1.Detect status column updates
Integrate monday.com to detect updated status column values and capture changed invoice fields for archiving.
Move paid and cancelled invoices to archive group
Automatically monitor invoice status column updates across monday.com boards. Create and update archives when statuses qualify, placements match, or completed and cancelled states appearβso you can move items to archive, archive mirror references, and keep active boards clean without manual cleanup.
How this automation archives your invoice history
When invoice status changes need manual review, active boards can get cluttered and archiving gets inconsistent. This automation routes qualifying status updates to move original and mirrored invoice items into your archive groupβso your team can focus on active work.
monday.comor swap with your favorite app
2.Continue only for qualifying invoices
Integrate Filter by Zapier and monday.com field mappings to continue only for completed and cancelled invoice records.
Filter by Zapieror swap with your favorite app
3.Move direct invoice item
Integrate monday.com to move the direct invoice item into the configured archive group.
4.Fetch mirror reference column values
Integrate monday.com to get mirror reference column values that identify retained source item ids.
5.Lookup retained archive record
Integrate Zapier Tables and database lookup tools to find the retained archive ids by source item id.
Zapier Tablesor swap with your favorite app
6.Loop retained ids for archiving
Integrate Looping by Zapier and workflow iteration tools to loop the found retained ids for processing.
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