1.Receives invoice created payloads
Integrate Plug&Pay and invoice processing tools to receive invoice payloads, extract buyer details, item labels, dates, and references.
Create centralized invoice rows from new order invoices
Automatically monitor invoice created events across Plug&Pay and Zapier. Create and update centralized payments rows when invoices qualify, so you can format invoice dates, normalize item labels, and map references without manual invoice entry.
How this automation centralizes invoice rows
When invoice created payloads arrive without a consistent record, invoices stay hard to reconcile and reporting lags. This automation transforms invoice fields and creates payments rows in Google Sheetsβso your team can see buyer, item, and date details immediately.
Plug&Payor swap with your favorite app
2.Formats invoice date and labels
Integrate Formatter by Zapier and data transformation tools to format invoice dates and normalize item labels for reporting.
Formatter by Zapieror swap with your favorite app
3.Creates payments spreadsheet row
Integrate Google Sheets and spreadsheet reporting tools to create a payments row and map email, product, date, and reference.
Google Sheetsor swap with your favorite app
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Explore all invoice processing & management automations
Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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Step 1
Connect your tools
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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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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