Recover retainer payments 7 days faster and save 3 hours/week on manual balance checks.
~3 hrs
Saved / wk
Medium
Setup
No AI
AI
When a client's prepaid retainer balance drops below a set threshold in QuickBooks Online, this workflow automatically sends them a replenishment request and logs the alert in Notion. You stop chasing clients manually and get paid before work stalls.
~3 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Connect QuickBooks Online to Make (an automation platform that links your apps)
Step 2: Set a trigger in Make to watch for retainer balance updates in QuickBooks Online
Step 3: Add a filter so the workflow only fires when the balance drops below your chosen dollar amount
Step 4: Create an action to send a replenishment email to the client using Make's email module
Step 5: Add a second action to log the alert as a new page in Notion for your records
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See PlansNotion is an all-in-one workspace where your team can write notes, track projects, build databases, and share knowledge — all in one place. Instead of juggling separate apps for documents, project boards, and wikis, Notion puts everything under one roof. Over 100 million people use it, from solo freelancers to large companies. The free plan is generous. You get unlimited pages, a calendar, email, basic forms, and databases at no cost. When your team grows, the Plus plan starts at $10 per member per month and adds collaboration features. Notion also includes built-in AI that can search across your workspace, write drafts, summarize long documents, and fill in database fields automatically — saving you hours of manual work each week. Where Notion really shines is flexibility. You can mold it into almost anything: a CRM, a content calendar, a hiring tracker, or an internal wiki. It connects with about 197 other apps, including two-way syncing with tools like Jira, GitHub, and Asana. If your business needs one hub to organize everything, Notion is a strong contender.
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