1.Detecting vendor bill record updates
Integrate Zapier Tables and record monitoring to detect vendor bill updates and pass bill fields to the flow.
Update vendor bill record with master vendor mapping lookup
Automatically enrich vendor bill updates across Zapier Tables, Formatter by Zapier, HubSpot, and Google Sheets. Create and update when vendor bills are updated, contacts match by email, or master mapping rows are foundβso you can identify vendors, set currencies, and update bill status without manual vendor lookups.
How this automation identifies vendors on bills
When vendor bill records are updated without master vendor identifiers, approvals slow and payments wait. This automation looks up vendor keys and currency and updates bill recordsβso your team can route bills faster.
Zapier Tablesor swap with your favorite app
2.Mapping vendor category to vendor key
Integrate Formatter by Zapier and transformation tools to map vendor category into an internal vendor key for matching.
Formatter by Zapieror swap with your favorite app
3.Finding contact by email
Integrate HubSpot and CRM search to find a contact by email and retrieve the associated company identifier.
HubSpotor swap with your favorite app
4.Looking up master vendor mapping row
Integrate Google Sheets and spreadsheet lookup to find the first matching master vendor entry using company identifier, vendor key, and currency.
Google Sheetsor swap with your favorite app
5.Updating vendor bill record fields
Integrate Zapier Tables and record update to write master vendor identifier and currency back to the bill and set vendor status.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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