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.
Connect Asana to Zapier and set the trigger to 'Task Completed' in your billing project
Connect QuickBooks Online to Zapier as the next step to create or send an invoice
Map the client name, project name, and amount from Asana to the QuickBooks invoice fields
Add a Gmail step to send the finalized invoice as an email attachment to the client
Test the full workflow by completing a test task and confirming the invoice email arrives
Create a free account to get the steps written out for your tools, click by click.
Create a free accountGet paid faster and spend less time on admin by automating invoice delivery at project close.
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