1.Detect approved invoice event
Integrate Re-Leased and invoice processing tools to detect approved invoice events and route the invoice payload for mapping.
Create sales header and line records from approved invoices
Automatically monitor approved invoice events across Re-Leased and Zapier Tables. Create sales header and line records in Microsoft Excel when invoices are approved, so you can post faster, track everything centrally, and avoid manual invoice exports.
How this automation creates sales records from approved invoices
When approved invoices arrive in Re-Leased, delays can block posting and slow cash collection. This automation extracts and formats invoice payloads, creates Zapier Tables records, and populates Microsoft Excel sales header and line rows—so your team can post without manual exports.
Re-Leasedor swap with your favorite app
2.Format invoice fields
Integrate Formatter by Zapier and date formatting tools to extract customer references and format invoice dates to DD/MM/YYYY.
Formatter by Zapieror swap with your favorite app
3.Create invoice monitoring record
Integrate Zapier Tables and data modeling tools to create a record in the invoice monitoring table with mapped IDs and types.
Zapier Tablesor swap with your favorite app
4.Pause before writing rows
Integrate Delay by Zapier and file safety controls to pause briefly so downstream file availability stays consistent.
Delay by Zapieror swap with your favorite app
5.Write sales header and line rows
Integrate Microsoft Excel and spreadsheet row iteration tools to add header and line records for each invoice item.
Microsoft Excelor swap with your favorite app
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