Back-Office and AdministrationPurpose
1.2. Automate the process of formatting, generating, and delivering invoices to clients based on completed ticket activity.
1.3. Enable end-to-end automation for approval, notifications, archival, and reporting of invoicing activities.
1.4. Reduce manual errors and support scalable, repeatable billing cycles for IT support operations by automating every aspect of invoice workflow.
Trigger Conditions
2.2. Scheduled billing cycles (e.g., end-of-week, bi-weekly, end-of-month).
2.3. Upon ticket resolution/closure.
2.4. Approval status change in the project management platform.
2.5. Explicit approval for generating batch invoices from a finance admin.
Platform Variants
• Trigger: Webhooks for ticket updates.
• API/Feature: Support API for automating extraction of work logs.
3.2. Freshdesk
• Trigger: Automation rules for ticket closure.
• API/Feature: Work log API for automated data pull.
3.3. Jira Service Management
• Trigger: Issue resolved transition.
• API/Feature: REST API for automating work log collection.
3.4. ServiceNow
• Trigger: Business Rules for incident state changes.
• API/Feature: Table API for automated work log export/invoice creation.
3.5. ConnectWise Manage
• Trigger: Ticket workflow automator.
• API/Feature: TimeEntry API for work log fetching and invoice API for automated invoice submission.
3.6. QuickBooks
• Trigger: API call on invoice creation.
• API/Feature: Invoices endpoint for automated invoice push.
3.7. Xero
• Trigger: API post-invoice creation event.
• API/Feature: Accounting API for automating invoice data sync.
3.8. Sage Intacct
• Trigger: Scheduled API job.
• API/Feature: Automation of Invoice Services endpoint for invoice generation.
3.9. Microsoft Dynamics 365
• Trigger: Power Automate flow for ticket close.
• API/Feature: Invoicing module with automated data injection.
3.10. Salesforce
• Trigger: Process Builder or Flow for case closure.
• API/Feature: REST API for automating invoice creation in billing objects.
3.11. Zoho Books
• Trigger: Invoice generation webhook.
• API/Feature: Automated use of Invoice API.
3.12. HubSpot
• Trigger: Workflow automation at deal stage closed-won.
• API/Feature: Invoice automation using workflow extension.
3.13. Google Sheets
• Trigger: New row in work logs.
• API/Feature: Sheets API for automated data extract; used as a staging or reporting automator.
3.14. Smartsheet
• Trigger: Row added/changed in timesheet.
• API/Feature: Automated Reports API.
3.15. DocuSign
• Trigger: Invoice generated event.
• API/Feature: Envelope API for automating the signature request on invoices.
3.16. PandaDoc
• Trigger: API call to create/send document.
• API/Feature: Document API for automated invoice templating and dispatch.
3.17. Slack
• Trigger: Notification when invoice is sent.
• API/Feature: Webhook automation for automated team updates.
3.18. Outlook/Office 365
• Trigger: Automated scheduled email action.
• API/Feature: Graph API to send automated invoice emails.
3.19. Gmail
• Trigger: Automated email send on invoice creation.
• API/Feature: Gmail API to automate invoice delivery.
3.20. Dropbox
• Trigger: File upload automator for generated invoice PDF.
• API/Feature: File upload endpoint for invoice archival automation.
3.21. AWS S3
• Trigger: Automated file upload on invoice creation.
• API/Feature: S3 API for invoicing document archiving automation.
3.22. Trello
• Trigger: Card moved to “Ready to Invoice.”
• API/Feature: Board automation/Power-up for automated status change and reminders.
Benefits
4.2. Minimizes manual intervention, reducing errors and freeing up administrative time.
4.3. Enables automatable approval chains and automated reminders, improving compliance and payment cycles.
4.4. Delivers automated document storage and automated reporting for business analysis.
4.5. Scales automatedly with business growth and supports diverse IT services environments.