- Billing Automation
- Billing Operations
- Automated billing tracking
Track and report on billing status
This automation category helps businesses automatically track and update billing statuses across systems, ensuring financial records remain accurate and current without manual effort. By integrating payment processing events with customer records and notification tools, users gain real-time visibility into invoices, payments, and overdue accounts. These automations reduce data errors, improve cash flow monitoring, and free finance teams to focus on strategic tasks.
Filter by common apps:
Recruit CRM
Filter by Zapier
ThriveCart
Formatter by Zapier
Google Sheets
JANDI
Aryeo
monday.com
GoCardless
Salesforce
Clio
Microsoft Excel
Digistore24
Google Docs
Stripe
HubSpot
Docparser
SQL Server
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- Update company stage to bill when new deal is added in Recruit CRM
- Log successful rebill payments from ThriveCart to Google Sheets
Log successful rebill payments from ThriveCart to Google Sheets
- Track billing status in Google Sheets, format dates and numbers, and send updates to JANDI
Track billing status in Google Sheets, format dates and numbers, and send updates to JANDI
- Update billing status in monday.com when an appointment is canceled in Aryeo
Update billing status in monday.com when an appointment is canceled in Aryeo
- Update billing request records in Salesforce when GoCardless payment authorization is approved
Update billing request records in Salesforce when GoCardless payment authorization is approved
- Log new Clio activities in Excel for billing, format date, and add row
Log new Clio activities in Excel for billing, format date, and add row
- Log billing information from Digistore24 to Google Docs
Log billing information from Digistore24 to Google Docs
- Trigger Stripe event, find or create company in HubSpot, and update billing status to active
Trigger Stripe event, find or create company in HubSpot, and update billing status to active
- Process bills in SQL Server, and notify via email with Docparser and SQL Server
Process bills in SQL Server, and notify via email with Docparser and SQL Server