1.Catches billing event webhook
Integrate Webhooks by Zapier, and routing rules to capture the billing event payload and start invoice processing.
Send final invoice email with PDF and payment link
Automatically catch billing events across Webhooks by Zapier and your invoice stack. Create invoice PDFs, send final invoice emails with payment links, and log sends—so you can reduce manual invoicing and follow-up.
How this automation accelerates your invoice collection
When billing events arrive but details get handled by hand, sends stall and accounting records go out of sync. This automation catches webhooks, finds contacts and invoices, generates PDFs, sends emails, and logs delivery for reporting—so your team can close the gap faster.
Webhooks by Zapieror swap with your favorite app
2.Finds contact in HubSpot
Integrate HubSpot and CRM lookup tools to match incoming webhook email and return contact name and preferred email.
HubSpotor swap with your favorite app
3.Finds invoice row in Excel
Integrate Microsoft Excel and spreadsheet lookup tools to search by deal or invoice reference and surface payment URL metadata.
Microsoft Excelor swap with your favorite app
4.Generates invoice PDF in bexio
Integrate bexio and PDF generation systems to request a PDF and output a PDF file artifact for the invoice.
bexioor swap with your favorite app
5.Sends final invoice email
Integrate Microsoft Outlook and email templates to send an HTML message with the invoice PDF attachment and payment link.
Microsoft Outlookor swap with your favorite app
6.Records invoice send
Integrate Zapier Tables and Google Sheets to mark invoice sent and append reporting rows with reference, date, and payment link.
Google Sheetsor swap with your favorite app
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Explore all invoice-to-cash automations
Accelerate cash collection with automated payment alerts, invoice updates, and overdue follow-up
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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