1.Detect updated spreadsheet invoice rows
Integrate Google Sheets and spreadsheet tracking to watch for new or updated invoice rows and extract invoice references.
Create EOM invoice tasks from updated spreadsheet rows
Automatically watch updated invoice rows in Google Sheets across your Asana and billing inbox stack. Create and update billing tasks and send optional notifications when invoice rows are added, invoice rows are updated, or invoice references are changedβso you can calculate due dates, match tasks, and assign owners without manual follow-up.
How this automation accelerates invoice task creation
When invoice rows change, delays can cause missed month end follow-ups. This automation calculates due dates, finds or creates Asana tasks, and sends notificationsβso your team can act on new billing work fast.
Google Sheetsor swap with your favorite app
2.Calculate task due date
Integrate Formatter by Zapier and date formatting tools to add days to the row timestamp and format a due date.
Formatter by Zapieror swap with your favorite app
3.Find existing billing task
Integrate Asana and project search tools to find a matching task in the configured project and section by invoice reference.
Asanaor swap with your favorite app
4.Create or assign billing task
Integrate Asana and task management to create a new task, map fields, assign an owner, and set the billing follow up tag.
5.Send optional billing notification
Integrate Email by Zapier and message delivery to notify billing staff or an inbox when tasks are created and assigned.
Email by Zapieror 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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