1.Detect approved invoice record
Integrate Zapier Tables and approval workflows tools to detect approved invoice records and map record fields to the workflow.
Create contractor invoices on approval and email finance
Automatically detect contractor invoice approvals across Zapier Tables and billing integrations. Get payment-ready invoices and attachments created and contractor emails sent when approval is flagged, records are updated, or invoice requests are marked approvedβso you can reduce manual invoice creation, follow-up, and paperwork.
How this automation creates payment-ready invoices
When approved invoice records are left to manual processing, finance faces delays and mismatched invoice details. This automation creates invoices, uploads the invoice file, and emails the contractor and financeβso your team can move from approval to billing faster.
Zapier Tablesor swap with your favorite app
2.Convert invoice file URL to Base64
Integrate Code by Zapier and file processing tools to fetch the invoice file URL and output a Base64 payload for uploads.
Code by Zapieror swap with your favorite app
3.Create invoice in billing API
Integrate Webhooks by Zapier and billing APIs to post an invoice request and capture the returned invoice ID.
Webhooks by Zapieror swap with your favorite app
4.Upload invoice file attachment
Integrate Sub-Zap by Zapier and document storage tools to upload attachments tied to the invoice and job reference.
Sub-Zap by Zapieror swap with your favorite app
5.Email contractor and finance
Integrate Microsoft Outlook and email notifications to send a templated email with the invoice ID and upload link.
Microsoft Outlookor 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
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
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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