Billing, Payments & ContractsPurpose
1.2. Automatedly extract customer, service, and contract data to personalize invoice details.
1.3. Triggered automation ensures no manual delays or errors in billing—critical for recurring or milestone-driven digital marketing retainers.
1.4. Automates logging of invoice issuance and status, syncing to accounting, payment, and CRM records for audit and follow-up.
Trigger Conditions
2.2. Scheduled time-based trigger (e.g. first of each month).
2.3. Completion of marketing deliverable or campaign milestone.
2.4. CRM field update (e.g. project phase changed to “Billing”).
2.5. Threshold met (e.g. spend or hour allocation reached).
Platform Variants
3.1. Salesforce
• Feature/Setting: Outbound Messages and Process Builder to automate invoice generation when Opportunity Stage updates; connect with external invoicing API.
3.2. HubSpot
• Feature/Setting: Workflow automation to trigger Webhooks or Zapier bridge; use "Ticket Pipeline Status" for invoicing automation.
3.3. Zoho CRM + Zoho Books
• Feature/Setting: Automate via Zoho Flow—CRM deals push to Books’ "Create Invoice" API.
3.4. Microsoft Dynamics 365
• Feature/Setting: Power Automate flows triggering invoice creation API in Business Central when Opportunity status changes.
3.5. Pipedrive
• Feature/Setting: Custom automation or third-party integration triggers when deal moves to “Won”—sends data to invoicing service API.
3.6. Freshsales + FreshBooks
• Feature/Setting: Freshsales workflow automates HTTP action to FreshBooks’ “Create Invoice” endpoint.
3.7. QuickBooks Online
• Feature/Setting: Automatedly generate and email invoices using QuickBooks Online API after CRM webhook event.
3.8. Stripe
• Feature/Setting: Use Stripe Invoicing API—triggered from CRM event = automated invoice draft, send, and payment link delivery.
3.9. Xero
• Feature/Setting: Xero Invoices API—automatedly issue invoice and send based on CRM webhook or connector.
3.10. Sage Intacct
• Feature/Setting: Intacct’s API for creating and sending invoices, initiated by CRM automation.
3.11. Google Sheets + Gmail
• Feature/Setting: Scripted automation watches CRM sheet; if billing trigger, generate PDF invoice and automatedly email using Gmail API.
3.12. Monday.com
• Feature/Setting: Automate pulse status; when “Ready for Billing”, webhook to invoicing platform API.
3.13. Odoo
• Feature/Setting: Odoo Studio automation or external webhook to Invoice object when CRM stage changes.
3.14. ActiveCampaign
• Feature/Setting: CX Automation initiates HTTP post; triggers invoice generation event in integrated billing application.
3.15. Copper CRM
• Feature/Setting: Integrate with billing tool via workflow automation or Zap; triggers on opportunity status.
3.16. Trello
• Feature/Setting: Trello Butler automation triggers webhook on list movement; connected to backend invoice generator.
3.17. Insightly
• Feature/Setting: Workflow automation sends HTTP POST with opportunity data as soon as billing trigger is met.
3.18. Asana
• Feature/Setting: Asana rule triggers webhook when task or project custom field = “Ready to Bill”.
3.19. Keap (Infusionsoft)
• Feature/Setting: Automated campaign sequence calls “Create Invoice” API; triggered by CRM tag.
3.20. Bitrix24
• Feature/Setting: Business Process Designer triggers invoicing API from custom CRM stage or field.
Benefits
4.2. Reduces errors with standardized, automated invoice data population.
4.3. Enables real-time invoicing for quicker payment cycles and cash flow.
4.4. Automates compliance with audit trails for every invoice action.
4.5. Scalable—automation supports unlimited digital marketing clients and growth.
4.6. Enhances customer experience with faster, consistently accurate billing.
4.7. Automates synchronization between CRM, accounting, and payment systems.
4.8. Frees staff from repetitive manual billing tasks, allowing focus on service delivery.