- Invoice Automation
- Invoice Processing
- Invoice status sync
Update invoice statuses and records based on payment completions or other criteria
Invoice status automation ensures that invoice records and their payment statuses stay current across financial and CRM systems by automatically updating them based on payment completions or custom criteria. This type of automation eliminates manual data entry, reduces the risk of errors, and keeps all stakeholders informed in real time. Users gain consistent visibility into financial processes, enabling faster decision-making and more accurate reporting.
Filter by common apps:
Jobber
Notion
Assembly.com
Formatter by Zapier
Chaser
Stripe
Filter by Zapier
Attio
Knack
Square
ServiceTitan
Xero
Quickbase
Looping by Zapier
Airtable
Webhooks by Zapier
Salesforce
QuickBooks Online
- Update invoice in Notion when Jobber invoice is modified
- Update invoice status and adjust details in Chaser from Copilot when an invoice is voided
Update invoice status and adjust details in Chaser from Copilot when an invoice is voided
- Cancel invoice in Square when Knack form indicates cancellation request
Cancel invoice in Square when Knack form indicates cancellation request
- Update invoice in ServiceTitan for relevant new form submissions from ServiceTitan
Update invoice in ServiceTitan for relevant new form submissions from ServiceTitan
- Update Quickbase record with invoice number from new Xero sales invoice
Update Quickbase record with invoice number from new Xero sales invoice
- Transfer and update invoice details from Xero to Airtable when invoice status changes
Transfer and update invoice details from Xero to Airtable when invoice status changes
- Create an invoice in Stripe when a client cancels an order via Webhooks
Create an invoice in Stripe when a client cancels an order via Webhooks
- Update payment status in QuickBooks Online from Salesforce changes
Update payment status in QuickBooks Online from Salesforce changes