1.Detect new project record
Integrate Airtable and project intake tools to detect new project record changes to kick off invoice creation.
Create and send invoices from new project records
Automatically monitor new project records across Airtable and invoice systems. Create and finalize invoice, log debtor details to Google Sheets, and add a collections collaborator when project records are added, entries are created, or project details are submitted—so you can automate invoicing, speed up review, and strengthen collections follow-up without manual invoicing.
How this automation creates project invoices faster
When new project records appear in Airtable, invoicing can stall and collections follow-up gets delayed. This automation formats invoice dates, creates and finalizes invoices, and logs debtor details—so your team can bill accurately without manual invoice prep.
Airtableor swap with your favorite app
2.Formats invoice date
Integrate Formatter by Zapier and workflow data tools to format the invoice date field to standardize invoicing details.
Formatter by Zapieror swap with your favorite app
3.Creates and finalizes invoice
Integrate Code by Zapier and payment API tooling to create and finalize invoices to move projects into billing.
Code by Zapieror swap with your favorite app
4.Adds debtor and invoice row
Integrate Google Sheets and spreadsheet workflows to add a row with invoice and contact fields to log debtor details.
Google Sheetsor swap with your favorite app
5.Adds person to project
Integrate Basecamp and project management tools to add the collections collaborator to ensure follow up ownership.
Basecampor swap with your favorite app
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