbo and accounting data can drift. This automation retrieves source document details and updates SmartSuite invoice recordsβso your team can close the paid status gap quickly.
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2.Fetches document details by ID
Integrate PandaDoc and document lookup tools to retrieve the paid document and extract invoice reference and amount fields.
3.Updates invoice record to paid
Integrate SmartSuite and work management databases to match by invoice reference and update status and amount to paid.
SmartSuiteor swap with your favorite app
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