1.Detect record button click
Integrate Zapier Tables to detect credit approval button clicks and trigger downstream invoice file actions.
Archive approved credit invoice and add ledger entries
Automatically detect credit approval button clicks across Zapier Tables and invoice files in Google Drive. Create and update records when invoices are approved, archived, and confirmedβso you can archive files, log audit rows, and update statuses without manual reconciliation.
How this automation preserves invoice audit trails
When credit approvals happen but invoice files stay unarchived, audit trails break and reporting slows down. This automation finds the matching file, standardizes and archives it, adds finance rows, and updates the originating recordβso your team can track approved invoices without chasing links.
Zapier Tablesor swap with your favorite app
2.Find invoice file by exact title
Integrate Google Drive and document search tools to find the matching invoice file by exact title.
Google Driveor swap with your favorite app
3.Standardize filename and archive file
Integrate Google Drive and file management tools to rename using invoice reference and payer name, then move to archive.
4.Add row to Master finance sheet
Integrate Google Sheets and spreadsheet reporting tools to add invoice reference, payer, amount, and file link for audit.
Google Sheetsor swap with your favorite app
5.Add row to Confirmed invoices sheet
Integrate Google Sheets and lightweight lists to add core fields like invoice reference, payer, and confirmation note.
6.Update originating record status
Integrate Zapier Tables and record fields to set status to Archive and clear the file link after archiving.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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