1.Detect proposal paid event
Integrate Better Proposals and payment capture tools to trigger invoice creation from the paid proposal event.
Create invoice and record payment from paid proposals
Automatically monitor Better Proposals for proposal paid events across Close, Code by Zapier, and Xero. Create sales invoices, post payments, and log CRM notes, and notify your team without manual invoice and follow-up work.
How this automation speeds up invoice-to-cash
When a proposal gets paid but invoices lag, cash collection stalls and payments get harder to reconcile. This automation captures proposal paid events, finds leads, creates a note, posts the invoice and payment, and alerts the team—so you can shorten invoice cycles.
Better Proposalsor swap with your favorite app
2.Find lead by signed email
Integrate Close and lead lookup tools to search for a lead using the signed email field.
Closeor swap with your favorite app
3.Create lead payment note
Integrate Close and CRM note tools to create a plain-text note with payment amount, date, and proposal link.
4.Select celebration asset
Integrate Code by Zapier and team messaging logic to choose a celebratory image or person ID for alerts.
Code by Zapieror swap with your favorite app
5.Create invoice and post payment
Integrate Xero and accounting tools to create the sales invoice, post the payment, and optionally email the invoice.
Xeroor swap with your favorite app
6.Send channel message
Integrate Slack and team notification tools to send a paid confirmation with the paid amount and optional celebration asset.
Slackor swap with your favorite app
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Accelerate cash collection with automated payment alerts, invoice updates, and overdue follow-up
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Step 1
Connect your tools
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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