1.Monitors new matching vendor emails
Integrate Gmail and email inbox routing to detect qualifying messages to capture invoice attachments.
Add vendor invoice rows from emailed PDF attachments
Automatically capture vendor PDF invoices across Gmail and Smartsheet. Create and update Smartsheet invoice rows when vendor emails arrive, PDF attachments appear, or matching recipients are detectedβso you can consolidate billing context, speed invoice review, and preserve attachments without manual invoice capture.
How this automation protects your invoice records
When vendor PDF invoices arrive by email, delays can break billing timelines and stall reviews. This automation filters qualifying messages, creates Smartsheet rows, and attaches original PDFsβso your team can invoice faster with a single source of truth.
Gmailor swap with your favorite app
2.Filters for PDF invoice messages
Integrate Filter by Zapier and message criteria tools to continue only when emails match vendor recipient and include PDFs.
Filter by Zapieror swap with your favorite app
3.Adds invoice row to Smartsheet
Integrate Smartsheet and spreadsheet mapping to create a tracked row for vendor, invoice date, and source id.
Smartsheetor swap with your favorite app
4.Attaches PDF files to row
Integrate Smartsheet and attachment handling to link the original Gmail PDF(s) to the created row by row id.
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Explore all invoice processing & management automations
Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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