1.Starts sub zap with inputs
Integrate Sub-Zap by Zapier and workflow inputs to map filename and folder id into normalized values for processing returned invoices.
Update invoice records with signed file and image links
Automatically monitor returned signed invoice inputs across Zapier Tables and Google Drive. Create and update invoice file links when sub zap starts, signed file arrives, or unique id matchesβso you can attach signed PDFs, generate JPG previews, and mark records returned without manual file and status checking.
How this automation updates invoice record links
When the sub zap starts with returned invoice inputs, manual updating quickly turns into delays and mistakes. This automation finds the source file, adds the signature into the PDF, generates a JPG preview, and updates Drive and the originating invoice recordβso your team can close invoices faster.
Sub-Zap by Zapieror swap with your favorite app
2.Finds folder metadata
Integrate Zapier Tables and lookup data to find the returned folder path and storage metadata for the incoming PDF.
Zapier Tablesor swap with your favorite app
3.Finds source Drive file
Integrate Google Drive and file storage to locate the source PDF by filename and folder path, then return the file url and id.
Google Driveor swap with your favorite app
4.Adds signature image to PDF
Integrate PDF.co and PDF processing to insert the signature image at provided X and Y coordinates and output a signed PDF url.
PDF.coor swap with your favorite app
5.Converts signed PDF to JPG
Integrate CloudConvert and conversion tools to create a JPG preview from the signed PDF for quick review.
CloudConvertor swap with your favorite app
6.Uploads signed PDF to destination
Integrate Google Drive and storage folders to replace or add the signed file in the destination folder for invoice retrieval.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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