ActionAgencyHandyUpdated September 2026
How do I generate an invoice in AgencyHandy?
Short answer: You can create invoice in AgencyHandy by hand from its own interface, but it won’t repeat itself. On TinyCommand, add the AgencyHandy Create Invoice action to a workflow, map its 4 inputs from any upstream app, and it runs automatically every time the trigger fires. No code, and a free tier to start.
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.
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 run history shows the failed step with its input and the error message AgencyHandy returned, so you can fix the input and run the workflow again. Automatic retries are built into HTTP steps only, where you can also set your own retry count and delay.
Does Create Invoice support batch operations?
Run Create Invoice inside a loop to process each item in an array. TinyCommand does not throttle calls for you, so for large arrays add a Delay step if you need to stay within AgencyHandy's rate limits.
More actions
Other AgencyHandy actions.
Action
Assign Task to Team Member
Sets or changes the assignee on a specific task. The team member gets a notification per their AgencyHandy preferences. Useful for round-robin distribution workflows or "auto-assign to whoever owns this client account" routing logic.
ActionComplete Task
Transitions a task to the completed state, which fires the Task Completed trigger downstream. Useful for cascading workflows that auto-close tasks based on external signal (e.g., CI build green → mark deployment task done).
ActionCreate Client Group
Groups bundle multiple client contacts under one company-level entity for shared billing, portal access, and project organisation. Use when onboarding a new client company whose contacts will all share access to the same projects and invoices.
ActionCreate Lead
Captures a prospect at the top of the funnel — before they've become a paying client. Useful as the receiver for marketing-website form submissions; AgencyHandy's pipeline then tracks them through proposal → client conversion.
ActionCreate Order
Provisions a new order with services, line items, client reference, and pricing. Skips the client-facing storefront step — useful when a sales call closes by phone or email and you want to log the order rather than send a proposal.
ActionCreate Subtask
Nests a subtask under a parent task. Useful for breaking down complex tasks into smaller checklist items, with each subtask separately assignable and trackable. Parent task can't complete until all subtasks finish (configurable per-account).