1.Looks up AP tracker row
Integrate Google Sheets and invoice tracker fields to find the matching row for invoice identifiers and AWB references.
Attach AWB to AP bill and update tracker
Automatically look up invoice and AWB references across Google Sheets and accounting integrations. Create the supdoc in your accounting system, update your AP tracker, and send a request summaryβso you can attach files without manual follow-up, reconcile faster, and keep records accurate.
How this automation protects your AP bill records
When an invoice arrives without a properly attached AWB reference, processing stalls and bills stay incomplete. This automation generates a supdoc ID, uploads the attachment to the accounting record, updates the AP tracker, and emails a completion summaryβso your team can reconcile faster.
Google Sheetsor swap with your favorite app
2.Generates supdoc identifier
Integrate Code by Zapier and metadata mapping to generate a unique supdoc ID and a formatted processed date.
Code by Zapieror swap with your favorite app
3.Uploads attachment to accounting
Integrate Webhooks by Zapier and accounting APIs to upload encoded content and attach it as a supdoc.
Webhooks by Zapieror swap with your favorite app
4.Updates AP tracker row
Integrate Google Sheets and tracking columns to store the supdoc ID, processed date, and processed flags as TRUE.
5.Sends summary email to requestor
Integrate Gmail and email templates to notify the requester with invoice details and the supdoc ID.
Gmailor swap with your favorite app
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