INVOICE PROCESSING
Vendor-Portal Webhook Instant Three-Way Match
On each invoice submitted through your vendor portal webhook, instantly runs the three-way match against Salesforce records and either confirms acceptance or returns a rejection…
How it runs
The automated pipeline, trigger to output.
- TriggerInvoice submitted via vendor portal webhookHTTP webhook
- ActionLoad related PO and receipt from SalesforceSalesforce
- LogicThree-way match on qty, price, completeness
- ActionCreate accepted-invoice record on passSalesforce
- OutputReturn accept or structured rejection to vendorHTTP webhook
What it does
Gives vendors instant feedback at submission time. The moment an invoice hits your portal webhook, the workflow matches it against the PO and receipt data stored on the Salesforce purchase-order object and responds synchronously: accepted into the payment cycle, or rejected with the precise line that failed and why.
When to use it
Use this when you operate a self-service vendor portal and want to stop bad invoices at the door instead of discovering mismatches days later. Real-time rejection cuts rework dramatically.
How it works
- 1The vendor portal posts a new invoice payload to the HTTP webhook (trigger).
- 2The workflow loads the related PO and goods-receipt records from Salesforce by PO number.
- 3A logic step runs the three-way match on quantity, price, and line completeness.
- 4On pass, it creates an accepted-invoice record in Salesforce and returns a success response.
- 5On fail, it returns a structured rejection response naming the failing line and reason, and logs the rejection for trend analysis.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Invoice Processing workflows
Catch duplicate invoices as they hit your AP inbox
Watches your accounts-payable Gmail inbox for incoming invoice emails, fingerprints each one, and routes likely duplicates to a review label instead of into the approval queue.
Gate invoice approvals on a duplicate cross-check
When an approver clicks Approve in your AP system, a webhook re-validates the invoice against paid history in Postgres and Stripe charges.
Nightly audit that flags duplicate payments already made
Runs every night to scan the last 90 days of Stripe payments against your Postgres invoice ledger.
Block duplicate Stripe payouts before they send
When a new vendor invoice is queued for payment in Stripe, cross-check it against your paid-invoice history in Postgres and halt any payout that matches an already-paid invoice.
Agent that codes Front invoices to GL accounts and drafts a bill
An agent reads each Front vendor invoice, assigns GL account codes per line item using your chart of accounts and past coding history.
Detect duplicate Front invoices and archive originals to S3
Parses each Front vendor invoice, checks it against a history table for duplicates, archives the source PDF to S3 with a normalized key, and alerts AP when a duplicate is caught.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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