Workflow Automations

I’d love to see automations. The more integration the better. When I send a quote to a client, I’d love to have the system automatically create an invoice and send it upon client approval. Once the invoice is paid, automatically create a po. Or at least have this as an optional feature in settings. I’d also like to see the invoice options as a set feature (allow ach, cc, push fees, etc), as well as the ability to have it automatically bill a set amount (I do 70/30%).