1.Updated row triggers letter flow
Integrate Google Sheets to detect flagged rows and trigger letter creation in one workflow.
Create physical dunning letters from updated sheet rows
Automatically monitor updated spreadsheet rows across Google Sheets and only proceed when rows are flagged for physical mailing. Create and update when send-physical-letter flags appear, invoice due dates change, or address blocks updateβso you can generate dunning PDFs, email your print vendor, and record mailing status without manual follow-up.
How this automation accelerates your dunning letters
When an updated spreadsheet row signals a physical letter needs printing, delays can extend collections cycles. This automation creates print-ready PDFs and sends them, then updates mailing statusβso your team can follow up with confidence.
Google Sheetsor swap with your favorite app
2.Creates letter from template
Integrate Google Docs to create a document from your template and populate invoice and address fields.
Google Docsor swap with your favorite app
3.Formats letter date field
Integrate Formatter by Zapier and date tools to format the trigger timestamp into your letter date placeholder.
Formatter by Zapieror swap with your favorite app
4.Exports document to PDF
Integrate Google Drive to export the created Google Doc as a PDF and save it in your letters folder.
Google Driveor swap with your favorite app
5.Sends PDF to print vendor
Integrate Gmail to email the PDF attachment to your print vendor and include the invoice reference.
Gmailor swap with your favorite app
6.Updates row with mailing status
Integrate Google Sheets to update the original row with created and sent status, letter date, PDF link, and cleared flag.
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