Billing, Contracts & AdministrationPurpose
1.2. Ensures clients have on-demand access to updated invoices, contracts, amendments, and compliance documentation
1.3. Auto-notifies stakeholders of new or modified files, supporting transparency and client self-service
1.4. Minimizes admin workload by automating repetitive updates and reducing manual document distribution errors
Trigger Conditions
2.2. Contract approved, signed, or modified within e-signature platform
2.3. Administrative file (compliance, onboarding material) created or revised in DMS
2.4. Manual upload or batch updates added to company’s shared drive
2.5. API webhook triggers on document state change or new file upload
Platform Variants
• Feature: Files Connect API
• Setting: Watch files in "Billing" or "Contracts" object; auto-post to client portal folder
3.2. DocuSign
• Feature: Envelopes: List Status Changes endpoint
• Setting: Webhook triggers on "completed" status for contracts; auto-push PDF to portal
3.3. Dropbox Business
• Feature: Webhooks + File Upload endpoint
• Setting: On file upload/edit in “Legal” folder, push to client document repository
3.4. Google Drive
• Feature: Drive API, Changes.watch
• Setting: Monitor for additions to “Admin” shared drives; mirror changed files
3.5. Microsoft SharePoint
• Feature: REST API, List Webhooks
• Setting: Trigger Flow on new contract upload, copy to portal asset library
3.6. Box
• Feature: Events API
• Setting: Auto-sync new files in “Client” folders with portal storage instance
3.7. Adobe Sign
• Feature: Webhooks (API)
• Setting: On agreement signature, deliver PDF to portal via integration endpoint
3.8. QuickBooks Online
• Feature: Reports API
• Setting: Auto-export finalized invoices; update client invoice center in portal
3.9. Xero
• Feature: Webhooks API
• Setting: When invoice “Approved,” send PDF to client portal subfolder
3.10. Zoho CRM
• Feature: Attachments API
• Setting: Scan new attachments in “Deals”; publish to portal with client tags
3.11. PandaDoc
• Feature: Document Completed Webhook
• Setting: On finish, automate upload of PDF output to portal
3.12. HelloSign
• Feature: Callback API
• Setting: On signature completion, move legal doc to client-restricted area
3.13. OneDrive for Business
• Feature: Delta API
• Setting: Auto-sync new/edited contract docs to portal’s document section
3.14. Slack
• Feature: Files.upload and Event Subscriptions
• Setting: File upload in “Billing” channel triggers add-to-portal logic
3.15. HubSpot
• Feature: Engagements API
• Setting: On file attached to deal, push update to client dashboard
3.16. Airtable
• Feature: Attachments Field API
• Setting: New row with document triggers copy to portal
3.17. SugarCRM
• Feature: REST v10 – Attachments
• Setting: Contract/billing doc attached in account record auto-shares to portal
3.18. monday.com
• Feature: File column via API
• Setting: On document status “Final,” publish file to client-facing portal board
3.19. Notion
• Feature: File Property API
• Setting: Edits to files in “Client Docs” database synced in portal
3.20. SAP Business One
• Feature: Service Layer API Document Attachments
• Setting: Invoice attachment created, auto-transfer to portal accounting section
Benefits
4.2. Strengthens compliance by logging distribution and client views
4.3. Increases transparency, improving client relations and response time
4.4. Accelerates billing cycles and contract processing
4.5. Ensures only latest documents are ever available to clients
4.6. Frees staff for higher-value client service and campaign work