1.Detect new form response
Integrate Google Forms and submission forms to capture re-enrolment details and follow-up flags for the next steps.
Create and email invoices from re-enrolment form submissions
Automatically monitor new form responses across Google Forms and Google Sheets and Xero and HubSpot. Create and update records when re-enrolment is submitted or program is selected or a follow-up request is flagged—so you can send invoices, update booking invoices, and open tickets without manual invoice chasing.
How this automation creates authorized invoices
When new form responses arrive without instant invoicing, re-enrolments can stall and cash collection gets delayed. This automation monitors submissions, finds booking matches, creates and emails sales invoices, and updates booking and CRM records—so your team can get paid faster.
Google Formulareor swap with your favorite app
2.Find matching booking row
Integrate Google Sheets and lookup tables to map respondent email and student identity to the correct booking row.
Google Sheetsor swap with your favorite app
3.Create and send sales invoice
Integrate Xero and accounting workflows to create an authorized sales invoice, set due dates, and send it to the contact.
Xeroor swap with your favorite app
4.Update invoice fields on booking
Integrate Google Sheets and reporting sheets to store the invoice number, total, and timestamp and mark the booking invoiced.
5.Create contact and ticket
Integrate HubSpot and ticketing workflows to create or find contacts, open follow-up tickets, and optionally send an internal Gmail summary.
HubSpotor swap with your favorite app
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Schritt 3
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