Metabrain
MetaPipe
MetaHub
Pipedrive 
HubSpot 
Make & Integrations 
Company Brains (MCP) This project maintains the monthly billing and time reporting process. It keeps invoice details consistent between Pipedrive and Bexio and adjusts Clockodo reports when billing requirements change.
What was built
- Carry product descriptions from Pipedrive into Bexio invoices.
- Update billing for one time work and the time periods included in reports.
- Avoid creating monthly invoice records when the relevant process has no recorded hours.
- Check that Clockodo reports and invoices work together.
- Maintain invoice emails and adjust time report layouts.
Recently touched
- 2026-11-08 Update Clockodo steps in Make to new API version Open
- 2026-10-29 Rechnungsemail-Versand: Automation & Support Inquiries Done
- 2026-10-29 Study and understand the Embark Clockodo scenarios in Make Done
- 2026-10-01 Rechnungsemail-Versand Automation & Pipedrive/Clockodo Anfragen Done
- 2026-06-22 Forwarded: Weiterverrechnungs-Belege (re-billing receipts) Done
Other projects in this case study
Bexio Billing Automation
The team can prepare invoices from Pipedrive without copying client details into Bexio. Payments update the sales record automatically, and supplier bills stay linked to the client they belong to.
Read case studyClockodo Time Reports
New client work in Pipedrive creates matching Clockodo projects automatically. Recorded hours become monthly PDF reports that clients receive alongside their invoices.
Read case studyPipedrive Onboarding
The law firm manages new enquiries, active client work and billing in Pipedrive. Client and billing details are kept ready for the automatic setup of time tracking and invoices.
Read case study