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 update a project page in Notion to 'Complete,' Make triggers QuickBooks Online to generate and send the invoice with all the project details already filled in. You never have to remember to bill — the system does it for you.
Save 5 hours/week and cut your average payment wait time by 7 days by invoicing the moment work closes.
Saves ~5 hrs/week
When a client fills out a job completion form in Cognito Forms, n8n (a workflow automation tool) picks up the data and builds a QuickBooks Online invoice right away. No copy-pasting, no missed billable items.
Cut invoice creation time from 20 minutes to under 2 minutes per job and reduce billing errors by 90%.
Saves ~5 hrs/week
When you complete a task in Todoist, this workflow triggers QuickBooks Online to create and send an invoice automatically. You stop switching between apps and chasing down billing after every job.
Save 4 hours/week on manual invoicing and get invoices out same-day instead of days later.
Saves ~4 hrs/week
This workflow pulls completed job data and costs from QuickBooks Online into a simple report that ranks each service type by profit margin. You see which services make you the most money and which ones you might want to reprice or drop. It runs automatically on the first of each month so you always have fresh numbers.
Find your top 3 most profitable services in under 5 minutes and make smarter pricing decisions that add $500+/month in profit.
Saves ~3 hrs/week
When a customer fills out your online booking form, this workflow sends them a payment link right away and asks for a deposit before the job is confirmed. Once they pay, the job gets added to your schedule automatically. You stop losing jobs to no-shows and always have money in hand before you send a truck.
Eliminate 90% of no-shows and collect deposits 2 days faster with zero manual follow-up.
Saves ~2 hrs/week
This workflow pulls your income and expense data from QuickBooks Online into a visual dashboard every morning. You see exactly what money is coming in, what bills are due, and whether you have enough to cover payroll — all in one place. No more logging into multiple tools or building reports by hand.
Spend 2 minutes instead of 30 reviewing your finances each week and catch cash shortfalls 7 days earlier.
Saves ~2 hrs/week
Every time you log a material purchase, this workflow adds the cost to the right job in your tracking sheet and compares it against your estimate. If a job goes over budget by more than 10%, you get an instant alert so you can act before the job closes. You always know which jobs are eating your profit.
Catch budget overruns before jobs close and protect an average of $300-$500 per over-budget job.
Saves ~3 hrs/week
When your technician marks a job complete in your field service app, this workflow creates and sends an invoice in QuickBooks Online right away. You stop waiting until the end of the week to bill customers, so cash hits your account faster. No more jobs that slip through the billing cracks.
Cut your billing cycle from 3-5 days to same-day and save 4 hours/week on manual invoicing.
Saves ~4 hrs/week
This workflow checks your QuickBooks Online data for any customer with an invoice more than 30 days overdue, then creates a task in Todoist (a task management tool) for your team to review before accepting a new order from that customer. You stop extending credit to customers who already owe you money.
Reduce bad debt by catching overdue accounts before new orders start and save 2 hours/week on manual accounts receivable checks.
Saves ~2 hrs/week
This workflow pulls your income, expenses, and outstanding invoices from QuickBooks Online into Metabase (a business reporting tool) every day. You get a single screen that shows your real cash position so you can make smarter decisions about purchasing and payroll.
Save 5 hours/week on manual reporting and see your cash position updated every morning without lifting a finger.
Saves ~5 hrs/week
When a customer submits a new order through your online form, this workflow sends them a deposit request automatically using Wise for international customers or your payment processor for domestic ones. You stop chasing down upfront payments before you start production.
Collect deposits 4 days faster per order and eliminate 2 hours/week of manual payment follow-up.
Saves ~2 hrs/week
Every time you log a material purchase in QuickBooks Online, this workflow pulls that cost into a live dashboard so you can see exactly how much of each job's budget is spent. You catch cost overruns before they eat your margin, not after the job is done.
Spot budget overruns 2 weeks earlier and save 3 hours/week on manual cost reporting.
Saves ~3 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
