1.Detects time approval status change
Integrate Salesforce and CRM history tracking to find the related time record and to map the parent reference to a record lookup.
Create invoices and bills from approved time records
Automatically track approved time record status changes across Salesforce and your accounting sub-process. Create invoices and bills when the workflow is approvedβso you can post accounting IDs, update statuses, and handle records without manual invoice paperwork.
How this automation creates invoices and bills from approved time
When status change events mark time records as approved, delays can stall invoice posting and leave accounting IDs missing. This automation looks up the related time record, normalizes routing, and creates invoices and bills and writes accounting IDs backβso your team can close the loop faster.
Salesforceor swap with your favorite app
2.Normalizes proposal type for routing
Integrate Formatter by Zapier and data transformation tools to standardize proposal type values to uppercase for routing.
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3.Filters for approved payable and receivable
Integrate Filter by Zapier and branching logic to continue only when approved status is set, amounts exist, and accounting ID is missing.
Filter by Zapieror swap with your favorite app
4.Creates invoice or vendor bill in sub-zap
Integrate Sub-Zap by Zapier and accounting sub-process inputs to create the correct invoice or bill using mapped payee and week data.
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5.Updates time record with accounting results
Integrate Salesforce and CRM updates to write back accounting IDs, status picklists, and error notes returned from the sub-zap.
6.Finds related time record by parent reference
Integrate Salesforce and record lookup tools to handle no-match behavior and to ensure the flow targets the intended time record.
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