1.Detect invoice updated event
Integrate Ezekia and invoice workflow tools to detect updated invoices and start the billing process.
Send assignment billing update email and update records
Automatically monitor invoice updated events across Ezekia, Filter by Zapier, Code by Zapier, Microsoft Office 365, and Zapier Tables. Send billing emails and update assignment billing recordsβso you can reduce manual updates and keep billing details current.
How this automation updates your assignment billing
When invoice updates are missed or handled late, billing contacts wait and assignment records fall out of sync. This automation checks invoice eligibility, builds an HTML billing summary, sends billing emails, and updates assignment billing fieldsβso your team can act fast.
Ezekiaor swap with your favorite app
2.Filters qualifying invoices
Integrate Filter by Zapier and validation tools to continue only for configured invoice criteria.
Filter by Zapieror swap with your favorite app
3.Looks up project and confirms manager
Integrate Ezekia and project tracking tools to look up projects and confirm manager status is active.
4.Builds formatted HTML billing summary
Integrate Code by Zapier and document templating tools to create an HTML billing summary from invoice fields.
Code by Zapieror swap with your favorite app
5.Sends billing update email
Integrate Microsoft Office 365 and email routing tools to send formatted billing emails to notification contacts.
Microsoft Office 365or swap with your favorite app
6.Finds or creates and updates assignment record
Integrate Zapier Tables and reporting tools to update assignment billing fields by project ID.
Zapier Tablesor 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
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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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