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Adding automations to an invoice
Adding automations to an invoice
Erica Rosas avatar
Written by Erica Rosas
Updated over a week ago

You can easily add automations to your invoice to help streamline your workflow.

Check out this short video to get started, or learn more down below.

To add an automation to your invoice, click the 'New automation' button when creating your invoice.

Next, select the event that will trigger your automation to start.

Then, select and set up the action that will be sent when your automation is triggered.

Looking for more automation? Check out the Zapier integration πŸ’Ž to take your automations to the next level.

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