1.Receives new order line items
Integrate WooCommerce, accounting tools, and analytics helpers to map order dates, descriptions, and amounts into consistent time entry inputs.
Create billing time entries from renewals and notify staff
Automatically monitor new order received in WooCommerce across Formatter by Zapier, Google Sheets, Clio, and Asana. Create and update when renewal orders arrive, subscription IDs match, or matters are missing mappingβso you can format dates, log renewals, and create time entries without manual billing setup.
How this automation creates time entries from renewals
When a new order arrives in WooCommerce, billing can stall if dates, renewal records, or matter mappings are missing. This automation maps renewal orders to formatted dates and renewal rows, then creates time entries and opens tasks for any unmatched recordsβso your team can bill on time.
WooCommerceor swap with your favorite app
2.Formats order dates for accounting
Integrate Formatter by Zapier, date utilities, and reporting systems to format the order date into your accounting date format.
Formatter by Zapieror swap with your favorite app
3.Upserts renewal database rows
Integrate Google Sheets, spreadsheet storage, and database lookups to search by subscription ID and add or update renewal rows.
Google Sheetsor swap with your favorite app
4.Creates time entry on matched matter
Integrate Clio, matter lookup tools, and billing records to find the matter and create a time entry with the mapped values.
Clioor swap with your favorite app
5.Creates task when mapping is missing
Integrate Asana, project management, and workflow tracking to open a missing mapping task in your billing project for manual follow-up.
Asanaor swap with your favorite app
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Explore all time & billing management automations
Accelerate client billing with automated time capture, invoice routing, and hours tracking
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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