- Invoice Automation
- Invoice Processing
- Invoice status sync
Update invoice statuses and records based on payment completions or other criteria
Invoice status automation ensures that invoice records and their payment statuses stay current across financial and CRM systems by automatically updating them based on payment completions or custom criteria. This type of automation eliminates manual data entry, reduces the risk of errors, and keeps all stakeholders informed in real time. Users gain consistent visibility into financial processes, enabling faster decision-making and more accurate reporting.
Filter by common apps:
Process Street
SQL Server
QuickBooks Online
Salesforce
Stripe
Filter by Zapier
Attio
Airtable
Xero
Formatter by Zapier
Quickbase
Knack
Square
Looping by Zapier
Webhooks by Zapier
ServiceTitan
- Update financial records, and initiate invoice processing in Process Street and SQL Server
- Update invoice status in Salesforce and send invoice in QuickBooks Online when payment is received
Update invoice status in Salesforce and send invoice in QuickBooks Online when payment is received
- Trigger invoice update in Xero, and update record in Airtable
Trigger invoice update in Xero, and update record in Airtable
- Update Quickbase record with invoice number from new Xero sales invoice
Update Quickbase record with invoice number from new Xero sales invoice
- Cancel invoice in Square when Knack form indicates cancellation request
Cancel invoice in Square when Knack form indicates cancellation request
- Transfer and update invoice details from Xero to Airtable when invoice status changes
Transfer and update invoice details from Xero to Airtable when invoice status changes
- Create an invoice in Stripe when a client cancels an order via Webhooks
Create an invoice in Stripe when a client cancels an order via Webhooks
- Update invoice in ServiceTitan for relevant new form submissions from ServiceTitan
Update invoice in ServiceTitan for relevant new form submissions from ServiceTitan