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CRM → Invoice
New contact in HubSpot, Pipedrive, or Airtable automatically creates invoice draft. Save 5 min/client
✍️
Contract → Invoice
Client signs in DocuSign or HelloSign? Trigger automatic invoice with payment terms. Save 10 min/project
✅
Project → Invoice
Mark project complete in Asana or Trello, generate invoice with all details. Save 15 min/project
📝
Form → Invoice
Client fills Google Form, automatically create custom invoice with selected services. Save 8 min/order
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Payment → Update
Stripe processes payment? Mark invoice paid in Magic Heidi automatically. Save 3 min/payment
📧
Email → Expense
Forward receipt emails to special address, create expense entries automatically. Save 2 min/expense
📅
Calendar → Invoice
Client meeting ends in Google Calendar? Log time and add to next invoice. Save 5 min/meeting
🛒
Shopify → Invoice
Customer places order? Create compliant Swiss invoice instantly. Save 4 min/order
🔄
Recurring Invoices
Automatically create and send monthly retainer invoices. Set it and forget it. Save 20 min/month
⏰
Payment Reminders
Send automatic reminders when invoices pass due date. Never chase payments manually. Save 10 min/overdue