We are setting up AirTable to help track and approve Invoices on behalf of our clients. We are looking for help to build some checks into AirTable (or via Zapier or other) to make sure the invoice fits into the clients budget and that the client has approved the invoice before we export it to Xero.
We will also need to get the client’s approval of the invoice and plan to use SMS for this. We have some of the database already built and some connections working using Zapier. We’re looking for someone familiar with AirTable and api’s. Some basic programming experience is essential.
Would you please get in touch and explain your experience in automating checks and workflow with Airtable and possibly Zapier.