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.
Connect QuickBooks Online to Make (an automation platform that links your apps)
Set a trigger in Make to watch for retainer balance updates in QuickBooks Online
Add a filter so the workflow only fires when the balance drops below your chosen dollar amount
Create an action to send a replenishment email to the client using Make's email module
Add a second action to log the alert as a new page in Notion for your records
Create a free account to get the steps written out for your tools, click by click.
Create a free accountRecover retainer payments faster and spend less time on manual balance checks.
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