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I was working on automating my Business’s mail and client data entry system and while doing so i wanted to automate the part where the client gets a invoice mail after they fill a form but while doing so i cant find a proper tool to get the details from the form to my table and then from there i cant find a way for this to send a digital invoice to the client. While i can get it to send basic pre fed texts i cant make it to update the texts according to what the client has purchased and a digital invoice stating the price and other information to the service like a pdf or a docx. if there is anyone who can help me with this problem plz reach out through the community or through mail.
Gmail : xxxxxxxxxxxx.x@gmail.com

This post has been edited by a moderator to remove personally identifiable information (PII). Please remember that this is a public forum and avoid sharing sensitive details.

Hi ​@Aaron Joy 

If you are looking to hire help, there is a directory of Zapier Partners: https://zapier.com/partnerdirectory

 

Which form app are you trying to use? (name)

Which database app are you trying to use? (name)

Which invoice app are you trying to use? (name)

Hey ​@Aaron Joy,

Just checking in if you were able to automate invoices for your clients. Firstly you want to decide on which form apps and invoices you want to use for this workflow. The workflow will look something like this- Form App trigger → Creating the invoice action → Sending the email.

There are lot of apps for creating invoices and if you already have an existing one it would be better to integrate that. Once you have the fields from the Form trigger, you can just map it to the invoice app. See this article on mapping- https://help.zapier.com/hc/en-us/articles/8496343026701-Send-data-between-steps-by-mapping-fields 

PS: I can understand it’s frustrating as it can get a bit technical. If you need any professional help, I can help as I am a Zapier Official Silver Solution Partner and you can contact me through my solution page here or just send a DM from my profile :)

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