1.Monitors incoming receipt emails
Integrate Gmail and email parsing tools to watch for qualifying receipt emails and start case extraction.
Attach receipt emails to matching tickets and flag pending
Automatically watch for receipt emails across Gmail and ticketing tools. Create and update when matching tickets are found—so you can attach receipt files, add receipt processed notes, and set tickets to pending without manual paperwork.
How this automation processes receipts into complete ticket context
When receipt messages match your Gmail receipt criteria, delays can leave agents without key order context. This automation extracts case references, finds the matching Zendesk ticket, attaches files, and sets status to pending—so your team can respond faster.
Gmailor swap with your favorite app
2.Filters receipt messages for matches
Integrate Filter by Zapier and validation rules to continue only for qualifying receipt messages based on defined criteria.
Filter by Zapieror swap with your favorite app
3.Extracts case reference from email
Integrate Formatter by Zapier and regex-based extraction to pull the case reference or case number from the email body.
Formatter by Zapieror swap with your favorite app
4.Finds matching ticket by case reference
Integrate Zendesk and ticket search to locate the first ticket that matches the extracted case reference.
Zendeskor swap with your favorite app
5.Updates ticket with attachments and pending status
Integrate Zendesk and ticket fields to attach email files, add a receipt processed comment, and set status to pending.
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