1.Detect updated invoice record
Integrate Airtable and invoice management tools to start the workflow when an invoice record is updated.
Create and send payment certificate PDF to AP team
Automatically monitor updated invoice records across Airtable, Code by Zapier, PDF.co, and Microsoft Outlook. Automatically create and send payment certificate packets when invoice updated, attachments present, or PO reference fields filledβso you can email AP, generate merged PDFs, and update invoice links without manual PDF chasing.
How this automation creates payment packets
When an invoice record is updated but its payment certificate packet is not assembled and delivered, approvals and payment timing can stall. This automation finds invoice attachments, builds and merges a certificate PDF packet, emails accounts payable, and updates the invoice recordβso your team can process requests faster.
Airtableor swap with your favorite app
2.Find invoice attachments
Integrate Airtable and document references to look up invoice Record ID and retrieve attachment URLs to route the certificate.
3.Assemble certificate payload
Integrate Code by Zapier and templating tools to map invoice fields into a certificate payload for PDF generation.
Code by Zapieror swap with your favorite app
4.Convert HTML template to PDF
Integrate PDF.co and document generation tools to convert the certificate HTML template into a certificate PDF URL.
PDF.coor swap with your favorite app
5.Merge certificate and PDFs
Integrate PDF.co and file merging tools to combine certificate, invoice, and purchase order PDFs into one packet URL.
6.Send email to AP
Integrate Microsoft Outlook and email routing tools to send the merged packet to the AP email and configured CC.
Microsoft Outlookor swap with your favorite app
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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