1.Creates invoice-ready context from new orders
Integrate Thinkific and course commerce tools to detect new order events and route order context to formatting.
Create invoice-ready rows and contact records from orders
Automatically monitor new order events across Thinkific and accounts receivable sheets. Create invoice-ready rows and contact matches when orders arrive, payments clear, or course purchases complete—so you can post transactions, generate invoice lines, and update master contacts without manual bookkeeping.
How this automation creates invoice-ready rows
When new orders hit Thinkific, delays can stall billing and cash collection. This automation formats order data, logs transaction rows, and builds invoice orders while locating contacts—so your team can invoice faster.
Thinkificor swap with your favorite app
2.Formats and parses order data
Integrate Formatter by Zapier and data transformation tools to map timestamps to dates, split items, and extract amounts to format order lines.
Formatter by Zapieror swap with your favorite app
3.Adds transaction rows for reporting
Integrate Google Sheets and spreadsheet reporting tools to append each order to All transactions with mapped amounts and buyer details to track transactions.
Google Sheetsor swap with your favorite app
4.Finds the buyer in master contacts
Integrate Zapier Tables and contact database tools to match buyer email in Master Contact Table to return existing contact or not-found.
Zapier Tablesor swap with your favorite app
5.Creates invoice order line items
Integrate Google Sheets and invoice sheet tools to add rows in Invoice orders with invoice refs and line amounts using contact data or placeholders.
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