1.Detect invoice transfer button clicks
Integrate Zapier Forms, intake forms tools, and validation checks to detect invoice transfer events and start line processing.
Send invoice lines to back-office and mark processed
Automatically monitor invoice transfer clicks across Zapier Forms and Zapier Tables. Create and update invoice line items in your back-office, then flag records as processed when button clicks, form submissions, or invoice identifier matches happenβso you can process line items, format accounting dates, and update processed status without manual invoice entry.
How this automation processes back-office invoice lines
When invoice transfer clicks are missed or delayed, invoice lines sit idle and back-office processing stalls. This automation finds the invoice record, formats and posts each line, and updates the source record to a processed statusβso your team can close the loop fast.
Zapier Formsor swap with your favorite app
2.Find matching invoice record
Integrate Zapier Tables and database lookup tools to find the submitted invoice row and return the record id for updates.
Zapier Tablesor swap with your favorite app
3.Create line-item loop
Integrate Looping by Zapier and data mapping tools to iterate each returned line-item so one loop equals one line payload.
Looping by Zapieror swap with your favorite app
4.Format dates for accounting
Integrate Formatter by Zapier and data formatting tools to convert the looped date field to DD and MM and YYYY for posting.
Formatter by Zapieror swap with your favorite app
5.Post line payload to endpoint
Integrate Webhooks by Zapier and API posting tools to send a JSON payload per line to your FileMaker endpoint.
Webhooks by Zapieror swap with your favorite app
6.Update record to processed
Integrate Zapier Tables and record update tools to set the original invoice status to Processed after a successful post.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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Step 1
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Step 2
Define the trigger
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Step 3
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