1.Catch invoice and payment payloads
Integrate Webhooks by Zapier and webhook handlers to pass raw submissions into your invoice-to-cash flow.
Add revenue rows from invoice webhooks for billing
Automatically receive invoice and payment payloads across Webhooks by Zapier and Google Sheets. Create revenue rows and normalize line items, and email finance exception alerts—so you can keep AR visibility current without manual spreadsheet updates.
How this automation creates clean revenue rows
When invoice and payment payloads arrive in raw webhook form, delays can hide AR status and slow collections. This automation formats values, creates per-payment revenue rows, and emails finance exception alerts—so your team can see revenue faster.
Zapierによるウェブフックor swap with your favorite app
2.Normalizes invoice and payment values
Integrate Formatter by Zapier and data formatting tools to map doc types, normalize amounts, and format phone numbers.
Formatter by Zapieror swap with your favorite app
3.Iterates payment line items
Integrate Looping by Zapier and data transformation tools to create loop values for per-payment row fields.
Zapierによるループor swap with your favorite app
4.Looks up matching revenue row
Integrate Google Sheets and spreadsheet lookup tools to map the composite key and find existing rows.
Google Sheetsor swap with your favorite app
5.Creates revenue row when missing
Integrate Google Sheets and spreadsheet write tools to create mapped invoice, date, customer, and amount fields.
6.Emails finance on exceptions
Gmail and exception workflows to send an alert emailとinvoice reference and a short summary.の統合
Gmailor swap with your favorite app
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ステップ 2
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ステップ 3
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