Automated InvoiceBerry New Client Handoff
WebRun watches InvoiceBerry for first time clients who just paid their first invoice, logs them to Airtable, and creates a Notion task so your team sets up recurring billing before the next job.
How do I make sure new InvoiceBerry clients get moved to recurring billing?
WebRun checks InvoiceBerry each morning for clients paying their first invoice with you, logs them to an Airtable client tracker, and creates a Notion task so your team follows up about recurring billing. It targets only first time payers, so returning clients never generate a duplicate setup task.
- New clients get a recurring billing task the same day they first pay
- The Airtable client list stays current without manual entry
- Returning clients never create a duplicate setup task
Built for small agencies · freelancers · service businesses · account managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
invoiceberry.comin a real browser with your saved login - no setup, no API keys. -
1
InvoiceBerry - find first time clients just paid
invoiceberry.com
WebRun opens InvoiceBerry to find first time clients just paid. - Open InvoiceBerry and check invoices marked paid in the last 24 hours
- Identify which of those clients paid their first invoice with you
- Note the client's contact details and the amount paid
Done when Every first time client who paid in the last day is identified.
-
2
Airtable - log them to Airtable
airtable.com
WebRun opens Airtable to log them to Airtable. - Add each new paying client to the client tracker
- Record the first invoice date, amount, and contact details
- Mark them as a new client, not yet on recurring billing
Done when The Airtable client tracker includes every new payer.
-
3
Notion - create a Notion follow up task
notion.so
WebRun opens Notion to create a Notion follow up task. - Create a task on the client setup board for each new client
- Assign it to whoever owns recurring billing setup
- Link back to the Airtable record for details
Done when A follow up task exists for every new paying client.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it set up recurring billing automatically?
No. It only flags the client and creates the task. Turning on recurring billing in InvoiceBerry is still a decision your team makes.
How does it know a client is new?
It checks whether the invoice just paid is the first one on record for that client in InvoiceBerry.
Will returning clients trigger this too?
No. Only clients paying for the first time are logged and handed off, so your recurring client list doesn't get duplicate tasks.
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