1.Monitors job completed
Integrate ServiceM8 and job tracking tools to trigger on job completed and continue for qualifying job categories.
Create accounting entry and payment from completed job
Automatically monitor job completions across ServiceM8 and analytics tools. Create and update when billable category confirmed, job reference found, and totals finalize—so you can post sales entries, record optional payments, and map ledger accounts without manual reconciliation.
How this automation posts sales entries from completed jobs
When Job Completed happens, delays can leave invoices unposted and revenue reporting incomplete. This automation searches for matching deals and contacts, calculates invoice and tax details, and posts sales quick entries and optional payments—so your team can close the books faster.
ServiceM8or swap with your favorite app
2.Finds deals and contact records
Integrate HubSpot and CRM lookup tools to search deals by job ID and retrieve the associated contact record.
HubSpotor swap with your favorite app
3.Calculates invoice totals and tax
Integrate Formatter by Zapier and accounting calculation tools to derive payment type, format timestamps, and calculate net and tax.
Formatter by Zapieror swap with your favorite app
4.Looks up ledger account mappings
Integrate Zapier Tables and accounting mapping tools to find ledger account and payment method identifiers for posting.
Zapier Tablesor swap with your favorite app
5.Posts sales quick entry and payment
Integrate Sage Accounting and bookkeeping tools to post the sales quick entry and create a linked contact payment when available.
セージ会計or swap with your favorite app
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Accelerate month-end accuracy with automated entry creation, approval routing, and record updates
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ステップ 1
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ステップ 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
ステップ 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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