Automated deposit requests for new assignments

Purpose

1.1. Automatically initiate and manage deposit payment requests when new property appraisal assignments are created;
1.2. Trigger client notifications and payment instructions to safeguard revenue before work commences;
1.3. Streamline handoffs to finance, synchronize invoice tracking, and reduce manual effort in the billing cycle;
1.4. Ensure every new job is financially secured with reduced chase-up and clearer transaction records.

Trigger Conditions

2.1. New assignment record added in appraisal job management software;
2.2. Assignment status set to “Assigned” or “New”;
2.3. Client or property data validated and payment terms identified.

Platform Variants

3.1. Salesforce
• Feature/Setting: Workflow Rules—trigger on record creation; use Process Builder to generate payment request.

3.2. QuickBooks Online
• Feature/Setting: Payments API—create invoice and email deposit link to client automatically.

3.3. Xero
• Feature/Setting: New Sales Invoice API—initiate invoice and trigger an approval workflow.

3.4. Stripe
• Feature/Setting: Payment Links API—create unique deposit request link per assignment.

3.5. Square
• Feature/Setting: Invoices API—automate deposit invoice creation and email send.

3.6. FreshBooks
• Feature/Setting: Automated Invoice Generation—configure new client triggers for deposit requests.

3.7. Zoho Books
• Feature/Setting: Automation Rules—trigger invoice and payment reminder for new assignments.

3.8. HubSpot
• Feature/Setting: Workflows—automate creation and dispatch of payment requests.

3.9. Pipedrive
• Feature/Setting: Deal Stage Automation—move to “Assigned” stage triggers payment request email.

3.10. Microsoft Power Automate
• Feature/Setting: Flow—when new assignment record created, auto-generate deposit invoice and email.

3.11. Mailgun
• Feature/Setting: Automated transactional email, send custom payment link for new assignments.

3.12. SendGrid
• Feature/Setting: Transactional Templates, send branded deposit request email.

3.13. Slack
• Feature/Setting: Incoming Webhook—notify finance team on new deposit request triggered.

3.14. Google Sheets
• Feature/Setting: Apps Script—append new assignment row triggers deposit invoice creation in linked service.

3.15. monday.com
• Feature/Setting: Automation Recipes—on item creation, trigger external invoice system.

3.16. Asana
• Feature/Setting: Rules—task moved to “Billing” section triggers deposit workflow via integration.

3.17. Trello
• Feature/Setting: Butler Automation—new card in “New Appraisals” list triggers external API for invoice.

3.18. DocuSign
• Feature/Setting: Envelope Creation API—send payment agreement for e-signature before work begins.

3.19. Twilio SMS
• Feature/Setting: Programmable Messaging—auto-SMS client with payment link on assignment.

3.20. PayPal
• Feature/Setting: Invoicing API—programmatically request deposit payment tied to appraisal reference.

3.21. Wave
• Feature/Setting: Workflow Automation—on new customer/lead, auto-issue deposit request.

3.22. Airtable
• Feature/Setting: Automations—on new appraisal record, hook to payment system for deposit request.

Benefits

4.1. Reduces billing/payment delays and eliminates manual deposit request steps;
4.2. Provides real-time visibility for finance and operations;
4.3. Enhances client experience via prompt, seamless payment instructions;
4.4. Strengthens cash flow management and reduces assignment cancellations;
4.5. Guarantees standardized deposit procedures across all incoming assignments.