Automation Recipes

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)