All automationsBilling automation templates
Turn closed deals, contracts and usage into accurate invoices, and never miss a renewal or billing milestone.
- Replaces Zapier
When a deal closesBilling
Invoice deals the moment they close
Turns each closed HubSpot deal into a draft QuickBooks invoice with the right customer, products, prices and terms.
5 stepsUse template → 
1st of the monthBilling
Raise recurring invoices from contracts
Reads active Salesforce contracts, works out what is due each period with uplifts and proration, and drafts invoices in NetSuite.
5 stepsUse template →
2nd of the monthBilling
Bill customers for usage each month
Reads monthly usage from Google Sheets, applies each pricing tier and drafts invoices in Xero with the usage breakdown attached.
5 stepsUse template →
Mondays at 9:00Billing
Alert the team before renewals and milestones
Watches Salesforce for upcoming renewals, uplifts and billing milestones, and alerts finance and account owners in Slack.
4 stepsUse template →
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