1.Watches inbox for new attachments
Integrate Microsoft Outlook and email inbox tools to watch for new invoice attachments and pass the attachment URL to the workflow.
Create dated bookkeeping records from emailed invoices and receipts
Automatically monitor new email attachments in Microsoft Outlook across email inboxes. Extract invoice data and create dated bookkeeping records when invoice attachments arrive, receipt attachments come in, or invoice emails include filesβso you can prevent manual data entry, speed reconciliation, and keep originals linked without manual bookkeeping.
How this automation creates dated bookkeeping records
When invoice and receipt attachments land in an inbox, delays can slow reconciliations and increase errors. This automation filters qualifying files, parses invoice data, and creates dated bookkeeping rowsβso your team can reconcile faster without manual data entry.
Microsoft Outlookor swap with your favorite app
2.Filters attachments for invoices
Integrate Filter by Zapier and file screening rules to continue only for qualifying invoice and receipt attachments.
Filter by Zapieror swap with your favorite app
3.Parses invoice and receipt PDFs
Integrate PDF.co and invoice parsing tools to extract vendor, invoice date, subtotal, and other invoice fields.
PDF.coor swap with your favorite app
4.Formats the invoice month field
Integrate Formatter by Zapier and date formatting tools to convert the invoice date into a month value for mapping.
Formatter by Zapieror swap with your favorite app
5.Creates a dated bookkeeping record
Integrate Zapier Tables and record management tools to map fields and create a new bookkeeping row with the original PDF link.
Zapier Tablesor swap with your favorite app
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