Quoting & Invoicing AutomationPurpose
1.2. Automated status updates include sent, viewed, overdue, partially paid, and fully paid, ensuring all parties remain informed.
1.3. Automation increases efficiency for the architectural and engineering model making process by ensuring stakeholders, clients, and finance teams have instant invoice visibility.
1.4. Automator ensures design and engineering teams focus on core deliverables by reducing administrative workload.
1.5. Automating status flow aids compliance and audit readiness via automated logs.
Trigger Conditions
2.2. Automated change of invoice status: sent, viewed, overdue, paid, or custom statuses.
2.3. Payment confirmation or partial payments detected by banking or payment platforms.
2.4. Automated scheduled review of invoice status at set intervals.
Platform Variants
3.1. QuickBooks
• Feature/Setting: Webhooks API – automate pushes for invoice status change events to downstream services or emails.
3.2. Xero
• Feature/Setting: Invoices API – automatable invocation on status change, triggers notification workflows.
3.3. FreshBooks
• Feature/Setting: "Invoice Updated" webhook – automate sending templated updates to clients and staff.
3.4. Zoho Books
• Feature/Setting: Automation Rules – configure automated notifications on invoice lifecycle events.
3.5. Stripe
• Feature/Setting: Invoice Events Webhook – automates notification triggers on payment, overdue, and finalized statuses.
3.6. SAP
• Feature/Setting: SAP Business One Service Layer – automate custom scripts on invoice object changes.
3.7. Microsoft Dynamics 365
• Feature/Setting: Power Automate integration – automate flows for invoice updates to internal/external parties.
3.8. Oracle NetSuite
• Feature/Setting: SuiteScript or SuiteFlow – automate and notify via workflow automator for AR invoices.
3.9. Salesforce
• Feature/Setting: Process Builder or Flow – automate email/SMS notifications on invoice object field changes.
3.10. HubSpot
• Feature/Setting: Workflow Automations – trigger automated emails/SMS for updated invoice statuses.
3.11. Twilio
• Feature/Setting: Programmable SMS – automates sending real-time invoice status updates to mobile phones.
3.12. SendGrid
• Feature/Setting: API-triggered transactional emails – automate highly deliverable stakeholder emails.
3.13. Slack
• Feature/Setting: Incoming Webhooks – automates posting status updates to internal channels.
3.14. Microsoft Teams
• Feature/Setting: Webhook connector – automate status update messages to project or finance teams.
3.15. Gmail
• Feature/Setting: Gmail API – send automated, filter-based invoice status notifications.
3.16. Outlook/Office 365
• Feature/Setting: Power Automate or Graph API – automate emails to external/internal recipients on triggered status.
3.17. Telegram
• Feature/Setting: Bot API – automate direct messages to stakeholder groups with real-time status info.
3.18. Asana
• Feature/Setting: Asana API – create task comments or status updates triggered by automated invoice events.
3.19. Monday.com
• Feature/Setting: Automation recipes – automate notification pulses to item owners on invoice update.
3.20. Trello
• Feature/Setting: Butler Automation – send automated card comments or timeline updates.
3.21. ClickUp
• Feature/Setting: Automations – configure triggers on invoice status update and automatedly notifies users.
3.22. Pipedrive
• Feature/Setting: Workflow Automations – automate CRM contact or organization notes/alerts on receiving invoice changes.
Benefits
4.2. Ensures timely, accurate, automated delivery of billing milestones to all relevant parties.
4.3. Enhances client satisfaction with improved, automated transparency on project costs.
4.4. Mitigates risk of unpaid invoices with consistent, automated stakeholder awareness.
4.5. Increases operational efficiency, enabling design and engineering teams to automatedly focus on deliverables.
4.6. Supports scalable, repeatable, auditable automated processes for compliance needs.