1.Catches sales transaction payload
Integrate Webhooks by Zapier and request payload tools to catch the transaction payload so you can start invoice creation.
Send invoice and payment link to customer records
Automatically process sales transaction payloads across Webhooks by Zapier and Google Sheets. Create invoices, shorten checkout URLs, and notify customers across Twilio and SMTP so you can speed collections, reduce errors, and keep records without manual follow-up.
How this automation accelerates your invoice-to-cash
When sales transactions arrive without an attached invoice and payment link, customers stall and revenue slips. This automation processes webhook payloads, generates invoice PDFs and checkout links, shortens URLs, and notifies customers—so you can collect faster and keep accurate records.
Webhooks by Zapieror swap with your favorite app
2.Finds or creates invoice row
Integrate Google Sheets and spreadsheet tools to find or create a row and increment the invoice counter for bookkeeping.
Google Sheetsor swap with your favorite app
3.Calculates amounts and commission
Integrate Formatter by Zapier and currency tools to calculate net, tax, and commission values and format them for documents.
Formatter by Zapieror swap with your favorite app
4.Creates checkout session
Integrate Webhooks by Zapier and payment endpoint tools to POST to your payment endpoint and extract the checkout URL.
5.Shortens checkout payment URL
Integrate URL Shortener by Zapier and messaging tools to shorten the checkout URL for email and SMS insertion.
URL Shortener by Zapieror swap with your favorite app
6.Sends SMS and email with PDF
Integrate Twilio and SMTP by Zapier and document tools to send SMS and email with the PDF attachment and shortened URL.
Twilioor swap with your favorite app
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Accelerate cash collection with automated payment alerts, invoice updates, and overdue follow-up
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