Automate Your Invoice Workflow Effortlessly

For finance professionals, chasing down unpaid invoices or manually logging each transaction is time wasted. With this no-code automation, you can instantly streamline your entire invoicing process from creation to reminder. The moment a new invoice is added in QuickBooks, it triggers a smart sequence that sends an SMS reminder via D7 SMS, logs the invoice details in Google Sheets, and mirrors the invoice in Xero for transparent reporting. This automation ensures accuracy, consistency, and faster payments all without manual effort, so your team can focus on revenue, not reminders.

• QuickBooks Integration: Automatically detects new invoices, ensuring no client invoice slips through the cracks.
• D7 SMS Reminders: Sends real-time, personalized reminders, speeding up customer payments.
• Google Sheets Logging: Keeps a clean, cloud-based log of every invoice for instant reporting and audit readiness.
• Xero Syncing: Creates corresponding invoices in Xero, ensuring accounting alignment across platforms.
• No-Code Simplicity: Build and activate in minutes — no developer needed.

1. Trigger: A new invoice is created in QuickBooks.
2. Notify: D7 SMS sends an automated reminder to your client.
3. Record: Google Sheets logs all invoice details for easy tracking.
4. Sync: Xero creates a matching invoice entry to maintain consistency across accounts.

Finance managers at growing agencies use this workflow to ensure every invoice is followed up automatically, eliminating overdue payments and freeing the team to handle client strategy instead of admin tasks.

Accounting teams managing multiple ledgers deploy this automation to mirror invoices across QuickBooks and Xero while maintaining a cohesive, cloud-based record of every transaction in Google Sheets.