Streamline your time and billing management with Zapier
Automatically track and route time and billing data across client work, calendars, projects, and accounting systems. Trigger workflows when time entries are logged, billable hours reach thresholds, invoices are due, or calendars changeβso you can bill faster, reduce leakage, and keep records current without manual follow-up.
Automate time and billing management across your professional services and consulting tools, including:
Automation templates
- Apps: Harvest, Filter by Zapier, Google SheetsSwap with your favorite apps.
Add billable time entries to team report sheet
Your consultants' time entries for a key client are scattered, delaying billing and utilization visibility. Billing staff receive consolidated entries so they can run invoices the same day.
- Apps: Timely Time Tracking, Filter by Zapier, Google SheetsSwap with your favorite apps.
Add billable time entries to your project tracking sheet
Your time tracking entries land unrecorded, leaving billing and project reports incomplete. The sheet stays reconciled so billing staff and managers can prepare invoices and forecasts same day.
- Apps: Zapier Forms, Code by Zapier, Google SheetsSwap with your favorite apps.
Add consultant hours to master billing sheet per submission
Your time entry form responses go unrecorded, causing billing delays and utilization blind spots. It adds each submission to your master billing sheet for immediate invoicing and reporting same day.
- Apps: Paymo, Filter by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add specific project time entries to billing spreadsheet
Your project time entries are scattered, so billing staff miss billable hours and prepare invoices slowly. This logs filtered entries to a central billing sheet so invoices are ready same day.
- Apps: Cognito Forms, Filter by Zapier, AirtableSwap with your favorite apps.
Add started time entries to project time table
Your project time submissions often arrive without structured tracking, delaying accurate billing and resource reports. Get time entries recorded in your project table for same-day invoicing readiness.
- Apps: ManicTime Cloud, Formatter by Zapier, Microsoft ExcelSwap with your favorite apps.
Add time entries to billing sheet from time tags
Your time tracking tags often sit outside your billing workbook, causing missed hours and incomplete invoices. Billing staff receive invoice-ready hours the same day.
- Apps: Webhooks by Zapier, Trello, Formatter by Zapier, Zapier TablesSwap with your favorite apps.
Add tracked time expenses to project checklist for billing
Your time expenses arrive without project context, so billing and coordinators miss charge details. Adds expenses as checklist items on the project card so charges are visible for same-day review.
- Apps: Rocketlane, Toggl TrackSwap with your favorite apps.
Attach time project to projects on update automatically
Your projects lack linked time-tracking, so engineers can't start consistent tracking and billing delays follow. Linking a time project on update adds billable IDs so teams can log time same day.
- Apps: Sub-Zap by Zapier, Formatter by Zapier, Zapier Tables, monday.comSwap with your favorite apps.
Calculate and update billable hours on job cards
Your job cards miss timers or manual entries, leaving billable hours incomplete and delaying invoicing. This writes calculated hours back to the job card so invoices can be prepared same day.
- Apps: Clio, Formatter by ZapierSwap with your favorite apps.
Create 20 minute time entries from new documents
New matter documents often arrive without logged review time, leaving billing incomplete. The workflow creates a 20-minute time entry per upload, keeping invoices accurate within minutes.
- Apps: ClickUp, Code by Zapier, bexioSwap with your favorite apps.
Create accounting time entries from task time logs
Your task timers often sit unrecorded in project tools, causing billing gaps and manual rework. It posts timers to your accounting time ledger so invoices are ready before the next billing run.
- Apps: Clio, Filter by Zapier, Storage by ZapierSwap with your favorite apps.
Create activity and hours lists from matter logs
Your matter activity and time entries sit scattered, delaying accurate bills and slowing paralegal prep. A consolidated review list enables billing staff to approve hours ahead of the next billing run.
- Apps: EARLY, Filter by Zapier, Formatter by Zapier, AirtableSwap with your favorite apps.
Create billable client time entry when timer stops
When a billable timer stops, client session details often go unrecorded and delay invoice prep. Record sessions to billing records automatically so invoices are ready same day.
- Apps: Timing, Delay by Zapier, ClioSwap with your favorite apps.
Create billable entries from tracked sessions for billing
Your tracked sessions often never become billable records, leaving client hours unbilled. The workflow creates practice time entries automatically so invoices include all work within minutes.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
What is time and billing management automation?
Time and billing management automation uses software to capture and route billable work without manual data entry. Teams can log hours, create invoices, and flag overdue billing when tracked time changes.
COMMON TIME AND BILLING MANAGEMENT CHALLENGES
Missing billable hours before revenue slips
Slow invoicing after work is completed
Manual time entry across multiple tools
No unified view of time and billing
Transform your time and billing management with Zapier
Zapier helps business owners turn time tracking and billing automation into a more reliable operating system. Capture billable hours, route invoicing updates, and monitor billing activityβand that's just the start.
Time capture
Catch billable hours before they disappear
Capture billable time automatically as work happens across your day. Zapier can move calendar events, tracked hours, and project activity from Google Calendar, Toggl Track, or Clockify into Google Sheets, Airtable, or your billing workflow. That means fewer missed entries and more accurate billing.
Automatic hour capture
Turn calendar events or tracked sessions into billable records the moment work is logged, so fewer hours get missed before invoicing.
Calendar based logging
Create time entries from Google Calendar or Microsoft Outlook events and route them into your tracking workflow for cleaner billing records.
Billable time alerts
Flag gaps between scheduled work and logged hours in Google Sheets or Airtable, so business owners can catch leakage before month end.
Project time routing
Send tracked hours from Toggl Track, Harvest, or Clockify into ClickUp, Asana, or monday.com records to keep client work tied to the right project.
Workday time summaries
Compile daily or weekly time tracking totals and deliver them by Gmail or Microsoft Outlook, making review faster without chasing entries.
How it works
Time and billing management automation connects your tools, captures billable work as it happens, and triggers workflows automatically. Monitor hours, invoices, and approvals in real timeβwithout manually reconciling records.
Step 1
Connect your tools
Integrate platforms like Toggl Track, Harvest, QuickBooks Online, time tracking tools, and accounting tools to centralize billing data.
Step 2
Define triggers
Set conditions for logged hours, approved time entries, invoice due dates, or calendar changes.
Step 3
Automate & measure
Send billing alerts, create invoice records, update reports, and continuously track billing cycle time improvements automatically.
Ready to automate your entire workflow?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.