checklist
Automation kickoff checklist
Step-by-step to inventory triggers, map Toolfy fields, and test Zapier and QuickBooks syncs without breaking billing.
Automation
Automation & Integrations
Connect Toolfy with Zapier, QuickBooks, and ChatGPT Apps so intakes, invoices, and status updates stay in sync without a developer.
Cash Flow & Payments•7 min•Toolfy Editorial•
Zapier + Toolfy invoicing workflows
Turn quotes, deposits, reminders, and Slack alerts into one Zapier-powered invoicing flow without waiting on engineering.
Cash Flow & Payments•8 min•Toolfy Editorial•
QuickBooks sync fixes when Toolfy payouts drift
Balance Stripe instant payouts, pay-by-bank receipts, and processing fees so QuickBooks stays in lockstep with Toolfy invoices.
Scheduling & Operations•7 min•Toolfy Editorial•
ChatGPT Apps + Toolfy job creation playbook
Walkthrough for letting office staff (or customers) create Toolfy jobs straight from ChatGPT conversations via the MCP integration.
Enablement pack
Connect Toolfy workflows without waiting on engineering
Zapier, QuickBooks, and ChatGPT Apps recipes that keep intakes, invoices, and payout status in sync.
Download automation checklist
brief
No-engineer integration brief
One-pager for leadership that outlines scope, required data, and measurable impact for each automation cluster.