Send invoice email with download link and add contact

You receive invoice form submissions with attached PDFs, and customers wait while you manually send bills, causing payment delays. The workflow sends the invoice email and records the contact same day.

Send invoice email with download link and add contact

Overview

Stop manually emailing invoices and losing time to attachment checks; this flow sends the submitted invoice to customers with a download link and records the contact in your mailing list automatically. That means fewer payment delays and same‑day delivery of invoices.

Send invoice email with download link and add contact