1.Creates payment form submission
Integrate Zapier Forms and data capture tools to detect new submissions and route invoice collection work.
Send payment request emails and save invoices to central folder
Automatically route payment form submissions across Zapier Forms and send email requests and save invoices in Google Drive. Create and update when payment submission created, payment details submitted, or attachment omittedβso you can request invoices, centralize files, and follow up without manual paperwork.
How this automation protects invoice collection
When payment form submissions are created but invoices stay unfiled, delays can disrupt reconciliations. This automation uploads invoice files and sends payment request emails, then waits and issues reminder emailsβso your team can recover missing invoices quickly.
Zapier Formsor swap with your favorite app
2.Uploads invoice file when present
Integrate Google Drive and file indexing tools to upload attachments into the configured finance folder.
Google Driveor swap with your favorite app
3.Sends payment request email to finance
Integrate Gmail and email templating tools to request invoice review using submission fields and file links.
Gmailor swap with your favorite app
4.Waits for 2 days
Integrate Delay by Zapier and timeout controls to pause for invoice uploads before sending a follow-up.
Delay by Zapieror swap with your favorite app
5.Sends reminder if no file
Integrate Gmail and file lookup tools to check for uploads and send reminder emails with context.
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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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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