1.Catches payment webhook payloads
Integrate Webhooks by Zapier to catch hook and route incoming payment data for billing creation.
Create billing record and notify collections with voucher
Automatically detect incoming payment webhook payloads across Acuity Scheduling and Google Drive. Create billing records and notify collections when vouchers upload, totals validate, and billing posts—so you can avoid manual follow-up and paperwork.
How this automation speeds up collections with voucher-backed billing
When payment webhooks arrive without consistent billing creation, delays can slow collections. This automation looks up appointment details, uploads and validates voucher PDFs, then creates billing records and emails billing—so your team can act on receipt faster.
Webhooks von Zapieror swap with your favorite app
2.Finds appointment by ID
Integrate Acuity Scheduling to look up appointment details and map the webhook reference to patient and date metadata.
Acuity Zeitplanungor swap with your favorite app
3.Uploads voucher PDF file
Integrieren Sie Google Drive to upload the voucher PDF URL and save it in an appointment ID naming pattern.
Google-Laufwerkor swap with your favorite app
4.Converts voucher PDF to text
Integrate ConvertAPI PDF Tools to convert the Drive file URL and extract text for validation.
ConvertAPI PDF Toolsor swap with your favorite app
5.Posts to billing API
Integrieren Sie Webhooks by Zapier to call your billing endpoint and create a billing record in parsed and file links.
6.Sends billing and collections email
Integrate Gmail to send a billing email with appointment date, patient name, Drive link, and validation summary.
Gmail (Englisch)or swap with your favorite app
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Accelerate collections with automated payment capture, invoice routing, and payment status alerts
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 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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