Workflow · Finance
Invoice issued → email it to the customer
Issuing an invoice sends it, so nobody forgets the second click.
2 steps · 1 apps- TriggerAn invoice was numbered and issuedInvoices
- 1ActionSend by emailInvoices
- DoneLogged in the run history
How it works
2 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.
- 1
Trigger · Invoices
An invoice was numbered and issued
The flow starts the moment this happens in Invoices — nobody needs to press a button.
- 2
Action · Invoices
Send by email
The issued invoice is emailed to the customer.
Apps it uses
- Invoices
To run it
- Modules switched on: Invoices
- Picking it in Era and looking it over once
Business setups that include this workflow
Similar templates
Start with Invoice issued → email it to the customer
Runs on your own Claude or ChatGPT subscription, or your API key.