Put AdvicePay to work with AI and enterprise-grade automation
Automate smarter with AdvicePay and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Typeform
Forms & Surveys
Docusign
AI Document Extraction, Signatures
Kit
Drip Emails
Fillout Forms
Forms & Surveys
Keap
CRM (Customer Relationship Management)
TaxDome
Accounting
Microsoft Outlook
Calendar, Email, Microsoft
ActiveCampaign
Marketing Automation
Typeform
Forms & Surveys
Docusign
AI Document Extraction, Signatures
Kit
Drip Emails
Fillout Forms
Forms & Surveys
Keap
CRM (Customer Relationship Management)
TaxDome
Accounting
Typeform
Forms & Surveys
Docusign
AI Document Extraction, Signatures
Kit
Drip Emails
Fillout Forms
Forms & Surveys
Keap
CRM (Customer Relationship Management)
TaxDome
Accounting
Microsoft Outlook
Calendar, Email, Microsoft
ActiveCampaign
Marketing Automation
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Agreement Completed
Triggers when an eSign agreement is fully executed by all required signers.
Try ItTriggerPolling - Subscription Activated
Triggers when a subscription is initially activated.
Try ItTriggerPolling - Client EmailRequired
- Client First NameRequired
- Client Last NameRequired
- AdvisorRequired
ActionWrite- Amount to be Invoiced, in centsRequired
- Due DateRequired
- ClientRequired
- FrequencyRequired
- Billing Periods (numeric)
- Advance BillingRequired
- Description of ServicesRequired
- Send Email
- Email Message
- Engagement Workflow ID
ActionWrite
- Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerPolling - Subscription Canceled
Triggers when a subscription is canceled.
Try ItTriggerPolling - Amount to be InvoicedRequired
- Due DateRequired
- ClientRequired
- Advance BillingRequired
- Description of ServicesRequired
- Send Email
- Email Message
- Engagement Workflow Id
ActionWrite- Invoice IDRequired
ActionWrite
For builders
Let your AI safely access AdvicePay
Go beyond Zap workflows. Install Zapier in your AI to call AdvicePay actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in AdvicePay from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose AdvicePay actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a AdvicePay connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "advicepay", owner: "me" });
await zapier.runAction({
app: 'advicepay',
action: 'create_client',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
