Integrate SmartBill with Zapier
From CRM’s to ERP’s and messaging apps, we help you connect and automate more then 6000 applications with SmartBill cloud invoicing software.
Our offering
How to automate invoices with SmartBill and Zapier
SmartBill has made it easy and accessible for businesses of any size to send and track professional invoices to clients.
Creating each invoice manually is a tedious job. You and your team likely have more important work. Plus, if it slips your mind, you run the risk of not getting paid on time. Streamline the process of creating and sending invoices by adding automation to the mix.
We created a Zapier integration that helps you connect with more then 6000 apps and automate every step of your customer journey.
Book a call with us to discuss how we can add this integration to your workflow and automate your financial operations.
Integration Actions and Triggers
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Create an invoice
There are dozens of options to choose from when creating an invoice. -
Add a payment link
Create a payment link automatically through our integration or add an external custom payment link. -
Cancel invoice
Cancel any invoice that has been issued in the past without deleting it from the database. -
Delete invoice
This method allows the deletion of the last invoice that was issued from the database. -
Reverse invoice
You can reverse any invoice that is active and has been issued in the past. -
Restore invoice
Method for restoring any invoice from the system that was cancelled in the past. -
Create payment collection
This method is used to issue receipts and attach them to any active invoice. -
Delete payment collection
This method allows the deletion of the last collection that was issued from the database. -
Get product stocks and warehouse data
The method returns the name, code, unit of measurement and the quantity in stock as well as management information.
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Send document through email
Send the invoice or proforma by email as an attachment. You can even add a payment link if you want. -
Create an estimate
The method allows issuing proforma invoices and can be used later for invoicing. -
Cancel estimate
Cancel any proforma that has been issued in the past without deleting it from the database. -
Delete estimate
Delete any proforma from the database that has been issued in the past. -
Restore estimate
You can restore any proforma that was cancelled and has been issued in the past. -
Get the payment status
Check if an invoice has been paid by your customer. You can take certain actions based on this status. -
Get estimate status
This method will respond with a list of invoices that were created from that proforma. -
Query document series
The method is used to find out information about the next number in that series. -
Query VAT rates
The method is used to find information about the VAT rates defined for a company, without having to access the Cloud account.
Use cases
Why should you automate your invoices?
Save hours every week by removing manual tasks and adding automations to the mix. We deliver an error free, scalable solution that can streamline your financial operations.
Based on our experience, we crafted a few examples to outline the power of autonomous invoicing.
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CRM:
Invoice each client based on labels or client status of the customer journey. -
SaaS:
Is it time to invoice the client with a particular sum? No problem. You ca trigger from your SaaS a custom event and SmartBill will take care of the rest. -
Sales:
Your first invoice can be sent by email or chat immediately with a payment link. All of these triggered from a sales pipeline when the client status is "Closed". -
Project Management:
Customers are invoiced automatically when a new phase has started. You can even invoice on each sprint start if you want.
Popular tools to integrate with SmartBill
FAQ
What is the Smartbill and Zapier integration?
Do I need a Zapier account?
Yes, you will need a Zapier account. If you don’t have one we will help you create one, set it up and transform all of your manual processes into efficient workflows.
How do I add a SmartBill integration?
The integration is made by us and it is private. We will send you an invitation through Zapier to connect the SmartBill integration to your account.
What apps can I connect to with this integration?
Zapier let’s you connect with more then 6000 applications. We usually see clients connect with CRM’s, inventory management systems and project management tools.
Can I automate invoice creation with this integration?
Absolutely! You can set triggers in other applications to automatically generate invoices in SmartBill with all the details you want.
Is my data secure when using SmartBill with Zapier?
Yes, both SmartBill and Zapier are storing user data in the cloud and are prioritizing security, ensuring your invoicing information remains protected.
Can I set up recurring invoices and payments?
Yes, by setting specific actions, you can automate the creation and sending of recurring invoices. You can also create automatically a payment link.
Do you offer support for the integration?
We offer 100% support for Zapier and SmartBill integration. We monitor all of your triggers and actions ensuring uptime and a bug free implementation.
What are the costs of integrating SmartBill and Zapier?
While Smartbill and Zapier have their own pricing, our first discovery meeting will determine the cost of the implementation and support.
Can I sync customer data between other apps?
If you stay compliant with your regional laws, the integration allows for seamless data syncing, ensuring consistent customer information across platforms.
How will the integration help reduce manual errors in invoicing?
By automating your day to day tasks, the integration minimizes manual data entry, thereby reducing the potential for human errors in the invoicing process.
Can I cancel or modify the integration if needed?
We will handle any change request you may need from the integration. Also, you can disconnect the integration from your Zapier dashboard at any time.
