Automations
Automation Recipes
6min
- Workflow Type: Promise to Pay
- Trigger:
- When: a specific event happens
- Event: Invoice expected payment date is set
- Action: Set property value
- Object Type: Customer
- Property: Chase
- Value: False
- Workflow Type: Promise to Pay
- Trigger:
- When: a specific event happens
- Event: Promise to pay is broken
- Action: Set property value
- Object Type: Customer
- Property: Chase
- Value: True
When autopay has exhausted all payment attempts, autopay is disabled and a due date is assigned so that chasing emails start sending.
- Workflow Type: Invoice
- Trigger:
- When: a specific event happens
- Event: Invoice is updated
- Action: Condition
- Object Type: Invoice
- Formula: invoice.attempt_count > 1 and invoice.balance > 0
- Replace “1” with the maximum number of autopay retries in settings > accounts receivable
- Action: Set property value
- Object Type: Invoice
- Property: Autopay
- Value: False
- Action: Copy property value
- From Property: Date
- To Object: Invoice
- To Property: Due date
When a draft invoice is created, I want to create a task for a user to review and ultimately issue that invoice.
- Workflow Type: Invoice
- Trigger:
- When: a specific event happens
- Event: Invoice is created
- Action: Condition
- Object Type: Invoice
- Formula: invoice.draft == “true”
- Action: Create Object
- Object Type: Task
- Use text or variables to create a task according to your preferences
- Workflow Type: Invoice
- Trigger:
- When: a specific event happens
- Event: Invoice is created
- Action: Copy property value
- From Property: Custom field value
- To Object: Invoice
- To Property: Invoice Name