1.Detect project accepted in Qwilr
Integrate Qwilr to detect when a project is accepted and start the billing records flow.
Create billing record and client email on acceptance
Automatically monitor project acceptance in Qwilr across QuickBooks Online, Zapier Tables, Google Sheets, and Gmail. Send a details request when acceptance happensβso you can create invoices, update project status, and log tracking rows without manual follow-up.
How this automation creates invoices same day
When project acceptance arrives with details needed for billing, delays can push invoicing to the next day. This automation finds the customer, creates an invoice, updates project records, adds tracking rows, and emails a details requestβso billing can proceed fast.
Qwilror swap with your favorite app
2.Find or create customer in QuickBooks Online
Integrate QuickBooks Online and contact search tools to match by email or create a new customer.
QuickBooks Onlineor swap with your favorite app
3.Create invoice in QuickBooks Online
Integrate QuickBooks Online to create an invoice using accepted total and invoice date, and attach the customer record.
4.Update project record in Zapier Tables
Integrate Zapier Tables to update project status and store acceptance and payment metadata.
Zapier Tablesor swap with your favorite app
5.Add tracking row in Google Sheets
Integrate Google Sheets to add a reporting row with client and project acceptance and payment details.
Google Sheetsor swap with your favorite app
6.Send details request email in Gmail
Integrate Gmail to send a personalized details request to the client with a link carrying the project id.
Gmailor swap with your favorite app
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