1.Catch booking payload
Integrate Webhooks by Zapier and data mapping tools to map booking reference, dates, and deposit due date to the workflow.
When booking confirmations arrive but invoices are not updated, late payments and missed reminders can follow. This automation finds invoices and updates due dates, then creates draft confirmations from booking details—so your team can review faster.
Integrate Webhooks by Zapier and data mapping tools to map booking reference, dates, and deposit due date to the workflow.
Integrate Xero and lookup tools to search invoices by booking reference and return the matched invoice ID.
Integrate Xero and accounting notes tools to update the invoice due date and save the source for audit trails.
Integrate Paths by Zapier and routing logic tools to branch email drafting templates by mapped product name.
Integrate Microsoft Outlook and email templating tools to create a draft confirmation using booking fields for review.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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