1.Monitor new invoice
Integrate QuickBooks Online and accounting tools to watch for a new invoice and start payment link workflows.
Publish invoice pages and create payment links for clients
Automatically publish new invoices across QuickBooks Online, Zapier Tables, Formatter by Zapier, Stripe, and Webflow. Create and update when new invoice arrives, unpaid balance is present, or customer reference matchesβso you can attach invoice PDFs, generate payment links, and log invoice pages without manual data entry.
How this automation creates client-ready invoice pages
When new invoices land in your accounting system, unpaid items can stall and create avoidable follow-up delays. This automation monitors new invoices and publishes live invoice pages by calculating amounts, creating payment links, and logging recordsβso your team can get paid faster.
QuickBooks Onlineor swap with your favorite app
2.Find matching company
Integrate Zapier Tables and reporting tables to find the company by accounting customer ID for invoice page fields.
Zapier Tablesor swap with your favorite app
3.Skip non-qualifying invoices
Integrate Filter by Zapier and invoicing rules to continue only for invoices with an outstanding balance.
Filter by Zapieror swap with your favorite app
4.Calculate payment amount
Integrate Formatter by Zapier and pricing tools to compute fees and map invoice balance to a payment amount.
Formatter by Zapieror swap with your favorite app
5.Create payment link
Integrate Stripe and payment link tools to create product and price and generate a one-click payment link.
Stripeor swap with your favorite app
6.Create live invoice page
Integrate Webflow and CMS tools to publish an invoice page with invoice number, PDF URL, and payment link.
Webflowor swap with your favorite app
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Explore all bill payment management automations
Streamline bill payments with automated approval routing, payment confirmations, and ledger updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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