Purpose
1.2. Automates reconciliation and record-keeping by instantly logging all outgoing financial documents for compliance and audit trails.
1.3. Automates customer communication by ensuring all guests receive confirmations and proof of purchase, boosting trust and customer satisfaction.
1.4. Automating operations to reduce manual errors, free staff time, and integrate seamlessly with aquarium ticketing, POS, and membership systems.
Trigger Conditions
2.2. Automated on receipt of payment confirmation from gateway provider.
2.3. Automated via scheduled batch runs for monthly memberships or group bookings.
2.4. Manual trigger available for front desk staff for re-delivery or corrections.
Platform Variants
• Feature: PaymentIntent succeeded event
• Setting: Webhook configured to automate posting sale data for invoicing
3.2. PayPal
• Feature: IPN (Instant Payment Notification)
• Setting: Automate invoice PDF generation on transaction complete
3.3. Square
• Feature: Orders API
• Setting: Automates sending receipts using CreatePayment endpoint response
3.4. QuickBooks Online
• Feature: Invoice API
• Setting: Automates sending invoices via Send Invoice endpoint
3.5. Xero
• Feature: Invoices endpoint
• Setting: Automator for sending digital receipts automatically
3.6. Zoho Books
• Feature: Sales Invoice API
• Setting: Automating email invoices using Send Email endpoint
3.7. FreshBooks
• Feature: Automated Invoice Email
• Setting: Enable automatic receipt/invoice on payment
3.8. Sage Business Cloud
• Feature: Sales Invoices API
• Setting: Automate delivery of PDF receipt using SendInvoice function
3.9. SAP Business One
• Feature: Service Layer Invoice endpoint
• Setting: Automates document distribution setup
3.10. Microsoft Dynamics 365
• Feature: SalesOrder-Invoice Automation
• Setting: Automatable workflow for receipt email
3.11. Google Workspace
• Feature: Gmail API Send function
• Setting: Automator to trigger invoice/receipt as attachment sent
3.12. Outlook 365
• Feature: SendMail API
• Setting: Automatable integration to dispatch finance documents
3.13. AWS SES
• Feature: SendEmail
• Setting: Automating batch invoice receipts to customers
3.14. SendGrid
• Feature: Transactional email API
• Setting: Automates invoice delivery using dynamic templates
3.15. Mailgun
• Feature: Send API
• Setting: Automated document dispatch via Receipt trigger
3.16. Twilio SendGrid
• Feature: Email Activity Feed
• Setting: Automator for event-based mail with invoice/receipt
3.17. Shopify
• Feature: Order Paid webhook
• Setting: Automates PDF receipt delivery
3.18. WooCommerce
• Feature: Order Completed Hook
• Setting: Automatable template for invoice/receipt emailing
3.19. HubSpot CRM
• Feature: Workflow automation
• Setting: Automatically send and log invoices/receipts
3.20. Salesforce
• Feature: Process Builder Apex action
• Setting: Automates document sending after opportunity close
3.21. Bitrix24
• Feature: Automation Rules
• Setting: Automates invoice/receipt workflows on triggers
3.22. Pipedrive
• Feature: Deal won automation
• Setting: Automator sends invoice/receipt via API
Benefits
4.2. Automates compliance, ensuring all aquarium transactions have verifiable trails.
4.3. Minimizes human error and manual handling through robust automation.
4.4. Streamlines customer experience with instantly delivered, digital documentation.
4.5. Scales for peak seasons—automation enables high volume, low latency operation.
4.6. Supports diverse payment and booking channels with wide platform automator compatibility.
4.7. Reduces support overhead—automatedly sends duplicates, tracking delivery, and escalates failed dispatch.