1.Sub-Zap started
Integrate Sub-Zap by Zapier, seeding workflows, and job references to start invoice creation with parent job data.
Create invoices from job card subitems and update jobs
Automatically detect billable job subitems across Zapier Tables, Formatter by Zapier, Sub-Zap by Zapier, and monday.com. Create and update invoices when parent job reference matches, invoice number missing, or invoice defaultsβso you can generate invoices, capture invoice references, and mark jobs invoiced without manual paperwork.
How this automation accelerates your invoicing completion
When Sub-Zap started, invoicing can stall because billable subitems and invoice line items need manual assembly and review. This automation finds the matching parent job, formats invoice fields, calls the invoice generator sub-Zap, and updates monday.comβso your team can finish invoicing faster.
Sub-Zap by Zapieror swap with your favorite app
2.Find record in invoices table
Integrate Zapier Tables, data tables, and lookup mapping to find the parent job and route invoice context for the job.
Zapier Tablesor swap with your favorite app
3.Default invoice fields
Integrate Formatter by Zapier, field validation, and mapping to check the invoice number and set defaults when needed.
Formatter by Zapieror swap with your favorite app
4.Call invoice generator sub-Zap
Integrate Sub-Zap by Zapier, invoice inputs, and generator logic to create the invoice and return invoice reference and status.
5.Update job invoicing status
Integrate monday.com, board updates, and item mapping to set the completed invoiced marker on the job item.
monday.comor 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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Step 1
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Step 2
Define the trigger
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Step 3
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