- Invoice Automation
- Invoice Generation
- Automated draft invoicing
Create draft invoices based on predefined criteria or events
Automatically generate draft invoices when predefined triggers occur, such as form submissions or data updates, removing manual data entry and ensuring timely billing. This automation reduces errors by standardizing invoice creation based on your criteria, offers real-time visibility into pending invoices, and streamlines approval workflows by notifying stakeholders immediately. By connecting your data sources to your invoicing system, you eliminate bottlenecks, improve cash flow forecasting, and free your team to focus on higher-value tasks.
Filter by common apps:
Microsoft Outlook
Xero
Sage Intacct
Formatter by Zapier
Filter by Zapier
Booqable
QuickFile
Wave
Dropbox
Gmail
Webhooks by Zapier
Airtable
Discord
ActiveCampaign
Salesforce
Podio
- Create draft sales invoice in Xero from updated Microsoft Outlook calendar event
- Notify customers about overdue invoices in Microsoft Outlook from new Sage Intacct invoices
Notify customers about overdue invoices in Microsoft Outlook from new Sage Intacct invoices
- Create draft invoice in QuickFile when finalizing invoice in Booqable
Create draft invoice in QuickFile when finalizing invoice in Booqable
- Save new invoices as PDF in Dropbox, and create draft email in Gmail
Save new invoices as PDF in Dropbox, and create draft email in Gmail
- Create draft bill in Xero from form submission via Webhooks by Zapier
Create draft bill in Xero from form submission via Webhooks by Zapier
- Create draft invoice in Xero and notify team in Discord when opportunity status updates
Create draft invoice in Xero and notify team in Discord when opportunity status updates
- Create draft invoice in Xero when a tag is added in ActiveCampaign
Create draft invoice in Xero when a tag is added in ActiveCampaign
- Create draft bill in Xero from updated field in Salesforce
Create draft bill in Xero from updated field in Salesforce
- Create draft invoice in Xero from new item in Podio, and format details with Formatter by Zapier
Create draft invoice in Xero from new item in Podio, and format details with Formatter by Zapier