1.Receives invoice webhook payload
Integrate Jobber and invoice parsers to extract invoice reference, client identifier fields, amounts, and status for mapping.
Attach incoming invoice webhook data to client records
Automatically map incoming invoice webhook payloads across Jobber and customer record systems. Get alerts when invoices arrive, update billing profiles, and notify billing staff—so you can prevent manual reconciliation and missed collections without manual reporting.
How this automation protects billing accuracy
When invoice webhook events arrive but client mapping stays manual, billing staff spend time on reconciliation and delays can affect collections. This automation maps invoice payloads to client records and updates billing profiles and notifies billing staff when matches are missing—so your team can act immediately.
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2.Finds matching client record
Integrate Jobber and client lookup tools to search clients by mapped identifier fields and continue only for qualifying matches.
3.Updates client billing info
Integrate Jobber and billing record systems to map invoice details onto the matching client profile fields in real time.
4.Emails billing staff for no match
Integrate Gmail and notification systems to send a billing alert with the invoice summary when no client match is found.
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