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Automated booking confirmation and invoicing

Purpose

 1.1. Streamline and automate client-facing interactions from booking confirmation through invoicing for corporate air taxi services.
 1.2. Provide instant digital confirmations and invoices via customer-preferred channels, ensuring compliance, rapid response, and seamless financial reconciliation.
 1.3. Minimize manual data entry, eliminate human error, and accelerate revenue realization.
 1.4. Integrate real-time flight, customer, and pricing data to support dynamic documents and notifications for on-demand aviation bookings.

Trigger Conditions

 2.1. New booking received via web, app, or API.
 2.2. Payment authorization or pre-authorization completed.
 2.3. Internal booking status changed to ‘confirmed’.
 2.4. Manual or API-triggered event upon dispatcher approval.
 2.5. Scheduled trigger based on booking time parameters.

Platform Variants

 3.1. Twilio (Programmable SMS)
  • Function: Send booking confirmation and invoice link via SMS.
  • Config: Use Messaging API; set “to” as client number, “body” with dynamic booking data.

 3.2. SendGrid (Transactional Email)
  • Function: Email booking confirmation and PDF invoice.
  • Config: Mail Send API; json body with subject, recipient, attachments (invoice).

 3.3. DocuSign (eSignature)
  • Function: Automate contract/invoice signature requests post-confirmation.
  • Config: Envelopes API, Create/Send Envelope endpoint.

 3.4. QuickBooks Online
  • Function: Auto-generate and email invoice on booking event.
  • Config: Invoices API, create endpoint, “Send” set to true.

 3.5. Stripe
  • Function: Initiate payment and dispatch confirmation+invoice upon success.
  • Config: Listen to “payment_intent.succeeded” webhook; trigger notification workflow.

 3.6. Xero
  • Function: Auto-create customer, issue and send invoice.
  • Config: Accounting API, Post /invoices, link to /contacts.

 3.7. HubSpot
  • Function: Update contact with booking status, send confirmation email.
  • Config: Workflows automation, Marketing Email API.

 3.8. Salesforce
  • Function: Log booking, trigger confirmation workflow, attach PDF invoice.
  • Config: Flow Builder, Email Alerts, Files API for attachment.

 3.9. FreshBooks
  • Function: Generate and send customer invoice with auto-follow-up.
  • Config: Invoice API, post and send endpoints.

 3.10. Zoho Books
  • Function: Booking triggers invoice and client email dispatch.
  • Config: Invoices API, /invoices/send endpoint.

 3.11. Mailgun
  • Function: Customized transactional confirmation/invoice emails.
  • Config: Messages API, parameters include dynamic pdf attachment.

 3.12. Slack
  • Function: Notify internal team of confirmations, attach invoice in channel.
  • Config: Incoming Webhook, File Upload API.

 3.13. Microsoft Teams
  • Function: Post automated message or file to a bookings channel.
  • Config: Incoming Webhook URL, JSON payload with booking info.

 3.14. Google Sheets
  • Function: Log confirmed bookings, invoice URL, status updates.
  • Config: Sheets API, append data row with variables from workflow.

 3.15. SAP ERP
  • Function: Auto-create booking order and invoice for SAP accounting.
  • Config: SalesOrder and BillingDocument APIs.

 3.16. Pabbly Connect
  • Function: Workflow automation to connect booking, confirmation, invoicing, and emails.
  • Config: Multi-action workflow: trigger-booking, action-confirmation, action-invoice, action-email.

 3.17. PDF Generator API
  • Function: Dynamic generation of invoice PDF using booking data.
  • Config: REST API with template ID and data payload.

 3.18. Intercom
  • Function: Auto-send in-app confirmations and invoices to users.
  • Config: Messages API, with event-based triggers and attachments.

 3.19. WhatsApp Business API
  • Function: Send booking confirmation and invoice via WhatsApp message.
  • Config: POST to /messages with type=‘document’ and booking parameters.

 3.20. Calendly
  • Function: Add booking to calendar, send event confirmation, optional invoice link.
  • Config: Event webhook subscription, follow-up email template.

 3.21. Airtable
  • Function: Central database for logging booking status, confirmation dispatch, and invoice tracking.
  • Config: API, patch or create on ‘Confirmed Bookings’ table.

4. Benefits

 4.1. Ensures immediate, consistent customer communication, reducing confusion or missed information.
 4.2. Accelerates cash flow through instant invoice delivery tied to confirmed bookings.
 4.3. Reduces human intervention, minimizing operational errors and delays.
 4.4. Enables full audit trails and compliance with industry standards.
 4.5. Offers high-touch automated experience suitable for on-demand, premium corporate aviation clientele.

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