Does Kwill have an automation template library?

No. Kwill includes toggle-based automations and a custom rule builder — built-in automations, ready to switch on. There is not a public marketplace of third-party workflow templates.

Can I connect automations to Zapier, Make, or an API?

Zapier, Make, and a public API are coming soon. Today, the supported automation integration is Stripe invoice-paid webhooks inside Kwill.

What is the difference between toggles and custom rules?

Toggle-based automations are built-in configurations you can turn on or off. The custom rule builder lets you create a trigger → rule → action workflow for a supported event.

Can an automation run when an invoice is paid?

Yes. When Stripe confirms an invoice is paid, that webhook can trigger the custom rule you configured for the event.

Workflow automation

Automate the workflows that keep your client business moving.

Build event-based rules for proposal signing, project stage changes, and Stripe invoice payments, business automation software inside the client workflow you already run.

Start for free See the workflow builder

Automation use cases

Events that already happen in your client workflow.

Custom rules can run when a proposal is signed, a project stage changes, or Stripe confirms an invoice is paid.

Trigger →
Rule → Action

Step 1

Trigger fires

Step 2

Rule evaluates

Step 3

Action runs

Build workflows around events in your client-management process — without rebuilding the same follow-up by hand.

Proposal
Signed

When a client signs a proposal, the custom rule you configured runs its follow-up action automatically.

Stripe WebhookJust now

Invoice Paid

INV-2026-104 — $6,200.00 paid via Stripe Card (**** 4242)

Automation Status Thank-you email sent

Use Cases

4 Core Automations

Proposal Follow-ups

Project-stage Workflows

Invoice-payment Workflows

Repetitive Admin Tasks

Custom Rule Builder

Build custom rules or use toggle-based automations that decide when to run.

Connected Events

Built for the Work Service Businesses Repeat

Automations sit inside your client workflow — proposals, projects, and payments — so admin follow-through happens when the event does.

Proposal Signed

Stage Changed

Invoice Paid

Contract Sent

File Uploaded

Client Onboarded

Proposal Signed

Stage Changed

Invoice Paid

Contract Sent

File Uploaded

Client Onboarded

Automatic Execution

Kwill executes the configured action automatically when the trigger and rule match.

Automation configurations

Built-in automations, ready to switch on.

Kwill does not ship a public gallery of third-party workflow templates. What you can use today is toggle-based automations plus custom rules for supported events.

Built-in Automations

Active

Draft invoice on signed proposalProposal

Creates draft invoice ready for review

Send client welcome & portal linkClient

Dispatches onboarding email instantly

Send reminder at 3 days overdueInvoices

Gentle automated follow-up notice

Instant zero-setup togglesReady out of the box

Toggle-based automations

Turn built-in automations on or off. These are ready configurations — not a downloadable template marketplace.

Rule Builder Flow

WHEN

Proposal signed

Proposal event

AND IF: Condition: amount > $2,000

THEN

Send onboarding email + client portal

Auto-run

Supported triggers cycle:1 of 3: Proposal signed

Custom automation rules

Build custom rules in the builder: pick a supported trigger — proposal signed, project stage changed, or Stripe invoice-paid webhooks — define your rule, and set the action that should run.

Workflow builder

Connect a trigger, set the rule, and run the action.

Use a built-in toggle or the custom rule builder. Automations sit in the same client workflow. You do not need a separate automation product.

usekwill.com/automations

Product Demo

Automations

What Kwill does for you automatically — the built-in actions, plus any rules you build.

Workflow Automations

Actions Kwill runs for you when something happens. Changes save as you switch them, and take effect on the very next event — nothing already in flight is re-run or undone.

Draft an invoice when a proposal is signed

The moment a client accepts, Kwill creates a draft invoice for the agreed work — including any optional add-ons they ticked — due in 30 days. It stays a draft until you review and send it, so nothing reaches the client automatically.

Send welcome email when proposal is signed

Fires a warm "let's get started" email to the client the moment they sign. Links them to their portal.

Email me when a client signs a contract

Sends you the countersigned contract and its PDF as soon as the client adds their signature. Your client always gets their own copy, whether this is on or off.

Send a reminder when an invoice is 3 days overdue

Emails the client a polite nudge 3 days after the due date passes. Runs once per invoice — switching this off stops reminders for invoices that are already late.

Send firm reminder — 7 days overdue

Sends a firmer follow-up at 7 days overdue. Runs once per invoice, after the 3-day reminder.

Notify me when a client uploads a file

Sends you an email whenever a client adds a file to a project.

Notify me when a service request is submitted

Sends you an email whenever a client submits a change order, new task, bug report, or question.

Notify client when project stage changes

Fires an email to the client whenever you move a project to a new active stage.

Your rules

Build your own — when something happens in your workspace, Kwill does something about it.

You haven't built any of your own yet. Pick a trigger — a proposal signed, an invoice paid — and tell Kwill what to do next.

Integrations

Stripe can fire a paid-invoice rule. Zapier, Make, and public API are coming soon.

Workflow automation in Kwill is event-based inside the product. Direct connections for Zapier, Make, and a public API are coming soon.

Supported for automations

Stripe
Invoice-paid webhooks can trigger a custom automation rule when a client payment is confirmed.

Coming soon

Zapier
Make
Public API connectors

Direct connectors for Zapier, Make, and a public API are currently in development.

FAQ

Workflow automation questions

Triggers, configurations, and Stripe invoice-paid webhooks.

Instant FAQ Assistant

Answers from our help docs

What is workflow automation for service businesses?

Workflow automation is software that runs a follow-up action when a client-business event happens — so you do not have to remember the same admin step every time. In Kwill, that means rules around proposals, project stages, and invoice payments.

What events can trigger a Kwill automation?

Custom automation rules can fire from a proposal being signed, a project stage changing, and a Stripe invoice-paid webhook.

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Automate the workflows that keep your client business moving.

Events that already happen in your client workflow.

Trigger →
Rule → Action

Proposal
Signed

Invoice Paid

4 Core Automations

Custom Rule Builder

Built for the Work Service Businesses Repeat

Automatic Execution

Built-in automations, ready to switch on.

Toggle-based automations

Custom automation rules

Connect a trigger, set the rule, and run the action.

Automations

Workflow Automations

Your rules

Stripe can fire a paid-invoice rule. Zapier, Make, and public API are coming soon.

Workflow automation questions

Look like an agency of ten, even if you're a team of one.

Automate the workflows that keep your client business moving.

Events that already happen in your client workflow.Events that already happen in your client workflow.

Trigger →Rule → Action

ProposalSigned

Invoice Paid

4 Core Automations

Custom Rule Builder

Built for the Work Service Businesses Repeat

Automatic Execution

Built-in automations, ready to switch on.

Toggle-based automations

Custom automation rules

Connect a trigger, set the rule, and run the action.

Stripe can fire a paid-invoice rule. Zapier, Make, and public API are coming soon.

Workflow automation questions

Look like an agency of ten, even if you're a team of one.

Events that already happen in your client workflow.

Trigger →
Rule → Action

Proposal
Signed