I’m trying to automate a process for my client and I think Scripts may be the answer.
Use Case: We’ve built a purchase order system. Purchase orders populate on the purchase order table and the accounting dept decides when to pay them. When purchases for a vendor or vendors are to be paid, a batch is created for each vendor on a second table. So imagine if you will, a February Mastercard bill with 100+ purchase orders.
In an ideal world, it would be great if we could select a checkbox (next to each Purchase order) and it FINDS or CREATES a new batch on the second table. If the batch has already been created, the act of checking the checkbox links the purchase order to the batch. If the batch does not exist, it creates the batch and links the first purchase order.
Side note: Batches have two statuses (Pending and Complete), So if it doesn’t see a pending batch for the vendor it would create it.
Is this possible? We are also using Zapier.