Integration guides

Connect Workify to your existing tools and automate your billing workflow.

Automation

Make

Use Make's visual workflow builder to create multi-step invoice automations with Workify's REST API. More powerful than Zapier with a generous free tier.

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Zapier

beginner

Connect Workify to 6,000+ apps via Zapier. Automatically create invoices and clients when deals close, forms are submitted, or projects are marked complete.

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CRM

HubSpot

intermediate

Automatically generate Workify invoices the moment a HubSpot deal moves to Closed Won. No manual data entry, no missed invoices.

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Notion

intermediate

Many freelancers track clients and projects in Notion. Learn how to connect your Notion database to Workify so invoices are created automatically when a project status changes.

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Pipedrive

intermediate

Trigger Workify invoice creation the moment a Pipedrive deal is marked as Won. Eliminate double-entry and bill clients the same day you close.

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Twenty CRM

advanced

Twenty is the open-source CRM built for developers. Learn how to trigger Workify invoice creation directly from Twenty's webhook system when opportunities are won.

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Communication

Slack

beginner

Get real-time Slack alerts when invoices are viewed, paid, or overdue. Keep your team in the loop without checking the Workify dashboard constantly.

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