1.Triggers on parsed invoice data
Integrate Docparser to read parsed document data and pass invoice reference, dates, amounts, and file name into the workflow.
Create accounting records and tracking rows for invoices
Automatically parse supplier invoice data across Docparser, Formatter by Zapier, Delay by Zapier, Dropbox, and Zoho Analytics. Create and update accounting tracking when invoice reference is detected, invoice totals extracted, or document type flaggedβso you can normalize PO references, create tracking rows, and post accounting records without manual reconciliation.
How this automation upserts invoice tracking and accounting records
When parsed document data is available, delays can block AP from completing invoice processing and matching. This automation normalizes invoice references, finds document links, and upserts tracking rows while creating the accounting recordβso your team can reconcile invoices without manual entry.
Docparseror swap with your favorite app
2.Normalizes PO and invoice reference
Integrate Formatter by Zapier to extract and normalize PO and invoice references, removing prefixes and non numeric characters.
Formatter by Zapieror swap with your favorite app
3.Waits before file lookup
Integrate Delay by Zapier to delay for 5 minutes so file moves or downstream storage steps can complete.
Delay by Zapieror swap with your favorite app
4.Finds the invoice file and link
Integrate Dropbox to find the file by the parsed file name and retrieve a share link for document linking.
Dropboxor swap with your favorite app
5.Upserts invoice tracking row
Integrate Zoho Analytics to attempt an update row match, or add a row with invoice fields and the document link.
Zoho Analyticsor swap with your favorite app
6.Creates accounting bill or credit
Integrate Sub-Zap by Zapier to create the accounting record using mapped fields and the document link from tracking.
Sub-Zap by Zapieror swap with your favorite app
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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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