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  1. Billing Automation
  2. Billing Alerts
  3. Automated client onboarding

Create new clients in billing system

Automate the process of adding new client details from your website to your billing system, ensuring every new lead triggers a seamless sequence of email welcomes, invoice generation, and client record creation. This workflow eliminates manual data entry, reducing errors and saving time while keeping clients informed and engaged from the moment they sign up. By centralizing client onboarding steps, you ensure consistency, improve cash flow, and deliver a professional first impression without lifting a finger.

Filter by common apps:

  • Squarespace Forms
  • Gmail
  • CPACharge
  • PitBullTax Software