1.Captures new renewal submissions
Integrate Jotform and online form inputs to capture each renewal submission and start invoice processing.
Create membership renewal invoice and log member record
Automatically capture new renewal submissions across Jotform, Formatter by Zapier, and QuickBooks Online. Create and send renewal invoices when submission includes member count, billing email changes, or invoice totals are ready—so you can issue invoices, notify members, and log renewals without manual invoicing.
How this automation issues invoices from renewals
When new Jotform submissions arrive, renewals can stall and billing records get out of date. This automation calculates totals, creates and sends invoices, and logs member records—so your team can accelerate renewal billing without manual invoicing.
Jotformor swap with your favorite app
2.Transforms totals for invoicing
Integrate Formatter by Zapier and data mapping to extract member count and calculate invoice totals using your per-member fee.
Formatter by Zapieror swap with your favorite app
3.Creates renewal invoice
Integrate QuickBooks Online and accounting data to create an invoice and map customer and service dates from the submission.
QuickBooks Onlineor swap with your favorite app
4.Sends invoice to member
Integrate QuickBooks Online and email delivery to send the created invoice to the member billing email.
5.Creates renewal tracking record
Integrate Zapier Tables and spreadsheet style tracking to append a member and renewal record tied to the invoice ID.
Zapier Tablesor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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