Finance & Accounting Automation Workflows — Page 6 | Neura Market

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Finance & Accounting Workflows

Financial management and accounting

Delete all paid Stripe invoices from your database 2/2
In the first scenario the customers were added to a sheet when they have unpaid invoices. his scenario deletes them from the sheet once their invoices are paid in Stripe.
Make$3.99
TheHive Slack Bot for Case Management & Notifications
Automates TheHive case management directly in Slack, enabling SOC analysts to update assignees, severity, status, add tasks, and close cases without switching apps.
n8n$18.99
Send Custom Messages via Discord Bot
Simple n8n workflow to send messages to Discord channels using a webhook. Manually triggered for quick notifications or team alerts.
n8n$3.99

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Daily Zammad Open Tickets Summary to Zulip Standups

Automates daily fetch of Zammad tickets at 08:30, counts open/new/pending statuses, and posts summary to Zulip #customer-support-ticket for team standups.

Track Jura Coffee Machine Data via Webhook to Google Sheets

Automates logging of Jura E8 coffee machine usage data from IoT devices via webhook, timestamps entries, and appends to Google Sheets for real-time tracking and dashboards.

Supabase AI Agent Server with RAG & Multi-Tenant CRUD

Stateful AI agent workflow powered by Supabase and RAG for persistent memory, dynamic CRUD operations, and multi-tenant data isolation in AI applications.

Automatically Add Line Items to New Harvest Invoices

This workflow monitors new invoices in Harvest and automatically adds a specified line item to each invoice that meets the set criteria.

Automate Negative Invoice Creation in FreeFinance from Shopify Refunds

This workflow automates the creation of negative finalized invoices in FreeFinance whenever a refund is processed in Shopify. It ensures accurate financial records by synchronizing refund data with FreeFinance.

Delete a specified line item in a new invoice in Harvest

When a new invoice is created in Harvest and meets specified criteria, invoice line items are iterated and those lines which meet specified criteria are deleted.

Automate EET Data Integration into Fakturoid Invoices

Automatically integrate Electronic Sales Registration (EET) data into Fakturoid invoices to ensure compliance and streamline your invoicing process.

Send New Clockify Invoice to Notion Database

This workflow sends a new Clockify invoice to a Notion database of your choosing when a new invoice is created in Clockify. ## Prerequisites - Notion account and [Notion credentials](https://docs.n8n.io/integrations/builtin/credentials/notion/). - Clockify account. ## How it works 1. `On new invoice in Clockify` webhook node will trigger when a new invoice is created in Clockify. Setup is involved. 2. `Create database page` Notion node will create a database page with the information specified from the Clockify trigger. You can add additional fields if required by following the setup. ### Setup This workflow requires that you set up a webhook in Clockify. Follow the steps below to set up the webhook: 1. Create a Clockify webhook by going to the [webhooks section in Clockify](https://app.clockify.me/webhooks). 2. Create the webhook specifying the Invoice created event and paste in the URL provided from the `On new invoice in Clockify` webhook step. You will also have to set up a Notion database: 1. In Notion, create a new database. 2. Add the following columns to the database: - Invoice number (renamed from Name) - Issue date (with type Date) - Due date (with type Date) - Amount (with type Number) - Add any other fields you require to the database. 3. Share the database with n8n. 4. By default, the workflow will fill all the fields provided above, except for any other additional fields you add.

Automate Invoice Creation for Checked-Out Reservations in Apaleo

This workflow automates the process of generating invoices for checked-out reservations in Apaleo that have open folios without invoices.

Automate Invoice Creation in Fakturoid from Google Sheets Data

Streamline your invoicing process by automatically generating invoices in Fakturoid using data from Google Sheets. This workflow ensures that your billing is accurate and up-to-date.

Automate Stripe Invoice Reminders and Escalate Unpaid Invoices

Automatically send reminder emails for unpaid Stripe invoices and escalate cases with multiple defaults to management via Slack.

Create a new outgoing invoice to FreeFinance from a new order in Etsy

his template regularly checks for new orders in Etsy and uses the retrieved information to create new outgoing invoices in FreeFinance. he template is scheduled to run every 60 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module. his template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to the template creator: support@freefinance.at.

Automate iDoklad Invoice Creation for New Beds24 Bookings

Automatically generate and manage iDoklad invoices for new bookings made on Beds24, ensuring seamless financial tracking and customer management.

Automate KashFlow Invoice Creation for New Shopify Orders

Automatically generate invoices in KashFlow whenever a new order is placed in Shopify, streamlining your financial processes.

Create Moneybird sales invoices for new Shopify orders

Every time there is a new Shopify order created, Make will automatically check for contacts with the same name in Moneybird and create a new one if needed. hen a Moneybird sale invoice will be created.

Automate Invoice Creation in FreeFinance from WooCommerce Orders

This workflow automates the creation of outgoing invoices in FreeFinance based on new orders in WooCommerce, streamlining your financial processes.

Generate Monthly Invoices in Fakturoid from Harvest Time Entries

Automatically create a new invoice in Fakturoid by aggregating time entries from Harvest at the end of each month. This workflow is designed to run on the first day of every month.

Add a New Invoice from Ninox to Xero

Use this template to create new Invoices in your Xero accounting software which you already have stored in your Ninox database. You can use our emplate Ninox CRM available for Free from (https://www.arctecgroup.co.uk/ninox-templates)

Automate Emailing Invoice Links to Clients with Invoice Ninja

Automatically send an email containing a client portal link for each new invoice created in Invoice Ninja, ensuring clients have easy access to their invoices.

Automate Invoice Creation and Synchronization Between Harvest and Invoice Ninja

Automatically create a new invoice in Invoice Ninja from Harvest and update the invoice number in Harvest for seamless synchronization. This workflow is ideal for administrators and project managers using Harvest.

Generate QuickFile Invoices from New Google Calendar Events

Automatically create an invoice in QuickFile whenever a new event is added to your Google Calendar. Streamline your billing process by linking calendar events to invoicing.

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Related categories

Communication (2,463)AI (1,930)Business Operations & ERPs (1,540)Other (1,425)Productivity (1,202)Marketing (1,146)Data & Analytics (995)File & Document Management (802)CRM - Sales (605)Notifications (580)

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