New Integration: Use Invoiced to Modernize Your Billing Process

Matt Lukso
Matt Lukso / November 8, 2017

Growing your business and acquiring more customers is exciting, but to sustain that growth, you need to start collecting payments.

Invoiced is a platform designed to help your business get paid quickly and easily. Whether your business is using an invoice or subscription billing model, getting paid is no problem. Invoiced automates tedious billing tasks, like sending out invoices on time, following up with overdue accounts, and reconciling incoming invoice payments. Invoiced supports a wide variety of payment options including credit cards, ACH, PayPal, Bitcoin, and more. Plus, the payment module can be embedded directly into your site so customers can manage their payment methods without navigating away from your site.

Now that invoiced integrates with Zapier, you can mix any of your favorite tools into the payment workflow. You can add new customers to your CRM, get real-time updates for invoices and subscriptions directly to your team chat app, or create new invoices from other tools like forms or emails. No matter how you’re looking to automate your payment process, the Zapier + Invoiced integration has you covered.

How Invoiced Works with Zapier

Triggers

  • Subscription Canceled: Triggers when a subscription is canceled.
  • New Customer: Triggers when a new customer is created.
  • New Subscription: Triggers when a new subscription is created.
  • New Invoice: Triggers when a new invoice is created.
  • Invoice Paid in Full: Triggers when an invoice is paid in full.

Search

  • Find or Create Customer: Finds an existing customer, or creates one if it does not exist. Optionally, create one if none are found.

Actions

  • Create Customer: Creates a new customer.
  • Create Invoice: Creates a new invoice.

Automation Inspiration

Get started with these sample Zaps:

Keep Your Contacts Up-to-Date

Track Paying Customers in Other Apps

How To Automate Invoiced With Zapier

  1. Sign up for a Invoiced account, and make sure you have a Zapier account

  2. Try some pre-made Invoiced integrations and learn more about how Invoiced works with Zapier

  3. Check out our Invoiced help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with Invoiced and Zapier