1.Captures form submission receipt link
Integrate Zapier Forms and form mapping tools to capture the submission and map the receipt file URL to a receipt file link.
Update PO approval records when receipts are uploaded
Automatically capture receipt uploads across Zapier Forms and link them to Purchase Order Approval records in Zapier Tables. Create and update when submissions arrive, receipt links appear, or files are missingβso you can attach receipts, update approval status, and alert approvers without manual follow-up.
How this automation updates PO receipt approvals
When form submissions create receipt uploads but matching approval records are missing, delays can block PO approvals. This automation captures submission data, finds and updates the approval record with the receipt attachment, and emails on failuresβso your team can close the loop on time.
Zapier Formsor swap with your favorite app
2.Finds purchase order approval record
Integrate Zapier Tables and database lookup tools to search the Purchase Order Approval table for a matching PO identifier.
Zapier Tablesor swap with your favorite app
3.Routes based on receipt file link
Integrate Filter by Zapier and routing logic to continue only when the receipt file link exists or route to failure when missing.
Filter by Zapieror swap with your favorite app
4.Updates approval record with receipt
Integrate Zapier Tables and attachment fields to update the record with the receipt file link and receipt received status.
5.Sends failure email to approvers
Integrate Email by Zapier and outreach tools to send failure notifications with the PO identifier and submission ID for remediation.
Email by Zapieror swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Email by Zapier, Filter by Zapier, Paths by Zapier, Webhooks by Zapier, SlackSwap with your favorite apps.
Create procurement records from purchase requests in inbox
Your purchase requests arrive as freeform channel messages, delaying supplier onboarding and approvals. The workflow creates procurement records and posts team channel notices so approvals begin same day.
- Apps: Google Forms, Pipedrive, Google Docs, GmailSwap with your favorite apps.
Create purchase approval task and SOC document for deal
Your purchase order form responses arrive without a tracked approval task or SOC document, stalling the procurement team. It creates a CRM approval activity, a filled SOC, and emails owners same day.
- Apps: Zapier Tables, Google Sheets, GmailSwap with your favorite apps.
Create requisition record and notify requester and approvers
Your requisition submissions sit untracked in the intake table, causing manual copying and missed approvals. Save each request to a master sheet and email approvers so approvals move same day.
- Apps: Slack, Formatter by Zapier, Zapier Tables, Google Sheets, GmailSwap with your favorite apps.
Create requisition rows from channel messages for finance
Your invoice requests arrive as freeform channel messages, so finance lacks consistent details and attachments. It creates tracked rows and emails submitters to keep approvals moving same day.
- Apps: ClickUp, Filter by Zapier, Formatter by Zapier, PDF.co, GmailSwap with your favorite apps.
Create urgent payment notice and send approver email
Urgent procurement tasks lack approvals or supplier context, delaying purchases and holding payments. It generates a signed PDF and emails approvers so procurement and finance act same day.
- Apps: Sub-Zap by Zapier, Zapier Tables, Formatter by Zapier, SlackSwap with your favorite apps.
Notify finance of vendor review requests and log
Your vendor intake requests often miss finance review, delaying approvals and blocking contract starts for suppliers. It notifies Finance and updates the intake tracker so approvals proceed same day.
- Apps: Google Sheets, SlackSwap with your favorite apps.
Notify team of new vendor requests for approval
Your vendor creation form responses sit in a spreadsheet, delaying onboarding and purchase approvals. It posts an approval alert to procurement coordinators so they can act same day.
- Apps: Google Sheets, Filter by Zapier, SlackSwap with your favorite apps.
Post new purchase request notification to procurement channel
Your purchase request spreadsheet updates go unnoticed, delaying approvals and slowing procurement coordination. This posts a clear channel alert so your procurement coordinators see new requests and respond same day.
- Apps: Google Forms, Slack, Google SheetsSwap with your favorite apps.
Record purchase request and notify approver in channel
Your purchase request submissions lack an owner, causing approval delays and unclear status. It alerts approvers and stamps the tracker with a handled time so requests are visible same day.
- Apps: Zapier Forms, Filter by Zapier, GmailSwap with your favorite apps.
Send approval emails for high spend requests to approvers
Your spend request submissions arrive untriaged, leaving finance unsure which purchases need urgent approval. It routes submissions to approvers for fast review and decision, often within minutes.
- Apps: Schedule by Zapier, Code by Zapier, Looping by Zapier, Google Sheets, GmailSwap with your favorite apps.
Send approval emails for pending marketplace purchase orders
Your purchase orders pending approval leave fulfillment and invoicing stalled across stores. Get approver alerts and order details so reviews happen the same day.
- Apps: Zapier Tables, Formatter by Zapier, GmailSwap with your favorite apps.
Send approved spend request email to requester with date
Your high-spend approvals leave requesters unsure when to place orders, leaving procurement without a recorded approval date. It notifies requesters and records approvals so purchases proceed same day.
- View all
Explore all procurement approval workflows automations
Accelerate purchasing decisions with automated request routing, approval alerts, and policy-based escalations
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.