1.Detect new or updated invoices
Integrate Bexio and invoice identifiers to capture invoice payloads and key fields for downstream tracking.
Create invoice tracking items for operations team
Automatically monitor new or updated invoice records across Bexio and Zapier Tables. Create and update monday.com tracker items when invoices arrive or changeβso you can triage statuses, assign ownership, and schedule follow-up without manual invoice tracking.
How this automation updates your invoice tracker
When new or updated invoice records land, delays can stall triage and billing workflows. This automation captures invoice details, enriches contact email, maps statuses, and creates or updates monday.com tracker itemsβso your team can respond faster.
bexioor swap with your favorite app
2.Lookup and map invoice status
Integrate Zapier Tables and status mapping tables to map the invoice status ID to a label with fallbacks.
Zapier Tablesor swap with your favorite app
3.Extract primary contact email
Integrate Code by Zapier and data parsing tools to extract a single contact email for the tracker.
Code by Zapieror swap with your favorite app
4.Find tracking item by invoice ID
Integrate monday.com and board search to locate an existing item using the invoice reference to ID column.
monday.comor swap with your favorite app
5.Create or update tracking item
Integrate monday.com and record mapping to create or update item fields like amount, due date, and link.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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