1.Triggers daily on weekdays
Integrate Schedule by Zapier and automation scheduling tools to start the run for the prior day invoice query window.
Create invoice review records from daily invoice feed
Automatically monitor a weekday 6:00 AM schedule across Zapier automation tools. Create and update review records and POST eligible invoices when prior day invoice links are fetched, standardized, and checked for eligibilityβso you can prioritize review work, submit intake fast, and avoid manual invoice handling without paperwork.
How this automation accelerates invoice intake
When the daily invoice feed arrives without a consistent review setup, invoices can sit untriaged and slow payment cycles. This automation standardizes query dates, fetches invoices, loops results, creates or updates review records, and POSTs eligible itemsβso your team can review faster.
Schedule by Zapieror swap with your favorite app
2.Transforms date into query date
Integrate Formatter by Zapier and data transformation tools to format the prior day date for the invoice API query.
Formatter by Zapieror swap with your favorite app
3.Requests invoices from API
Integrate Code by Zapier and secure API access tools to GET invoice responses and return invoice identifiers and metadata.
Code by Zapieror swap with your favorite app
4.Iterates invoices for processing
Integrate Looping by Zapier and workflow iteration tools to loop through each invoice for downstream record handling.
Looping by Zapieror swap with your favorite app
5.Creates or updates review records
Integrate Zapier Tables and spreadsheet style data mapping tools to find or create records in Review Invoices and set eligibility.
Zapier Tablesor swap with your favorite app
6.POSTs eligible invoices to intake
Integrate Webhooks by Zapier and API endpoints to conditionally POST eligible invoice records to your payments intake endpoint.
Webhooks by Zapieror 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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