Invoice and customer email, right after the request

A form request comes in — the scenario creates the customer, issues the invoice, emails them and notifies the team in your messenger.

  • Invoice issued automatically
  • Customer created or updated
  • Email to the client sent for you
  • Team gets a notification
WebhookXero

How it works

To get WhatsApp Business Cloud notifications in Mandrill, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Receive form submission
  2. Then: Format data
  3. Then: Check if the customer exists
  4. Check: If
  5. If yes: Update contact
  6. Then: Create the invoice
  7. Then: Wait
  8. Then: Get the invoice
  9. Check: Switch
  10. If yes: AI Agent1
  11. Then: Notify the team
  12. Then: AI Agent
  13. Then: Send email
  14. If no: Create new contact
  15. Then: OpenAI Chat Model
  16. Then: OpenAI Chat Model1

You can launch this WhatsApp Business Cloud + Mandrill integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.