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Google Sheets + Gmail: invoices chased for you
Track invoices in Google Sheets and send reminders via Gmail. Escalate overdue accounts with Slack…
Payment Processing & Reconciliation Workflows
Browse 159 Payment Processing & Reconciliation automation workflows
n8n
Gmail + Google Drive invoices, sent and filed
Create branded PDF invoices, email via Gmail, and archive to Google Drive. Reduce errors and…
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OpenAI to Gmail, client proposals sent instantly
Turn call notes into polished proposals with OpenAI, then send via Gmail with a share…
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Google Sheets + OpenAI: cleaner invoice matching
Match invoices to bank transactions in Google Sheets with OpenAI. Flag mismatches and maybes automatically.…
n8n
Google Sheets to SinergiaCRM, clean donor records
Send Google Sheets donor rows into SinergiaCRM without re-entry. Reduce duplicates with NIF matching and…
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Xero meets FileMaker for always current invoices
Sync Xero invoices, payments, and contacts into FileMaker as changes happen. No reexports or data…
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Stripe to HubSpot, total spend always on contacts
Sync Stripe charges into HubSpot as a single total spend field per contact. Segment and…
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Shopify to Google Drive, invoices filed and sent
Turn paid Shopify orders into branded PDF invoices, emailed via Gmail and saved to Google…
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Stripe to QuickBooks, Sales Receipts logged clean
Stripe payments create QuickBooks Sales Receipts with clean customer matching. No retyping or duplicates. Books…
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Gmail to Google Sheets, invoices logged and filed
Invoice emails in Gmail get saved as PDFs in Google Drive and logged to Google…
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