- 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:
Xero
Filter by Zapier
HubSpot
QuickBooks Online
Close
Jobber
LeadConnector
ServiceTrade
Stripe
Hnry
Notion
Assembly.com
Formatter by Zapier
Chaser
Attio
Knack
Square
- Update HubSpot deal status when Xero invoice changes to payment
- Update sales opportunity status in Close when payment is received in QuickBooks Online
Update sales opportunity status in Close when payment is received in QuickBooks Online
- Update opportunity in LeadConnector when Jobber invoice is modified
Update opportunity in LeadConnector when Jobber invoice is modified
- Update ServiceTrade invoices when QuickBooks Online payments are received
Update ServiceTrade invoices when QuickBooks Online payments are received
- Create or update an invoice in Hnry from a new payment in Stripe
Create or update an invoice in Hnry from a new payment in Stripe
- Update invoice in Notion when Jobber invoice is modified
Update invoice in Notion when Jobber invoice is modified
- Update invoice status and adjust details in Chaser from Copilot when an invoice is voided
Update invoice status and adjust details in Chaser from Copilot when an invoice is voided
- Cancel invoice in Square when Knack form indicates cancellation request
Cancel invoice in Square when Knack form indicates cancellation request