1.Monitors lead status changes
Integrate Kommo, CRM pipelines, and lead fields to capture billing-ready lead status and start invoice prep.
Create invoices from updated lead records for billing
Automatically detect lead status changed across Kommo and billing workflows. Create and update when billing-ready triggers fire—so you can price line items, create customers, and generate invoices without manual billing follow-up.
How this automation automates invoice creation
When lead status changes into a billing-ready status, billing can stall and errors slip through. This automation finds product and coupon pricing and then creates customers and invoices—so your team can accelerate invoice-to-cash.
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2.Looks up product and coupon
Integrate Zapier Tables and pricing tables to find product and coupon details to build invoice line items.
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3.Finds or creates the customer
Integrate Sub-Zap by Zapier and customer lookup tools to locate a billing customer by email or create one.
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4.Creates the invoice
Integrate Sub-Zap by Zapier and invoice templates to create an invoice with line items, discounts, and due dates.
5.Posts an error for review
Integrate Slack and alerting channels to post failures with a responsible user mention for manual follow-up.
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