1.Monitors new subtasks in project
Integrate Asana, project management tools, and workflow triggers to capture each new subtask reference to start record linking.
Update invoice record and notify responsible owner immediately
Automatically detect new subtask events in a specified project across Asana, Formatter by Zapier, Zapier Tables, and Slack. Automatically update and notify when invoice references are extracted and records are updatedβso you can keep invoice context, set processed dates, and alert owners without manual invoice follow-up.
How this automation accelerates owner follow-up
When a new subtask in a specified project appears, invoice updates can stall and owners miss the billing context. This automation extracts invoice details and updates invoice records, then notifies the responsible ownerβso your team can respond with clear next steps.
Asanaor swap with your favorite app
2.Extracts invoice reference and date
Integrate Formatter by Zapier, regex tools, and date formatting to extract the invoice reference and create a processed date to prepare updates.
Formatter by Zapieror swap with your favorite app
3.Updates invoice record by reference
Integrate Zapier Tables and record matching systems to find the record by invoice reference and update link, title, and date to keep data current.
Zapier Tablesor swap with your favorite app
4.Resolves owner email from label
Integrate Formatter by Zapier and lookup tables to map department label to owner email to select the responsible owner or backup.
5.Sends direct message to owner
Integrate Slack and user lookup to find the owner user by email and send a DM with the record link and context to prompt action.
Slackor swap with your favorite app
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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
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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