---
title: Automation Recipes
slug: automations/recipes
docTags: 
createdAt: 2024-07-03T17:53:21.105Z
---



### 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)