Product Overview
Endless possibilities to put your business on autopilot
New Expense
Triggers when a new Expense is createdNew Bill
Triggers when a new Bill is created in ExpensesNew Bill Payment
Triggers when a Payment is made for existing BillsNew Customer
Triggers when a customer is createdNew Journal Entry
Triggers when a new Journal Entry is createdNew Payment
Triggers when a payment is receivedNew Purchase Order
Triggers when a new Purchase Order is createdNew Account
Triggers when you add a new AccountEstimate Updated
Triggers when an existing Estimate gets UpdatedNew Expense Line Item
Triggers when there is a new Expense, for each line item. If there is an Expense with 5 line items, the Bot will run 5 times, each time with details of one line item.New Invoice
Triggers when you add a new InvoiceNew Invoice Line Item
Triggers when there is a new Invoice, for each line item. If there is an invoice with 5 line items, the Bot will run 5 times, each time with details of one line item.New Product or Service
Triggers when you add a new Product or ServiceNew Sales Receipt
Triggers when you add a new Sales ReceiptInvoice Updated
Triggers when an existing Invoice gets UpdatedNew Credit Memo
Triggers when you add a new Credit MemoNew Estimate
Triggers when a Estimate is addedBill Due
Triggers when a Bill is nearing/past Due date by a specified number of days.Invoice Due
Triggers when an Invoice is nearing/past Due date by a specified number of days.Modified Customer
Triggers when a customer data is modifiedNew Vendor
Triggers when a Vendor is addedAdd or Update a Customer
Creates a customer, updates existing one based on Display nameAdd an Invoice
Creates an invoice for a customerAdd a Sales Receipt
Creates a sales invoice for a customerAdd a Payment
Creates a Payment for a CustomerAdd a Vendor
Creates a new VendorAdd an Expense (item based)
Add an expenseAdd an Expense (account based)
Add an expense (account line support)Add a Credit Memo
Add a Credit MemoAdd a Product or Service
Creates a new Product/ServiceAdd a Journal Entry
Add a Journal EntryAdd Line Item To Invoice
add a new line item to an existing invoiceAdd Line Item To Sales Receipt
Add a new Line Item to an existing Sales ReceiptAdd Note
Add Note to a ResourceAdd a Bill
Add a bill to a vendorAdd a Purchase Order
Add a Purchase OrderAdd a Refund Receipt
Adds a Refund ReceiptAdd a Cheque
Add a ChequeAdd Time Activity
Add Time ActivityAdd an Estimate
Add an EstimateUpdate an Estimate
Updates an existing Estimate using Estimate IDSearch Bill
Searches for Bill based on Name or Id.Search a Customer
Searches for a Customer based on Name or Email or IDUpdate Bill
Updates an existing BillSend a Sales Receipt
Send a Sales Receipt to a specified emailSearch a Product or Service
Searches for products/service based on name. Use this to dynamically add line items to Invoice/Bill/Expense.Search a Sales Receipt
Search Sales Receipt based on Number or IDSearch Vendor
Searches for a Vendor based on Name, Email or IdSend Invoice
Send an invoice to a specified emailUpdate an Invoice
Updates an existing Invoice using Invoice IDSearch Invoice
Searches for a Invoice based on Invoice Number or IDSearch Estimate
Searches for a Estimate based on Estimate Number or IDSearch Account
Searches for a Account based on Account Number or Name (Chart of Accounts)CRM
QuickBooks Online
Run workflows spanning across your CRM, QuickBooks Online and Email apps. Trigger workflows automatically when things happen in any of the apps.
Try NowiPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
No coding. Easy to use drag and drop interface designed keeping non-technical users in mind.
Used by 30,000+ organizations from 93 countries, from small businesses to Fortune 500.
Runs on secure HTTPS and all sensitive data is stored using powerful encryption format.
“
The drag-and-drop interface makes setting up bots very easy. I was able to integrate the CRM I created in Airtable with Acuity Scheduling, Square, and Google Contacts. Now I don't have to quadruple-enter new clients. Yay! Kate, Founder
“
Their team is always responsive whenever I have any issues and answer usually right away or within a couple of hours. Whether it’s live chat or via video call, they always try to answer all of my questions and even go in to troubleshoot for me which saves so much time and energy. I have never seen customer support this responsive and helpful! Mia, Small Business Founder
Say goodbye to those busy days.
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