1.Catches webhook submission payloads
Integrate Webhooks by Zapier and payload processing tools to receive submissions and extract billing, site, and reference fields to pass onward.
Create draft out-of-scope invoices from web form submissions
Automatically catch out-of-scope invoice submission payloads across Webhooks by Zapier and Formatter by Zapier. Send a draft sales invoice workflow when payloads arrive and tax-inclusive totals compute or contact mappings resolve—so you can create invoice drafts, calculate GST-inclusive amounts, and notify the team without manual invoicing.
How this automation drafts out-of-scope invoices faster
When out-of-scope invoice requests arrive via web forms, delays can stall collections and review. This automation catches submission payloads, cleans and calculates GST inclusive fields, then creates draft invoices and notifies your team—so you can reduce manual invoicing.
Webhooks by Zapieror swap with your favorite app
2.Cleans fields with lookup tables
Integrate Formatter by Zapier and data normalization tools to standardize invoice codes and resolve submitter details to output cleaned fields.
Formatter by Zapieror swap with your favorite app
3.Calculates GST inclusive line totals
Integrate Formatter by Zapier and tax calculation tools to compute tax inclusive totals and format final line amounts from the original amount.
4.Creates a draft sales invoice
Integrate Xero and accounting data mapping tools to create sales invoices with Draft status, due in 7 days, and assigned account code.
Xeroor swap with your favorite app
5.Sends a review summary to Slack
Integrate Slack and team notification tools to post the reference, GST inclusive amount, and invoice link for quick review.
Slackor swap with your favorite app
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