How to Automate Invoicing with Zapier and Workify

What You'll Build

A Zapier workflow (Zap) that automatically creates a Workify invoice whenever a trigger fires in another app — for example, when a project is marked complete in Asana, when a client pays a deposit in Stripe, or when a row is added to a Google Sheet.

What You'll Need

• A Workify Pro account (API access is a Pro feature)
• A Zapier account (free tier works for basic Zaps)
• Your Workify API key — find it under Settings → API Keys
• The org_id of your organisation — shown in Settings

Step 1: Generate a Workify API Key

1. In Workify, go to Settings → API Keys
2. Click Create API key, give it a name (e.g. "Zapier"), and select the scopes you need — at minimum invoices:write and clients:read
3. Copy the key immediately — it starts with wfy_ and won't be shown again

Step 2: Create a New Zap in Zapier

In Zapier, click Create Zap and choose your trigger app. Common triggers include:

• Google Forms — new form submission
• Typeform — new response
• Asana / Trello — task marked complete
• Stripe — payment received
• Google Sheets — new row added

Configure the trigger with your credentials and test it to confirm Zapier can read the data.

Step 3: Add a Workify Action via Webhooks

Since Workify uses a REST API, use Zapier's built-in Webhooks by Zapier action:

1. Click + to add an action step
2. Search for Webhooks by Zapier and select POST
3. Set the URL to:

   https://getworkify.app/api/v1/invoices
   

4. Set Payload Type to JSON
5. Under Headers, add:

   Authorization: Bearer wfy_your_api_key_here
   

Step 4: Map Your Invoice Data

In the Data section of the Webhooks action, map fields from your trigger to the Workify invoice payload:

{
  "org_id": "your-org-id",
  "client_id": "client-uuid-from-workify",
  "currency": "USD",
  "line_items": [
    {
      "description": "Web design project",
      "quantity": 1,
      "unit_price": 1500
    }
  ],
  "due_date": "2026-05-20"
}

If you need to look up a client ID dynamically, add a preceding Webhooks GET step to GET /api/v1/clients?email=client@example.com and map the returned id into the invoice payload.

Step 5: Test and Activate

Click Test step in Zapier to fire a test request. Check your Workify dashboard — a draft invoice should appear. Once confirmed, turn the Zap on.

Common Zap Recipes

Tips

• Use Zapier's Filter step to only run the Zap for specific conditions (e.g. only when a deal stage equals "Won")
• Add a Delay step if you want invoices created a few days after the trigger
• Use Zapier's Formatter to calculate due dates dynamically (e.g. trigger date + 30 days)
• Store your API key in Zapier's Storage for easy reuse across multiple Zaps