1.Receives new push trigger
Integrate Zapier Chrome extension and browser context to start processing job line item inputs from the push.
Create ERP journal entries from job line items
Automatically capture new Push job line item requests across Zapier Chrome extension and Zapier Tables. Create and update ERP journals when unsent line items appear or cost details change or ERP responses failβso you can post payloads, update sent flags, and email errors without manual posting.
How this automation accelerates your journal posting
When a new Push arrives from Zapier Chrome extension, manual journal setup can stall the close. This automation finds unsent job line items, builds ERP payloads, posts to the ERP endpoint, and updates records or emails errorsβso your team can post journals consistently.
Zapier Chrome extensionor swap with your favorite app
2.Finds unsent job line items
Integrate Zapier Tables and data lookup tools to search your table for unsent job line items and staged fields.
Zapier Tablesor swap with your favorite app
3.Loops values for each line
Integrate Looping by Zapier and mapping tools to iterate each job line item and prepare per line inputs.
Looping by Zapieror swap with your favorite app
4.Builds ERP payload output
Integrate Code by Zapier and formatting tools to compute COGS and generate the XML or SOAP request body.
Code by Zapieror swap with your favorite app
5.Posts payload to ERP endpoint
Integrate Webhooks by Zapier and SOAP API connectors to send the custom POST with auth and capture the raw response.
Webhooks by Zapieror swap with your favorite app
6.Updates sent flag on success
Integrate Zapier Tables and record update workflows to set the sent flag and clear staging fields after a successful ERP response.
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Accelerate month-end accuracy with automated entry creation, approval routing, and record updates
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Step 1
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Define the trigger
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