Payment receipts: sending, archive and ledger — automatically

The scenario finds paid invoices, sends the receipt to the client at Gmail, files a copy in Box and adds a row to the ledger in Stackby.

  • Receipts go to clients on their own
  • A copy of each — in the archive
  • The payment ledger keeps itself
  • No duplicate receipts
Set it upScriptera

How it works

To move data from Gmail to Box automatically, use a ready-made scenario — no manual exports.

  1. Starts when: When clicking ‘Execute workflow’
  2. Then: Fetch Invoices
  3. Check: Check API Response
  4. If yes: Expand List
  5. Check: IF (Paid?)
  6. If yes: IF (Already Receipted?)
  7. If yes: Download File
  8. Then: Send Receipt Email
  9. Then: Upload Invoice PDF
  10. Then: Append to Ledger
  11. If no: Error Logging

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

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