1.Monitors new invoices generated
Integrate Chargebee and billing systems to detect new invoice generated events for collections routing.
Notify accounts and customer success of offline invoices
Automatically monitor new invoice generated events across Chargebee. Send internal alerts when manual or offline invoices appearβso you can find customers, filter non-auto collection invoices, and email accounts and customer success without manual invoice review.
How this automation speeds up invoice triage
When new invoices arrive without clear routing, offline invoices can stall and collections teams lose time. This automation monitors invoice creation and finds customers, filters manual invoices, and emails accounts and customer successβso your team can start triage faster.
Chargebeeor swap with your favorite app
2.Finds the invoice customer
Integrate Chargebee and customer lookup tools to map invoice customer references to company and owner values.
3.Filters for manual or offline invoices
Integrate Filter by Zapier and workflow rules to continue only for invoices marked manual offline or non auto collection.
Filter by Zapieror swap with your favorite app
4.Sends email to accounts and customer success
Integrate Gmail and email distribution lists to send an invoice alert with references to accounts and customer success inboxes.
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Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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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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