Connect AdvicePay and Sub-Zap by Zapier to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate AdvicePay with Sub-Zap by Zapier - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Agreement Completed" from AdvicePay.

Add your action

An action happens after the trigger—such as "Call a Sub-Zap" in Sub-Zap by Zapier.

You’re connected!

Zapier seamlessly connects AdvicePay and Sub-Zap by Zapier, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Agreement Completed
Triggers when an eSign agreement is fully executed by all required signers.
Trigger
Polling
Try It
Subscription Activated
Triggers when a subscription is initially activated.
Trigger
Polling
Try It
- Client Email
  Required
- Client First Name
  Required
- Client Last Name
  Required
- Advisor
  Required
Action
Write
- Amount to be Invoiced, in cents
  Required
- Due Date
  Required
- Client
  Required
- Frequency
  Required
- Billing Periods (numeric)
- Advance Billing
  Required
- Description of Services
  Required
- Send Email
- Email Message
- Engagement Workflow ID
Action
Write
- Subscription ID
  Required
Action
Write

- Page
- Subscriptions per Page
- Filter by Subscription Status
- Filter by Subscription Frequency
- Filter by Advisor
- Filter by Client
Action
Write
- Client Email
  Required
Action
Search

- Input / Argument List
- Zap_id
- Blank_sample_notice
Trigger
Instant
Try It
- Output / Return Values
- Zap_path_run_id
- Zap_run_id
Action
Write

Invoice Paid
Triggers when an invoice is paid.
Trigger
Polling
Try It
Subscription Canceled
Triggers when a subscription is canceled.
Trigger
Polling
Try It
- Amount to be Invoiced
  Required
- Due Date
  Required
- Client
  Required
- Advance Billing
  Required
- Description of Services
  Required
- Send Email
- Email Message
- Engagement Workflow Id
Action
Write
- Invoice ID
  Required
Action
Write
- Page
- Invoices Per Page
- Invoice Status
- Invoice Frequency
- Invoices Paid After...
- Invoices Paid Before...
- Advisor
- Client
Action
Write
- Page Size
- Verified
- Email
Action
Write
- Client Email
  Required
- Client First Name
  Required
- Client Last Name
  Required
- Advisor
  Required
Action
Search or write
- Select Your Account
  Required
- Select Your Sub-Zap
  Required
- Parent_zap_directions
- Live_testing_info
- Blank_sample_notice
- Zap_path_run_id
Action
Write

For AI agents & developers

Use AdvicePay and Sub-Zap by Zapier with AI agents and code

Beyond Zap workflows. Call AdvicePay and Sub-Zap by Zapier actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose AdvicePay and Sub-Zap by Zapier actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Client
Call a Sub-Zap

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger AdvicePay and Sub-Zap by Zapier actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* advicepay / sub-zap-by-zapier action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect AdvicePay and Sub-Zap by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Sub-Zap by Zapier on the Zapier blog

Make work flow with AI

Level up your AdvicePay to Sub-Zap by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About AdvicePay

AdvicePay is a tool for fee-for-service financial planners to manage billing, payments, and compliance.

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Related categories

Commerce

About Sub-Zap by Zapier

Build reusable Zap components and systems by building and calling "Sub-Zaps".