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