Automations

Automation Recipes

8min



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



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



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



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

When an invoice is created with AutoPay disabled, I want to assign a chasing cadence to that invoice.



  • Workflow Type: Invoice
  • Trigger:
    • When: a specific event happens
    • Event: Invoice is created
  • Action: Condition
    • Object Type: Invoice
    • Formula: invoice.autopay == 0
  • Action: Set Property Value
    • Object Type: Invoice
    • Property: Chase
    • Value: On
  • Action: Set Property Value
    • Object Type: Invoice
    • Property: Chasing Cadence
    • Value: {"cadence_id": cadence_id} (You can find the cadence_id using the report builder. If you don't have access to the report builder, contact our support team for assistance)



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