- Billing Automation
- Billing Alerts
- 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
- Process new client intake forms, send welcome email, create billing record, and add client as prospect