- Billing Automation
- Billing Operations
- Automate billing sync
Manage billing entries and contacts from updates
Automate the synchronization of billing records and contact information across your sales and accounting platforms to ensure data accuracy and up-to-date customer profiles. This workflow eliminates manual data entry, reduces billing errors and keeps your teams aligned on client statuses. By instantly reflecting new deals, payments or contact updates in your billing system, you improve cash flow visibility and deliver better customer experiences.
Filter by common apps:
Google Sheets
Xero
MySQL
Filter by Zapier
Invoice Ninja
Stripe
ActiveCampaign
Arlo
Salesforce
GoCardless
Formatter by Zapier
Gravity Forms
Delay by Zapier
Keap
- Create bills and manage contacts in Xero from Google Sheets updates
- Create or update contacts and bills in Xero from new or updated purchase invoices in MySQL
Create or update contacts and bills in Xero from new or updated purchase invoices in MySQL
- Create or update contact in Xero from new client in Invoice Ninja
Create or update contact in Xero from new client in Invoice Ninja
- Update contact records and add notes in ActiveCampaign from Stripe subscription changes
Update contact records and add notes in ActiveCampaign from Stripe subscription changes
- Update billing information in Salesforce when a new contact is created in Arlo
Update billing information in Salesforce when a new contact is created in Arlo
- Create or update contact in Xero from new GoCardless mandate
Create or update contact in Xero from new GoCardless mandate
- Add or update client billing information in Keap from Gravity Forms submission
Add or update client billing information in Keap from Gravity Forms submission
