1.Detects button click in a record
Integrate Zapier Tables and data lookup tables to pull customer and invoice references after a button click.
Create accounts receivable letters and email assigned owner
Automatically monitor record button clicks across Zapier Tables and customer and invoice lookups. Create and update when assigned owners are identified or fallback addresses are needed or documents are generatedβso you can generate letters, format due details, and email owners without manual reporting.
How this automation generates collections letters for faster follow-up
When a collections letter button click happens, waiting on manual lookups and formatting slows outreach and can delay payment follow-through. This automation pulls customer and invoice data, formats dates and balances, creates the Google Doc, and emails the assigned ownerβso your team can send letters consistently.
Zapier Tablesor swap with your favorite app
2.Finds customer and invoice records
Integrate Zapier Tables and database lookups to retrieve customer address, invoice amount, and invoice date for the letter.
3.Normalizes the recipient email
Integrate Code by Zapier and email routing logic to normalize the assigned owner email with a fallback address.
Code by Zapieror swap with your favorite app
4.Formats due date and balance
Integrate Formatter by Zapier and formatting rules to generate human-readable DueDate and Balance values.
Formatter by Zapieror swap with your favorite app
5.Creates the letter from a template
Integrate Google Docs and template documents to create a collections letter and remove empty fields.
Google Docsor swap with your favorite app
6.Sends the owner notification email
Integrate Email by Zapier and document links to email the owner the title and link with a print checklist.
Email by Zapieror swap with your favorite app
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Explore all collections management automations
Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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