1.Captures new product orders
Integrate Acuity Scheduling and scheduling workflows to start the flow by capturing the new product order payload.
Create invoice and record payment from course booking
Automatically capture new product orders across Acuity Scheduling and Formatter by Zapier. Create and post invoices when course bookings are created, orders are marked paid in full, or qualifying orders pass filters — so you can normalize emails, generate approved invoices, and post receipts payments without manual invoicing.
How this automation accelerates invoice-to-cash
When new product orders arrive without clean contact matching, invoicing delays and AR mismatches add manual work. This automation captures booking details, normalizes purchaser email, filters qualifying orders, then creates HubSpot deals and Xero approved invoices and posted payments—so your team closes the cash loop faster.
Acuity Schedulingor swap with your favorite app
2.Normalizes purchaser email
Integrate Formatter by Zapier and data formatting tools to clean and output a single canonical purchaser email.
Formatter by Zapieror swap with your favorite app
3.Filters to qualifying orders
Integrate Filter by Zapier and conditional routing to continue only for paid in full and non instalment purchases.
Filter by Zapieror swap with your favorite app
4.Creates contacts and deals
Integrate HubSpot and CRM record tools to find or create the contact and create a deal with mapped amount and owner.
HubSpotor swap with your favorite app
5.Creates invoices and posts payments
Integrate Xero and accounting tools to create an approved sales invoice and post the payment to receipts.
Xeroor swap with your favorite app
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