1.Catches new document notification
Integrate Webhooks by Zapier and webhooks tools to catch the new document event and pull core invoice or offer fields.
Add invoice and offer records, copy PDFs to accounting
Automatically capture new document notifications across Webhooks by Zapier and your document and file tools. Create and update when invoice or offer documents arrive, document type mapping completes, or PDFs land in Driveβso you can log metadata, standardize filenames, and copy accounting PDFs without manual copying.
How this automation safeguards your accounting PDFs
When new invoice or offer documents trigger a document notification, delays can break downstream accounting workflows. This automation catches document data, maps document types, creates a spreadsheet row, waits for PDF generation, and copies the PDF to your accounting folderβso your team can keep records complete.
Webhooks by Zapieror swap with your favorite app
2.Looks up type for filename
Integrate Formatter by Zapier and mapping tools to translate document type into a readable label for standardized filenames.
Formatter by Zapieror swap with your favorite app
3.Creates spreadsheet row
Integrate Google Sheets and spreadsheet mapping to create a row with customer reference, number, internal id, name, date, and filename.
Google Sheetsor swap with your favorite app
4.Delays for PDF generation
Integrate Delay by Zapier and scheduling tools to pause 30 minutes so the PDF can be generated and indexed in Drive.
Delay by Zapieror swap with your favorite app
5.Finds and copies PDF
Integrate Google Drive and file management tools to search for the expected PDF in Drive and copy it to accounting.
Google Driveor swap with your favorite app
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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Step 1
Connect your tools
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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