1.Detect new file in folder
Integrate Google Drive and storage indexing tools to monitor new rent receipt PDFs files in a folder.
Update rent ledger rows from saved receipt PDFs
Automatically detect new rent receipt PDFs in Google Drive and precheck them across file parsing and property mapping steps. Create and update deposit records in Google Sheets when rent receipt PDFs land β so you can update ledger rows and trust worksheet entries without manual reporting.
How this automation protects deposit records
When new rent receipt PDFs are added to your folder, delayed handling can leave deposit records out of date. This automation filters and parses receipt titles, waits for indexing, then routes and updates Google Sheetsβso your team can keep billing data current.
Google Driveor swap with your favorite app
2.Filters for rent receipt PDFs
Integrate Filter by Zapier and document rules to continue only for rent receipt PDFs based on the file title.
Filter by Zapieror swap with your favorite app
3.Parses file title into fields
Integrate Formatter by Zapier and data parsing tools to split the title and map address and date components.
Formatter by Zapieror swap with your favorite app
4.Waits for indexing to complete
Integrate Delay by Zapier and workflow timing tools to wait 2 minutes for fresh lookup visibility.
Delay by Zapieror swap with your favorite app
5.Routes by parsed unit type
Integrate Paths by Zapier and address normalization tools to route standard versus parking or locker mappings.
Paths by Zapieror swap with your favorite app
6.Updates ledger and trust worksheets
Integrate Google Sheets and spreadsheet mapping tools to update the matching property row and trust deposit reference.
Google Sheetsor swap with your favorite app
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Explore all real estate document processing automations
Accelerate real estate document processing with automated file capture, document routing, and record updates
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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