1.Monitor new task in project
Integrate Asana and project management tools to detect new tasks in your configured accounts-payable project.
Create payment and accounting subtasks for new invoices
Automatically monitor new task entries across Asana for your accounts payable project. Create and update payment and recording subtasks when invoice tasks are added, when tasks land in your AP section, or when due dates are setβso you can assign owners, capture bookkeeping tasks, and move invoices forward without manual subtask setup.
How this automation creates payment-ready subtasks for invoices
When new invoice tasks are added but subtasks are not created, follow-up slows and bookkeeping can fall behind. This automation monitors new project tasks and creates payer and recorder subtasks with due dates and assignmentsβso your team can act immediately.
Asanaor swap with your favorite app
2.Filter qualifying invoice tasks
Integrate Filter by Zapier and workflow rules to allow only qualifying accounts-payable section records to pass.
Filter by Zapieror swap with your favorite app
3.Create payment subtask
Integrate Asana and task management to create a payment subtask with due date, assignee, and instruction notes.
4.Create recording subtask
Integrate Asana and bookkeeping task workflows to create a recording subtask with a parent link and bookkeeping note.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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Step 1
Connect your tools
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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.
Step 3
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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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