1.Detect opportunity completion updates
Integrate Salesforce and crm tools to watch for opportunity completion flag changes and trigger downstream invoicing.
Create invoice from completed opportunity and notify team
Automatically monitor opportunity completion updates across Salesforce and accounting tools. Create and update when order marked complete, completion flag updated, or invoice-ready opportunity appears—so you can prevent duplicate invoicing, generate invoices in QuickBooks Online, and update billing status without manual invoicing.
How this automation accelerates invoice creation
When order marked complete updates go unmanaged, invoicing delays can stall cash collection. This automation builds invoices, updates Opportunity billing fields, and notifies your billing channel—so your team can invoice faster without duplicate work.
Salesforceor swap with your favorite app
2.Find opportunity and line items
Integrate Salesforce and product catalog tools to retrieve the Opportunity and its product and price line items for invoice mapping.
3.Lookup run-log guard entry
Integrate Zapier Tables and run tracking to prevent duplicate invoicing by creating or checking guard rows by trigger ID.
Zapier Tablesor swap with your favorite app
4.Find or create QuickBooks customer
Integrate QuickBooks Online and customer directory tools to match by email and return a customer record for invoicing.
QuickBooks Onlineor swap with your favorite app
5.Create QuickBooks invoice
Integrate QuickBooks Online and invoicing tools to create invoice lines and return the invoice number and link.
6.Update Opportunity and notify team
Integrate Salesforce and Slack to update invoice references and billing status and post a billing summary message with the link.
Slackor swap with your favorite app
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.
Trusted by 3.4 million companies
Related automations
- Apps: Knack, Filter by Zapier, XeroSwap with your favorite apps.
Add invoice line from new line-item and email customer
When new line-item records never reach sales invoices, your billing process stalls and collections slow. It updates the invoice, emails the customer, and gets billing staff payment-ready the same day.
- Apps: Zapier Tables, Formatter by Zapier, Microsoft ExcelSwap with your favorite apps.
Add new invoice rows to central accounting workbook
Your invoice entries sit in separate tables, causing reconciliation gaps and delayed payments. Consolidating rows helps billing clerks reconcile and begin collections before the next billing run.
- Apps: Xero, Filter by Zapier, Google Sheets, Formatter by ZapierSwap with your favorite apps.
Add new invoices to receivables summary for finance
Your posted invoices and unpaid drafts can go untracked, leaving receivable records incomplete. Finance can start reconciliation same day when invoice rows appear in your receivables sheet.
- Apps: Visma eAccounting, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add new sales invoice rows to cash‑flow forecast sheet
Your sales invoices aren't logged centrally, delaying cash‑flow visibility and forcing manual reconciliation. Gain same-day cash‑flow visibility and accurate receivables before the next payment run.
- Apps: Stripe, monday.comSwap with your favorite apps.
Add or update paid invoices in your payments tracker
You lose client context when invoice payments only live in your payment gateway, delaying reconciliation and delivery handoffs. Keep billing and project leads updated the same day.
- Apps: Webhooks by Zapier, Formatter by Zapier, Xero, Filter by ZapierSwap with your favorite apps.
Add payment records from incoming invoice notices instantly
You get invoice notices without posted payments, leaving receivables unreconciled for bookings. Payments are logged to ledger automatically for faster reconciliation before reporting.
- Apps: bunq, Formatter by Zapier, Filter by Zapier, RentmanSwap with your favorite apps.
Add received bank payments to matching invoice records
Your bank transactions aren't linked to invoice records, so billing staff must reconcile payments manually. It posts matched payments to invoices so finance can reconcile same day.
- Apps: Webhooks by Zapier, Formatter by Zapier, Looping by Zapier, Google Sheets, GmailSwap with your favorite apps.
Add revenue rows from invoice webhooks for billing
You get invoice webhooks that aren’t captured centrally, leaving billing staff without AR context for reconciliation. Rows are created in a shared revenue sheet so billing can reconcile same day.
- Apps: QuickBooks Online, Filter by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add sales invoices to project receivables tracking sheet
Your invoices can miss project tags in finance logs, causing reconciliation delays. They get captured into a central receivables sheet for review and same-day reconciliation.
- Apps: Salesforce, Filter by Zapier, Sub-Zap by Zapier, Google SheetsSwap with your favorite apps.
Add sales order rows to accounts receivable ledger
Your CRM outbound order notifications aren't captured centrally, forcing billing to chase details and delaying invoices. Centralize orders into your AR ledger so invoices can be prepared same day.
- Apps: Zoho Billing, Zapier Tables, Xero, SlackSwap with your favorite apps.
Apply credit notes from billing to accounting records
Unmatched billing credit notes leave receivables and intercompany balances unclear. Automating allocations and payment entries reconciles ledgers ahead of the next payment run.
- Apps: Schedule by Zapier, AWS Lambda, Google Sheets, Looping by Zapier, Webhooks by ZapierSwap with your favorite apps.
Apply daily ISS discounts to pending customer invoices
Your pending invoices miss municipal tax reductions, causing wrong balances and customer confusion. Apply ISS discounts so invoices show correct amounts same day.
- View all
Explore all invoice-to-cash automations
Accelerate cash collection with automated payment alerts, invoice updates, and overdue follow-up
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.