Quoting & InvoicingPurpose
1.2. The automator eliminates manual tracking, reduces admin errors, improves workflow speed, and maintains up-to-date job statuses for installations and repairs in electrical professional services.
1.3. Automatedly synchronizes finance, job fulfillment, and client communication systems to ensure real-time visibility and operational efficiency in quoting & invoicing workflows.
Trigger Conditions
2.2. Paid invoice record or payment event (API webhook, email receipt, or reconciled transaction) initiates the automatable workflow.
2.3. Automates only for relevant statuses: open, pending, or quoted jobs that await payment.
Platform Variants
• Feature/Setting: Webhooks for "invoice.payment_succeeded" — automates detection of successful payments.
3.2. PayPal
• Feature/Setting: IPN (Instant Payment Notification) — configure listener for "Payment Completed" event to start automation.
3.3. QuickBooks Online
• Feature/Setting: API Endpoint "Payment" — webhook triggers when payment is applied to invoice, updating job records automatedly.
3.4. Xero
• Feature/Setting: Webhook (Event: Payment Created) — automates job update on payment received.
3.5. Square
• Feature/Setting: Webhook for "payment.updated" — automates job status changes linked to invoice payment results.
3.6. Zoho Books
• Feature/Setting: "Invoice Payment Received" automation — auto-update job status when payment posts to an invoice.
3.7. FreshBooks
• Feature/Setting: API webhook for "payment.created" — automates downstream job workflow updating.
3.8. Sage
• Feature/Setting: "Invoice Payment" event in Sage Cloud API — triggers job update automator.
3.9. Wave
• Feature/Setting: Zapier “New Payment” trigger for Wave invoice paid events — connects to job tracking tool to automate update.
3.10. Intuit Payments
• Feature/Setting: Webhook event for payment finalized — sends automatable command to job status management system.
3.11. Microsoft Dynamics 365
• Feature/Setting: Power Automate flow “When a payment is received” to automate field update in job entity.
3.12. Salesforce
• Feature/Setting: Process Builder/Flow to listen for opportunity "Paid" stage, automates updating job status.
3.13. HubSpot
• Feature/Setting: Workflow automation on "Payment Completed" via Payments or integrated stripe, automates job status field update.
3.14. ServiceM8
• Feature/Setting: Automation rule for "Invoice Paid" event to automate job workflow update.
3.15. Jobber
• Feature/Setting: Jobber’s webhook for "invoice.payment" — automates update to job progress.
3.16. Simpro
• Feature/Setting: Event-based work order automation on "Invoice Paid" — automates workflow transitions.
3.17. ServiceTitan
• Feature/Setting: API trigger for "Payment Posted" to automate updates to job records.
3.18. Google Sheets
• Feature/Setting: Google Apps Script “On Form Submit” or integration trigger on new payment row — automates entry in job status tracker.
3.19. Monday.com
• Feature/Setting: Automation recipe “When status changes to Paid” or via payment integration trigger/API — updates job boards automatedly.
3.20. Airtable
• Feature/Setting: Airtable Automation trigger “When record matches conditions: Invoice Paid” — automates job status update field.
Benefits
4.2. Prevents admin-related delays and errors with touchless updating through automation.
4.3. Improves client transparency as job progress is automatically updated and can trigger instant notifications.
4.4. Ensures finance and operations departments are always aligned by automated dataflows.
4.5. Enables scalability for the electrician business by making invoicing and job tracking fully automatable.