1.Watches invoiced folder file updates
Integrate Microsoft SharePoint, file workflow automations, and document metadata to watch folder updates for invoice file link mapping.
Update job tracker entries when invoice files land
Automatically monitor invoice files in Microsoft SharePoint across invoiced folders. Create and update when new file added, existing file updated, or invoice file uploadedβso you can parse job references, update Job Tracker statuses, and attach invoice links without manual invoice tracking.
How this automation updates your invoiced job records
When invoice files arrive without instant tracking, invoiced jobs can get missed or updated late. This automation watches SharePoint for file updates, parses job references, looks up tracker rows, and updates your Job Tracker with the invoiced status and file linkβso your team can close the loop quickly.
Microsoft SharePointor swap with your favorite app
2.Parses job reference from filename
Integrate Formatter by Zapier and text parsing tools to parse filenames and extract the job reference used for lookup.
Formatter by Zapieror swap with your favorite app
3.Looks up matching Job Tracker row
Integrate Google Sheets and spreadsheet lookup tools to find the tracker row by mapping the parsed job reference.
Google Sheetsor swap with your favorite app
4.Updates row with invoiced status and link
Integrate Google Sheets and spreadsheet update tools to set invoiced stage and attach the invoice file link to the job row.
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