Automations

Automation Recipes

8min

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When a promise-to-pay is created, I want chasing to be paused for the customer:
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
When a promise-to-pay is broken, I want chasing to be enabled for the customer:
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
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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
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When an invoice is created, I want the invoice custom field value to be set as the invoice title
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
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When an invoice is created as a draft by a specific subscription, change the invoice status to issued (this is useful if you have subscriptions set to issue in draft mode but want certain subscriptions to automatically issue invoices). 
Workflow Type: Invoice
Trigger:
When: a specific event happens
Event: Invoice is created
Action: Condition
Object Type: Invoice
Formula: invoice.subscription == subscription ID (number at the end of the subscription's URL)
Action: Set Property Value
Object Type: Invoice 
Property: Draft
Value: Off
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Automations

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Automation Recipes

When a promise-to-pay is created, I want chasing to be paused for the customer:

When a promise-to-pay is broken, I want chasing to be enabled for the customer:

When autopay has exhausted all payment attempts, autopay is disabled and a due date is assigned so that chasing emails start sending.

When a draft invoice is created, I want to create a task for a user to review and ultimately issue that invoice.

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When an invoice is created, I want the invoice custom field value to be set as the invoice title

﻿

When an invoice is created as a draft by a specific subscription, change the invoice status to issued (this is useful if you have subscriptions set to issue in draft mode but want certain subscriptions to automatically issue invoices).

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