Hello community.
My challenge is this: we use airtable for people in our team to get paid. For this, we must complete an Airtable form with key fields such as: full name, email address, home address, amount to be paid, detail of tasks performed, number of hours worked on each project, among others.
We need to take these fields to automatically create an invoice. And we also need, once the invoice is created, to send a copy to the person who filled out the form.
Can you help me to create the zaps for all this process? We don't want to use paid tools so we were thinking of using a Google Documents template, but we are open to other ways.
Thanks!
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Hi
Help article about using GDoc Template in Zaps: https://zapier.com/blog/create-autopopulate-google-docs-template/
Zap action: GDocs - Create Document from Template
Airtable Zap app triggers/actions: https://zapier.com/apps/airtable/integrations#triggers-and-actions
If you’re sending less than 300 invoices a month a would recommend PDF Monkey zapier.com/apps/pdfmonkey/integrations (pdfmonkey.io/) free tier over Google Docs.
We use them in Zaps to send licence and insurance documents to members via gmail. It also means you don’t end up with hundreds of google docs that you’re sharing with contractors. And you can always cc your accounts team into the email if you need copies.
Templates are very easy to set up and revise.
You could get the whole process for free if you under the 300 a month limit.
The nice thing about PDF is it’s hard to edit and there aren’t any access issues.
If you’d like some help just let me know.
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