1.Monitors new event
Integrate Google Calendar and scheduling tools to detect event details and to trigger record creation with an external source identifier.
Create billing and project records from calendar events
Automatically monitor new event creation across Google Calendar and BQE CORE. Create and update invoice-ready project, time, and billing records when event added, event updated, or event createdβso you can generate time entries, create invoice data, and run ledger tasks without manual invoice prep.
How this automation creates invoice-ready records
When new calendar events arrive, delays can stall invoicing and billing accuracy. This automation captures event details and searches, transforms, and creates project, time, and finance entriesβthen runs ledger tasks so your team can bill faster.
Google Calendaror swap with your favorite app
2.Searches existing records
Integrate BQE CORE and data lookup tools to match projects, clients, and employees by external source identifier.
BQE COREor swap with your favorite app
3.Transforms event data
Integrate Formatter by Zapier and data formatting tools to map event dates and calculate billable hours from duration.
Formatter by Zapieror swap with your favorite app
4.Creates projects and time records
Integrate BQE CORE and finance tools to create project, client, employee, time entry, and invoice entries with the external source identifier.
5.Runs ledger sub-flow
Integrate Sub-Zap by Zapier and accounting workflow tools to perform journal, payment, and post-invoice tasks using created IDs.
Sub-Zap by Zapieror swap with your favorite app
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Accelerate client billing with automated time capture, invoice routing, and hours tracking
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Step 1
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Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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