1.Detect approved status updates
Integrate monday.com and document workflow tools to detect updated column values for invoice approval status, to continue the approval flow.
Stamp approved maintenance invoices and save stamped PDFs
Automatically monitor invoice approval status changes across monday.com and route stamped PDF updates through Google Drive and PDF4me. Create and update stamped attachments when approved status is set, invoice status changes, or approver info is updatedβso you can attach stamped PDFs, archive stamped copies, and record approval timestamps without manual file chasing.
How this automation stamps and archives approved invoices
When invoice approvals happen in monday.com but stamped files stay scattered, delays can stall billing. This automation filters for approved status, stamps the source PDF, uploads the stamped PDF back to the record, and archives itβso your team can close approvals faster.
monday.comor swap with your favorite app
2.Pass only approved records
Integrate Filter by Zapier and workflow rules to evaluate the updated record, to continue only when status equals approved.
Filter by Zapieror swap with your favorite app
3.Find the source invoice PDF
Integrate Google Drive and file search tools to locate the incoming PDF, to match by invoice reference or item ID.
Google Driveor swap with your favorite app
4.Stamp the PDF with approval info
Integrate PDF4me and stamping tools to TextStamp the file, to apply approver name and invoice reference to all pages.
PDF4meor swap with your favorite app
5.Attach stamped PDF to the record
Integrate monday.com and attachment workflows to upload the stamped PDF, to add a stamped file URL and approval note or timestamp.
6.Archive the stamped PDF copy
Integrate Google Drive and retention storage tools to save or copy the stamped PDF, to archive it for long-term retention.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Gmail, Filter by Zapier, Formatter by Zapier, NotionSwap with your favorite apps.
Add client proof emails to job pages for quick review
Your proof approval emails arrive in a busy inbox and go untracked, leaving production and billing without the job context for mail runs. They're appended to the job page so teams can review and act same day.
- Apps: Proof, Bitly, HubSpot, Kudosity, Zapier TablesSwap with your favorite apps.
Add proof recipients to approval list and notify
Your proof deliveries often lack recorded recipients and alerts, causing approval delays and production hold-ups. Capture recipients, send a short approval link, and log the engagement same day.
- Apps: Dropbox, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add voucher approvals from cloud files to approvals sheet
Your voucher CSV files sit unprocessed in cloud storage, causing missed approvals and manual entry for membership staff. The tracker stays current so coordinators can process approvals same day.
- Apps: Webhooks by Zapier, Zapier TablesSwap with your favorite apps.
Apply suggested article edits when approval webhook arrives
Your suggested edits arrive approved but require manual updates to article records, delaying publication and creating version confusion. Keep records current so content managers can publish on schedule.
- Apps: Zapier Tables, Filter by Zapier, Sub-Zap by ZapierSwap with your favorite apps.
Approve billing statement and start approval workflow now
Your billing statements await manual approval, stalling invoice finalization. Capture approvals and start post-approval tasks automatically so invoicing proceeds before the next billing run.
- Apps: Zapier Tables, Filter by Zapier, Looping by Zapier, Delay by ZapierSwap with your favorite apps.
Approve related proof records when sheet status completes
Your proof queue stalls when sheet status changes aren't propagated, delaying campaign approvals. It flags and approves linked proof records so production can finish same day.
- Apps: Zapier Tables, Filter by ZapierSwap with your favorite apps.
Approve statements and add governance timestamp to records
Organizational statements often lack a verified approval timestamp after manual review, slowing governance checks. It logs approval status and a timestamp so data stewards have an audit-ready trail same day.
- Apps: Secureframe, Vitally, Filter by ZapierSwap with your favorite apps.
Approve trust center requests and waive document checks
Your trust center requests lack document status or owner, stalling security sign-off and onboarding. Automatically approve or waive low-risk checks so compliance and IT clear requests same day.
- Apps: Dropbox, Formatter by Zapier, Google Sheets, Zapier Tables, Sub-Zap by ZapierSwap with your favorite apps.
Attach new team photos to event records for approvals
Your event photos land in a shared folder without team context or approval status, slowing final delivery. It attaches photos to matching event records and flags them for same-day review.
- Apps: PandaDoc, Google Drive, Google Sheets, ClickUp, SlackSwap with your favorite apps.
Attach signed agreement PDFs and update project records
Your content creator contracts sit unlinked to project tasks and tracking sheets, delaying handoffs and creator onboarding. Signed PDFs are attached and records updated so teams can proceed same day.
- Apps: Airtable, Delay by Zapier, Sub-Zap by ZapierSwap with your favorite apps.
Create and attach approval PDFs to approved requests
Your approved requests lack finalized paperwork, delaying legal signoff and finance handoff. Produce and attach formatted approval documents so contract managers can act same day.
- Apps: Sub-Zap by Zapier, Gamma, Zapier Functions, Human in the Loop, Google Drive, SalesforceSwap with your favorite apps.
Create and attach mediation presentation to opportunity record
Your mediation requests arrive as CSVs with no linked Opportunity, forcing manual file prep and losing client context. It creates and attaches a review-ready presentation so teams can respond same day.
- View all
Explore all document approval workflows automations
Speed up document approvals with automated routing, approval reminders, and record updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.