1.Captures submission and maps fields
Integrate Bubble and form capture tools to capture submission fields and map request variables for delivery steps.
Send client invoice or report link from support form
Automatically capture support form submissions across Bubble, Pipedrive, Pennylane, Postmark, Gmail, Short.io, and SMS Partner. Create and update when invoice or report requests arriveβso you can send client links, generate temporary access, and log each interaction without manual follow-up.
How this automation preserves your activity log
When support-form submissions arrive without a tracked follow-through, delivery and context get lost across inboxes. This automation captures requests, finds the matching deal, retrieves invoice details, sends the right link, and logs the interaction in your CRMβso your team can maintain a complete activity trail.
Bubbleor swap with your favorite app
2.Finds deal by dossier reference
Integrate Pipedrive and CRM search tools to look up the deal by dossier reference to route the message.
Pipedriveor swap with your favorite app
3.Retrieves customer invoice details
Integrate Pennylane and invoice lookup tools to retrieve invoice status and a secure invoice file URL.
Pennylaneor swap with your favorite app
4.Sends customer email with secure link
Integrate Postmark and email delivery tools to send a paid report link or an unpaid invoice payment link.
ActiveCampaign Postmarkor swap with your favorite app
5.Notifies billing staff internally
Integrate Gmail and internal messaging workflows to send a billing copy or alert tied to the deal request.
Gmailor swap with your favorite app
6.Creates shortened access link
Integrate Short.io and link management tools to shorten the temporary access URL for safe delivery.
Short.ioor swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
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Step 2
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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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