ActionAgencyHandyUpdated May 2026

How do I generate an invoice in AgencyHandy?

Short answer: Drop the "AgencyHandy → Create Invoice" action anywhere in your workflow, map the inputs from upstream nodes, and publish.

Use this action All 27 AgencyHandy actions

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

Field	Type	Required	Description
Client ID clientId	string	Required	Client ID
Amount amount	string	Required	Amount
Due Date dueDate	datetime	Optional	Due Date. (date/time)
Notes notes	string	Optional	Notes

Sample request

{
  "clientId": "{{trigger.clientId}}",
  "amount": "{{trigger.amount}}",
  "dueDate": "{{trigger.dueDate}}",
  "notes": "{{trigger.notes}}"
}

Returns

{
  "_id": "inv123",
  "amount": 5000,
  "status": "draft"
}

Use these fields in downstream nodes for routing, logging, or error handling.

Triggered by

Apps that pair well as the trigger for Create Invoice.

Any of these apps can fire this action as part of a workflow.

Google Sheets → AgencyHandy

2 Google Sheets triggers

HubSpot → AgencyHandy

18 HubSpot triggers

FAQ

Questions about Create Invoice.

What does the Create Invoice action do in AgencyHandy?

Creates a draft invoice for a client with line items, taxes, and due date. Optionally auto-send the invoice email via the send_email flag. The standard hook for "project complete → auto-bill the agreed amount" workflows; for recurring retainers, schedule this on a monthly cron instead.

What inputs does Create Invoice require?

Required: Client ID, Amount. Every input accepts a static value or a variable from any upstream node in your workflow.

Can I use dynamic inputs from earlier workflow nodes?

Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.

What happens if AgencyHandy returns an error?

The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.

Does Create Invoice support batch operations?

Yes. Run Create Invoice inside a Loop node to process arrays. Tiny Command handles AgencyHandy's rate limits automatically so you don't have to throttle manually.

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