Automations for freelance and agency admin

Swishr Desk automations follow a simple when-this-happens-do-that rule. You choose a trigger such as an invoice paid, an invoice overdue, a quotation accepted, a new client, a booked meeting, a completed project or a completed task, add optional conditions, and pick one or more actions: email the client, email you, email a specific address, send an in-app alert or add a note to the client timeline. Actions support merge fields like the invoice number, total and client name, and every run is logged. Automations are available on every plan, including Free.

What you get

Triggers: invoice paid, invoice overdue, quotation accepted, new client, meeting booked, project completed, task completed
Actions: email the client, email you, email a specific address, in-app alert, timeline note
Conditions such as equals, contains and greater-than, so a rule only fires when it should
Merge fields for the invoice number, total, currency and client name
Every run is logged so you can see what fired and when

Plans

Free: $0 · Starter: $15/month ($9/month billed annually) · Business: $39/month ($23/month billed annually) · Pro: $79/month ($47/month billed annually)

Frequently asked questions

Which plans include automations?

Automations are available on every plan, including Free. They build on the documents, invoices and bookings your workspace already has, so the value grows with how much you run through Swishr Desk.

How much does Swishr Desk cost?

The Free plan costs $0 and includes 3 documents a month, 3 clients, AI generation and e-signatures. Starter is $15/month ($9/month billed annually). Business is $39/month ($23/month annually). Pro is $79/month ($47/month annually).

Is there a free plan?

Yes. The Free plan is free forever and needs no credit card. It covers 3 documents per month, 3 clients, 5 AI generations, 3 e-signatures and 1 brand profile.

Written and maintained by Swishr Desk team. Last updated 2026-10-20.