Send Invoice Automation
Overview
Automation Flow
Prerequisites
Required Access
POS Requirements
Accessing Petpooja POS Integration
Step 1: Open Integrations
Step 2: Select POS Integration
Viewing Available Events
Steps
Subscribing to the Invoice Event
Creating the Workflow
Open Flow Builder
Build Workflow from Scratch
Steps
Adding the Trigger Event
Phone Number Validation
Steps
Adding the Phone Number Variable
Storing the Validation Response
Handling Invalid Phone Numbers
Steps
Sending the Invoice Message
Steps
Selecting Media Type
Steps
Adding Invoice URL
Configuring Fallback URL
Steps
Adding Customer Feedback
Adding Share Feedback Button
Steps
Searching for Actions
Steps
Creating Feedback Logic
Accessing Feedback Response Variables
Configuring Feedback Conditions
Applying Logic for All Questions
Completing the Feedback Workflow
Testing the Workflow
Steps
Troubleshooting
Invoice Message Not Sent
Workflow Not Triggering
Best Practices
Summary
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