1.Monitors new deliverable approvals
Integrate Airtable and deliverables tracking tools to detect new approval rows and map timestamps and references to workflow variables.
Create earned revenue records when assets are approved
Automatically create and update earned revenue records across Airtable when approvals appear in your configured Deliverables view. Get instant recognition by matching project and stack keys, updating recognition dates, and linking deliverables—so you can avoid manual revenue tracking and delayed invoices.
How this automation protects earned revenue accuracy
When deliverables are approved but revenue records stay uncreated or outdated, recognition and invoicing fall out of sync. This automation monitors Airtable deliverables and then matches, updates, and creates earned revenue records—so your team can recognize revenue on schedule.
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2.Builds stack search key
Integrate Code by Zapier and data transformation tools to build a stack match key from stack name and stack id for downstream matching.
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3.Finds existing earned revenue
Integrate Airtable and database lookup tools to search the Earned Revenue table by project, milestone, and stack key.
4.Branches on record matches
Integrate Paths by Zapier and decision logic to route found versus not found outcomes for updating or creating revenue records.
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5.Iterates matched record IDs
Integrate Looping by Zapier and iteration tools to process each matched Earned Revenue record ID from the lookup result.
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6.Updates earned revenue records
Integrate Airtable and record update tools to set recognition date from approval timestamp and link the deliverable reference.
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Accelerate revenue recognition with automated payment tracking, schedule updates, and compliance logging
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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