1.Receives parsed document data
Integrate Docparser and document parsing tools to receive parsed outputs and a file link for invoice matching.
Attach parsed packing slips to corresponding invoice records
Automatically attach parsed packing slip data to invoice records across Docparser, Zapier, and Salesforce. Create and update when invoice matching sales-order references are present, attachment files parse correctly, or invoice records are foundβso you can create attachments, send fallback emails, and upload documents without manual paperwork.
How this automation creates invoice attachments faster
When parsed document data becomes available, invoices can stall while files wait for manual uploading and matching. This automation maps parsed outputs, filters by invoice reference match, creates Salesforce attachments, and emails billing for unmatched documentsβso your team can process invoices faster.
Docparseror swap with your favorite app
2.Maps reference fields and file URL
Integrate Docparser and field mapping tools to map parsed reference fields and file URL for downstream steps.
3.Evaluates matching reference path
Integrate Filter by Zapier and routing logic to evaluate sales order reference presence and choose the correct path.
Filter by Zapieror swap with your favorite app
4.Finds matching invoice record
Integrate Salesforce and CRM lookup tools to search the Invoice object using the mapped sales-order reference.
Salesforceor swap with your favorite app
5.Creates attachment on invoice
Integrate Salesforce and document attachment workflows to create an attachment from the parsed file URL and attach it.
6.Sends fallback email to billing
Integrate Email by Zapier and billing inbox tools to send an email with the parsed file URL for manual processing.
Email by Zapieror 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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