Discover workflows that save your business time and money. See which tools work together and how to set them up.
116 automations found in Get Paid & Manage Money
When you add a new client to your system, this workflow automatically sends them a fee agreement form (a document outlining your billing terms) through Cognito Forms. Once they sign and submit it, the workflow saves the signed copy to Notion and creates a billing record in QuickBooks Online. No signed agreement means no work starts — and this makes sure nothing slips through.
Get signed fee agreements 100% of the time and save 2 hours/week on manual follow-up.
Saves ~2 hrs/week
This workflow pulls your accounts receivable (money clients owe you) data from QuickBooks Online into Metabase (a reporting tool) and breaks it down by practice area — litigation, family law, estate planning, and so on. You see exactly where money is stuck and how old each balance is. No more digging through reports to find out who owes what.
Cut weekly AR reporting time from 2 hours to 10 minutes and spot overdue trends instantly.
Saves ~2 hrs/week
This workflow scans your matter list every week and flags any open matter that has logged time but no invoice sent in the last 30 days. It creates a task in Todoist so someone on your team follows up before the billing window gets too stale. Law firms lose real money on unbilled work — this stops that leak.
Recover an average of $2,000/month in previously unbilled work by catching gaps weekly.
Saves ~2 hrs/week
When a retainer renewal date hits, this workflow sends your client an email with a direct payment link — no chasing required. You set the retainer amount and renewal schedule once in a spreadsheet or database, and the automation handles the rest. Clients pay faster because the link is right in front of them.
Get retainer payments 7 days faster and save 3 hours/week on follow-up calls.
Saves ~3 hrs/week
When you log time on a legal matter in your practice management tool, this workflow automatically builds a draft invoice in QuickBooks Online. It pulls the matter name, hourly rate, and time entries so you never miss a billable hour. You review and send — the system does the math.
Capture 100% of billable hours and cut invoice prep time by 4 hours/week.
Saves ~4 hrs/week
When you mark a deal as closed-won in your CRM, Make instantly creates a matching customer record in QuickBooks Online. You never have to retype a billing address or email again just because a deal crossed the finish line.
Cut invoice setup time by 2 hours/week and send first invoices 1-2 days faster after closing a deal.
Saves ~2 hrs/week
When you mark a lead as 'won' in Gro AI, Make automatically creates a new customer record in QuickBooks Online (your accounting software). You skip the manual data entry step between closing a deal and sending the first invoice. Your billing starts the same day the deal closes.
Save 2 hours/week on admin work and send your first invoice the same day you close a deal.
Saves ~2 hrs/week
When a supplier invoice is approved in QuickBooks Online, Make triggers a payment through Wise (an international money transfer tool that offers lower fees than banks) and logs the payment back in QuickBooks automatically. You stop overpaying on currency conversion fees every time you pay an overseas vendor.
Cut international payment fees by up to 4% and save 90 minutes/week on manual payment logging.
Saves ~2 hrs/week
This workflow connects your QuickBooks Online data to an Equals (a connected spreadsheet tool that pulls live data) dashboard so you can see your cash position, upcoming bills, and expected revenue in one place — updated automatically every day. You stop guessing whether you have enough cash to reorder inventory.
See your real cash position every morning without any manual work and avoid 1-2 cash shortfalls per quarter.
Saves ~3 hrs/week
Every time a refund is processed in your store, Make (an automation platform that connects apps) triggers a credit memo (a document that reduces what a customer owes) in QuickBooks Online automatically. This keeps your revenue numbers accurate and stops refunds from hiding in your books for weeks.
Eliminate 2 hours/week of manual refund reconciliation and get accurate revenue numbers in real time.
Saves ~2 hrs/week
This workflow pulls your sales and cost data into a Metabase dashboard (a tool that turns your data into visual charts) and automatically highlights any product where your profit margin drops below a number you set. You get a weekly report sent straight to your inbox so you can reprice or drop problem products fast.
Catch margin-killing products within 7 days and protect up to 8% more gross profit per quarter.
Saves ~2 hrs/week
When a customer places an order in your e-commerce store, this workflow automatically creates a matching sales receipt in QuickBooks Online. You stop copying order data by hand and your books stay current without any extra work.
Save 4 hours/week on manual data entry and close your books 3 days faster each month.
Saves ~4 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
