Discover workflows that save your business time and money. See which tools work together and how to set them up.
36 automations found in Get Paid & Manage Money
When you close a Help Scout conversation that's tagged as billable work, this workflow logs the time and customer details in QuickBooks Online (accounting software for small businesses) so you can invoice right away. You stop losing billable hours because someone forgot to log them. Every closed ticket becomes a billing record automatically.
Recover an average of $500/month in previously unbilled support time.
Saves ~2 hrs/week
When you finish a Google Meet call with a client, Make can create or update that client's contact record in QuickBooks Online (your accounting software). It logs the call date and any notes so your billing history stays current. You spend less time doing data entry and more time doing the actual work.
Save 1 hour/week on data entry and avoid missing billable client interactions.
Saves ~1 hr/week
When someone fills out a Facebook Lead Ad form in Meta Business Suite, Make automatically creates a new customer record in QuickBooks Online. You get the lead's contact info in your accounting tool right away — no manual data entry needed.
Save 2 hours/week on data entry and follow up with new leads same day.
Saves ~2 hrs/week
Every night, your Toast sales data automatically flows into QuickBooks Online (your accounting software). You get accurate revenue, tax, and tip records without typing a single number by hand. This keeps your books clean and your accountant happy.
Save 4 hours/week on manual data entry and close your books 3 days faster each month.
Saves ~4 hrs/week
If you sell some tickets through Eventbrite and collect other payments through PayPal Business, this workflow pulls both into one Notion database so you see your total event revenue in one place. You stop jumping between two platforms to understand how your event is selling.
See your complete event revenue in one place and save 1.5 hours per event in manual reconciliation.
Saves ~2 hrs/week
When a customer fills out a Cognito Forms order form (an online form builder), this workflow grabs their details and sends them a PayPal Business invoice automatically. You get paid faster without writing a single invoice by hand.
Send invoices within 2 minutes of every order and cut your invoicing time by 4 hours/week.
Saves ~4 hrs/week
Every time a customer pays you through PayPal Business, this workflow creates a matching transaction in QuickBooks Online. You stop copying payment details by hand and your books stay accurate without extra work.
Save 3 hours/week on manual data entry and close your books 2 days faster each month.
Saves ~3 hrs/week
After Justworks processes payroll, this automation pushes the payroll totals into QuickBooks Online as journal entries (records that track money in and out). You stop manually entering payroll numbers into your accounting software every two weeks. Your books stay accurate without extra data entry.
Save 3 hours/month on payroll bookkeeping and reduce data entry errors by keeping QuickBooks always up to date.
Saves ~45 min/week
When you close a project in your project tool, this workflow drafts and sends an invoice from QuickBooks Online to your client's email via Gmail. You stop remembering to invoice manually. You get paid faster because the invoice goes out the same day the work is done.
Get paid 4 days faster and save 2 hours/week by automating invoice delivery at project close.
Saves ~2 hrs/week
When a customer fills out your product or service order form in Google Forms, the details automatically create a draft invoice in QuickBooks Online. You review it, click send, and you're done. No more retyping order details into your accounting software.
Save 4 hours/week on invoice creation and get invoices out the same day orders come in.
Saves ~4 hrs/week
When you close out your Square register each day, this automation sends your sales totals, taxes, and fees straight to QuickBooks Online. You skip manual data entry and always have clean books ready for tax time. It takes about 10 minutes to set up and runs on its own after that.
Save 4 hours/week on bookkeeping and close your books 3 days faster each month.
Saves ~4 hrs/week
Clockify sends billable hours directly to QuickBooks, where they become line items on client invoices. Bill for every minute without manual time entry on invoices.
Recover 10-15% more billable revenue and cut invoicing time by 75%.
Saves ~3 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
