1.Monitor updated column value
Integrate monday.com and workflow automation tools to detect ship date changes and map sale reference for expected cash-in calculation.
Update cash-in dates from ship date for items
Automatically monitor ship date updates across monday.com boards and Cin7 Core Inventory. Create expected cash-in dates and update the production board and optional Google Sheets summaryβso you can fetch payment terms, calculate dates, and reduce manual billing review.
How this automation calculates expected cash-in dates
When ship dates change without updated payment-term math, billing timing drifts and follow-up increases. This automation finds payment terms, extracts numeric term days, calculates expected cash-in dates, and updates monday.com and an optional Google Sheets summaryβso your team can bill with confidence.
monday.comor swap with your favorite app
2.Find sale payment terms
Integrate Cin7 Core Inventory and inventory lookup tools to find the sale by sale reference and to extract the customer payment term.
Cin7 Core Inventoryor swap with your favorite app
3.Extract numeric term days
Integrate Formatter by Zapier and data parsing tools to extract numeric days from the payment term for cash-in date math.
Formatter by Zapieror swap with your favorite app
4.Compute expected cash-in date
Integrate Formatter by Zapier and date calculation tools to add payment-term days plus buffer to the ship date for a formatted expected cash-in date.
5.Update item with expected date
Integrate monday.com and accounting record fields to write expected cash-in dates back to the configured date and text fields.
6.Update monthly billing summary
Integrate Google Sheets and spreadsheet reporting tools to add qualifying expected cash-in dates to a monthly summary row for billing.
Google Sheetsor swap with your favorite app
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