1.Captures exported invoice documents
Integrate Rossum and document extraction tools to detect a new exported document to trigger normalized invoice processing.
Create AP entries from extracted invoices for billing
Automatically monitor new exported documents across Rossum and Zapier to standardize address and notes for accounts payable. Create and update payable entries when invoice exports include key fields, so you can reduce manual entry, prevent mismatched invoices, and route invoices for review without manual paperwork.
How this automation creates payable entries from invoices
When new exported documents arrive, delays can stall accounts payable and increase manual correction work. This automation formats extracted fields and calls a payable sub-flow to create standardized AP entries and trigger downstream processingβso your team can review and post faster.
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2.Uppercases extracted address
Integrate Formatter by Zapier and mapping tools to convert extracted address fields to uppercase to produce a normalized address token.
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3.Uppercases extracted notes
Integrate Formatter by Zapier and mapping tools to convert extracted notes fields to uppercase to produce a normalized notes token.
4.Truncates normalized address
Integrate Formatter by Zapier and data formatting tools to truncate the normalized address token to a compact display token.
5.Extracts annotation ID
Integrate Formatter by Zapier and URL parsing tools to split or extract the source document URL to a concise annotation ID token.
6.Creates payable entry in sub-flow
Integrate Sub-Zap by Zapier and invoice data validation tools to pass vendor, PO, totals, and tokens to create a payable entry and trigger downstream processing.
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