- Billing Automation
- Billing Management
- Automated billing status sync
Update or create records in tracking systems when billing statuses change
Automatically updating or creating records in your tracking systems when billing statuses change ensures your financial data remains accurate and timely. This automation streamlines the reconciliation of unpaid, pending, or completed invoices by syncing status updates directly to your chosen databases or project trackers. By removing manual data entry, it reduces errors, saves time, and keeps all stakeholders informed of current billing statuses.
Filter by common apps:
Clio
Zapier Tables
Close
Airtable
Filter by Zapier
- Update database record in Zapier Tables when Clio bill status changes
- Create and manage billing tasks in Close when lead status changes
Create and manage billing tasks in Close when lead status changes
- Update Airtable records when Clio bill state changes
Update Airtable records when Clio bill state changes
- Update billing records in Airtable when Clio bill status changes to unpaid
Update billing records in Airtable when Clio bill status changes to unpaid