Finance & Accounting Automation Workflows — Page 13 | Neura Market

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Finance & Accounting Workflows

Financial management and accounting

YouTube to Viral Instagram Reels AI Automation
Transform YouTube videos into engaging Instagram Reels using AI for highlight extraction, editing, captions, and auto-posting. Ideal for content creators repurposing long-form content effortlessly.
n8n$24.99
Verify Keap/Infusionsoft Contact Addresses with Lob
Automates verification of mailing address deliverability for new contacts in Keap/Infusionsoft using Lob API via webhook trigger.
n8n$12.99
Automate Zoho Invoice Creation and Emailing from Etsy Receipts
Automatically generate and email Zoho invoices for each new Etsy shop receipt, ensuring seamless financial tracking and communication.
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Google Maps Leads: Apify Scraping, Airtable & Custom Emails

Automates Google Maps lead extraction (names, emails, phones) via Apify, organizes in Airtable, and sends personalized Gmail emails for efficient prospecting.

AI Content Generation & Auto-Posting for Auto Service Social Media

Automates AI-generated daily social media posts for auto service businesses, including research, text, images, and publishing to platforms.

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.

Auto-Generate Sales Meeting Briefs with GPT-4, LinkedIn & WhatsApp

Automates daily sales meeting briefs from Google Calendar events, enriches LinkedIn data, summarizes with GPT-4, and delivers via email & WhatsApp.

Automate Xero Invoice Creation from Zoho Invoice Data

Automatically create new contacts and invoices in Xero whenever a new invoice is generated in Zoho Invoice. This workflow streamlines your accounting process by ensuring data consistency across platforms.

BeyondPresence Real-Time Lead Scoring & Slack Alerts

Monitors BeyondPresence video agent conversations live, scores leads (0-100+) on buying signals, detects competitors, and sends urgent Slack alerts to prioritize hot opportunities instantly.

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.

Export PDF Invoices from SmartBill to Google Drive

Automates retrieval of invoice PDFs from SmartBill API, generates padded invoice numbers, and uploads them to a date-based folder in Google Drive.

Automatically Log QuickBooks Invoices to Google Sheets

Streamline your accounting process by automatically logging new or updated QuickBooks invoices into Google Sheets. This workflow ensures your financial data is organized and easily accessible.

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.

SmartLead Sheet Sync: Auto-Capture Leads to Airtable

Automates capturing form submissions via webhook, parses lead data, and syncs directly to Airtable—no manual entry or coding required.

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.

Auto-Duplicate & Rename Google File on Specific Calendar Events

Automatically duplicates and renames a Google Drive template file when a specific event is created in Google Calendar, using event details for the new name. Perfect for prepping interview notes or meeting docs instantly.

Create a New Card in Trello Manually

Simple workflow to manually trigger the creation of a new Trello card with predefined title and description. Ideal for quick task addition without complex setups.

Automated Work Attendance with Location Triggers

Automates work attendance tracking using iPhone location triggers to log check-in/out events via webhook to Google Sheets for effortless time recording.

Automate Stripe Refunds to QuickBooks Refund Receipts

Automatically create a QuickBooks refund receipt whenever a Stripe charge is refunded, streamlining your financial record-keeping.

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.

Automatically Log New Sage Invoices to Google Sheets

Effortlessly track and share your Sage Business Cloud Accounting invoices by automatically saving them to a Google Sheets spreadsheet. This workflow ensures that your team can access invoice data without needing to log into Sage.

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Communication (2,463)AI (1,929)Business Operations & ERPs (1,540)Other (1,425)Productivity (1,202)Marketing (1,145)Data & Analytics (995)File & Document Management (802)CRM - Sales (604)Notifications (580)

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