1.Detect new billing record
Integrate TrackVia and billing views to watch for new billing view records and route qualifying records.
Create and send patient invoices for each clinic entity
Automatically route new record in a configured billing view across TrackVia and QuickBooks Online. Create and update when billing records arrive, patient billing fields update, or clinic entity entries appear—so you can find customers, create invoices, and email delivery then log Invoice Sent without manual follow-up.
How this automation speeds up patient invoicing
When new billing view records appear, invoices can stall while billing teams match entities, products, and contacts. This automation routes records, creates customers and invoices, sends emails, and logs posted invoices—so your team can reduce billing delays.
TrackViaor swap with your favorite app
2.Route by clinic entity
Integrate Paths by Zapier and routing logic to route by entity field and continue only for qualifying records.
Paths de Zapieror swap with your favorite app
3.Create customer and invoice
Integrate QuickBooks Online and accounting mapping to find or create customers and create invoice line details.
QuickBooks en líneaor swap with your favorite app
4.Send invoice email to patient
Integrate QuickBooks Online and email delivery to send the created invoice to the mapped patient email.
5.Log posted invoice status
Integrar TrackVia and database logging to add a record con created invoice ID and set status to Invoice Sent.
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Paso 1
Connect your tools
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Paso 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Paso 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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