When you launch a paid ad campaign, this workflow triggers an invoice in QuickBooks Online so your client gets billed right away. You stop chasing down billing dates and your cash flow stays steady. It works by connecting your campaign launch status to your accounting tool.
Connect your project tracker (Basecamp) to Make
Set the trigger to fire when a campaign task moves to 'Live' status
Map client name, campaign budget, and start date to QuickBooks Online invoice fields
Set invoice due date to 30 days from campaign launch
Turn on the automation and test with one client account
Create a free account to get the steps written out for your tools, click by click.
Create a free accountGet paid sooner after each campaign and spend less time creating invoices by hand.
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