1.Detect new receipt form submission
Integrate Gravity Forms and form submissions to detect new receipt submissions for draft bill creation.
Create draft bills from receipt forms for finance
Automatically monitor receipt form submissions across Gravity Forms and Google Drive. Create and update draft bills when receipts arrive, AI extracts vendor details, and Xero drafts billsβso you can approve faster without manual bill setup.
How this automation creates draft bills from receipts
When receipt submissions land with only attachments, delays can slow month-end close and increase review backlogs. This automation finds the receipt file, parses vendor and amounts, and creates Xero draft billsβso your team can review with confidence.
Gravity Formsor swap with your favorite app
2.Find receipt file in Drive
Integrate Google Drive and file search tools to locate the uploaded receipt and return the Drive file URL.
Google Driveor swap with your favorite app
3.Analyze receipt and extract fields
Integrate AI by Zapier and document parsing to extract vendor name, dates, totals, and reference details from the receipt.
AI by Zapieror swap with your favorite app
4.Find vendor record
Integrate Zapier Tables and vendor lookup tables to match the parsed vendor name to a stored vendor record.
Zapier Tablesor swap with your favorite app
5.Collect exact vendor name
Integrate Human in the Loop and review workflows to request a confirmed vendor name when matches are ambiguous.
Human in the Loopor swap with your favorite app
6.Create draft bill in Xero
Integrate Xero and accounting records to create a draft bill, attach the Drive file, and set line amounts for review.
Xeroor 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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