1.Monitor cards entering approval stage
Integrate Pipefy to detect cards moved into the configured approval stage and start the approval request workflow.
Send invoice approval requests to assigned approvers immediately
Automatically monitor cards moved into a configured approval stage across Pipefy. Notify assigned approvers across Slack and update approval decisions in Pipefyβso you can approve faster, reduce missed reviews, and keep invoice records current without manual follow-up.
How this automation accelerates invoice approvals
When invoice cards get stuck before the right approver sees them, approvals stall and downstream work waits. This automation monitors cards entering an approval stage and sends Slack requests and updates Pipefy decision fieldsβso your team can move faster.
Pipefyor swap with your favorite app
2.Gates cards by approval stage match
Integrate Filter by Zapier to continue only for cards where the mapped stage equals your configured approval stage.
Filter by Zapieror swap with your favorite app
3.Extracts invoice attachment image URL
Integrate Formatter by Zapier to extract a usable image or URL from the invoice attachment field for the request.
Formatter by Zapieror swap with your favorite app
4.Sends approval request with context
Integrate Slack to send an approval request to the mapped approver with invoice details and a confirm prompt.
Slackor swap with your favorite app
5.Routes decision to Pipefy approval fields
Integrate Paths by Zapier to branch approval responses and update the Pipefy card approval field for approved or declined outcomes.
Paths by Zapieror swap with your favorite app
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