1.Detect new invoice records
Integrate Zapier Tables, invoice data, and workflow automation tools to catch new invoice records for processing.
Create payment records from new invoices for billing
Automatically detect new invoice records across Zapier Tables, Formatter by Zapier, Google Drive, Xero, Google Sheets, and Gmail. Create and update when invoice record created, invoice row added, or invoice entry submittedβso you can create payable records, upload supporting files, and add reconciliation rows without manual transfer.
How this automation authorizes your bills faster
When new invoice records arrive in Zapier Tables, delays can stall billing operations. This automation calculates bill values, uploads supporting files, creates payable records in Xero, and logs a reconciliation row in Google Sheetsβso your team can close the loop quickly.
Zapier Tablesor swap with your favorite app
2.Calculate bill values and dates
Integrate Formatter by Zapier and data formatting tools to calculate net totals, fees, and a YYYY-MM-DD date output.
Formatter by Zapieror swap with your favorite app
3.Upload supporting files to Drive
Integrate Google Drive and file link mapping to upload attachments into a configured folder and return stored file links.
Google Driveor swap with your favorite app
4.Create payable records and transactions
Integrate Xero and accounting tools to look up contacts, create bills with date and line amounts, and post bank transactions.
Xeroor swap with your favorite app
5.Add reconciliation reporting row
Integrate Google Sheets and reporting tools to add a reconciliation row with totals, tags, and calculated outputs.
Google Sheetsor swap with your favorite app
6.Send invoice summary email
Integrate Gmail and plain-text messaging to send a summary with file links and calculated totals to billing owners.
Gmailor swap with your favorite app
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Explore all invoice processing & management automations
Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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