1.Capture new invoice details
Integrate Chargebee and invoicing data tools to capture invoice payload and minimal identifiers for your chase workflow.
Create debtor chase task for new invoices same day
Automatically monitor new invoice generated events across Chargebee and monday.com. Create and update chase tasks when new invoice generated, customer match found, or invoice due date addedβso you can create items, set due dates, and populate customer fields without manual follow-up.
How this automation accelerates debtor chase tasks
When new invoices keep arriving without a fast chase workflow, overdue follow-ups happen and collections slow down. This automation captures invoice details and creates monday.com chase tasks and due datesβso your team can start collections immediately.
Chargebeeor swap with your favorite app
2.Find customer by reference
Integrate Chargebee and customer records systems to look up the customer by customer reference and map company fields to item creator targets.
3.Format dates and amounts
Integrate Formatter by Zapier and data formatting tools to convert invoice and due dates and normalize amounts for board mapping.
Formatter by Zapieror swap with your favorite app
4.Create chase item on board
Integrate monday.com and work management tools to create an item with invoice reference, formatted due date, normalized amount, and customer note.
monday.comor swap with your favorite app
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Accelerate cash collection with automated invoice follow-ups, payment tracking, and account 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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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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