1.Catch delivery note payloads
Integrate Webhooks by Zapier and submission metadata to capture the delivery note payload and map the submission ID for dedupe checks.
Create AR batch lines from delivery note webhook
Automatically convert delivery note payloads into AR batch lines across Webhooks by Zapier, SQL Server, and Email by Zapier. Create and update when delivery notes arrive, invoice references appear, or webhook submissions post—so you can insert lines, prevent duplicates, and notify finance without manual data entry.
How this automation protects AR batch posting
When delivery note webhooks arrive, duplicates and posting delays can break the same day billing flow. This automation checks for duplicates, inserts AR batch lines, and notifies finance—so your team can post accurately without chasing submissions.
Webhooks by Zapieror swap with your favorite app
2.Detect duplicates by reference
Integrate SQL Server and database query tools to find existing rows by delivery or invoice reference and submission ID to prevent duplicates.
SQL Serveror swap with your favorite app
3.Insert AR batch line records
Integrate SQL Server and accounting tables to execute the custom query and insert a new AR batch line by delivery reference.
4.Notify finance on errors
Integrate Email by Zapier and error monitoring tools to send outbound notifications to finance with submission ID and error details.
Email by Zapieror swap with your favorite app
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