1.Detect approval button click
Integrate Zapier Tables and record triggers to detect the approval click and kick off invoice processing.
Send approved invoices to billing and update record
Automatically send reviewed invoices to billing across Zapier Tables and Gmail when an invoice record is submitted for accounting approval. Create and log audit trail rows and update sent status instantlyβso you can reduce manual invoice emailing, status chasing, and reconciliation.
How this automation protects invoice handoffs
When an approval button click on a record triggers invoice processing, delays and missing logs can slow billing and reporting. This automation sends reviewed invoices to billing, updates your invoice record, and creates an audit rowβso your team can close the loop without manual tracking.
Zapier Tablesor swap with your favorite app
2.Send reviewed invoice email
Integrate Gmail and email routing tools to send the reviewed invoice to billing with mapped fields and attachments.
Gmailor swap with your favorite app
3.Update invoice sent status
Integrate Zapier Tables and timestamp tools to update the invoice record with a sent indicator and sent time.
4.Create audit trail row
Integrate Zapier Tables and audit logging tools to create an audit row with record reference, subject, and sent timestamp.
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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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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
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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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