1.Monitor job status change payload
Integrate Webhooks by Zapier and webhook endpoints to capture the job status change payload and extract job identifiers.
Update time to collect tracker when job status changes
Automatically monitor job file status changes across Webhooks by Zapier and Microsoft Excel. Create and update when a job status payload arrives, when collection required statuses trigger, or when qualifying file types changeβso you can update invoice dates, update paid dates, and refresh collections rows without manual worksheet updates.
How this automation updates your collections milestones
When job file status changes, delays can cause missed billing milestones and stale collections data. This automation captures the job payload and updates your Microsoft Excel worksheet with formatted invoice and paid milestone datesβso your team can act immediately.
Webhooks by Zapieror swap with your favorite app
2.Filter qualifying file types and statuses
Integrate Filter by Zapier and record qualification to continue only for qualifying file types and collection update statuses.
Filter by Zapieror swap with your favorite app
3.Lookup job details and milestone dates
Integrate Webhooks by Zapier and data mapping to look up job details and map milestone date fields to placeholders.
4.Format milestone timestamps to dates
Integrate Formatter by Zapier and date formatting to convert returned timestamps into MM-DD-YY worksheet-ready dates.
Formatter by Zapieror swap with your favorite app
5.Find or create and update worksheet row
Integrate Microsoft Excel and spreadsheet reporting to find or create the file number row and update invoice and paid date columns.
Microsoft Excelor swap with your favorite app
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Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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