1.Accept incoming archive signal
Integrate Webhooks by Zapier and data mapping to accept the payload and route identifiers for archiving.
Move completed jobs and invoices into archived records
Automatically catch incoming archive signals across Webhooks by Zapier, Smartsheet, and Zapier Tables. Automatically create and update when archive signal arrives, job ids are completed, or invoice exports are readyβso you can archive rows, set archived flags, and store archive references without manual paperwork.
How this automation archives records reliably
When an external archive signal arrives, completed jobs and invoices can stay scattered in active sheets and systems. This automation validates statuses, moves Smartsheet rows, and updates Zapier Tables archived flags and referencesβso your team can retrieve records fast.
Webhooks by Zapieror swap with your favorite app
2.Loop through archive items
Integrate Looping by Zapier and payload parsing to iterate each job or invoice item for downstream actions.
Looping by Zapieror swap with your favorite app
3.Locate Jobs and invoice rows
Integrate Smartsheet and sheet lookup tools to find the Jobs sheet row and invoice report row by identifiers.
Smartsheetor swap with your favorite app
4.Allow only qualifying records
Integrate Filter by Zapier and conditional checks to continue only when configured statuses and sheet references match.
Filter by Zapieror swap with your favorite app
5.Apply a short processing delay
Integrate Delay by Zapier and queue controls to optionally pause qualifying items for consistency and batching.
Delay by Zapieror swap with your favorite app
6.Move rows to archive sheets
Integrate Smartsheet and archive workspaces to move located rows to configured archive sheet(s) for each item.
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