1.Detect new invoice row
Integrate Smartsheet and spreadsheet automation tools to detect the new invoice row that starts the PDF packaging workflow.
Create merged invoice PDFs and email billing recipients
Automatically monitor Smartsheet new row events across invoice and billing tools. Create and update when invoice row added, key fields mapped, or vendor references changeβso you can merge attachments, send billing emails, and gate approvals without manual invoice packaging.
How this automation delivers merged invoice packages
When new invoice rows appear in Smartsheet, delays can stall billing and create avoidable follow-up. This automation fetches attachments, merges them into one PDF, and sends the result to payments recipientsβso your team can complete billing faster.
Smartsheetor swap with your favorite app
2.Pause for approval window
Integrate Delay by Zapier and automation timing tools to pause processing during the configured approval window.
Delay by Zapieror swap with your favorite app
3.Gate by qualifying reason types
Integrate Filter by Zapier and routing rules tools to continue only for rows matching configured reason types.
Filter by Zapieror swap with your favorite app
4.Fetch attachment URLs with Python
Integrate Code by Zapier and attachment retrieval tools to fetch attachment URLs for the mapped row ID.
Code by Zapieror swap with your favorite app
5.Merge PDFs into one file
Integrate PDF.co and document processing tools to merge attachment PDFs and set the merged filename.
PDF.coor swap with your favorite app
6.Email the merged invoice PDF
Integrate Email by Zapier and outbound messaging tools to send the merged PDF to billing recipients.
Email 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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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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