1.Monitor new attachment emails
Integrate Gmail and email ingestion tools to detect invoice emails with PDF attachments and route them into processing.
Create invoice documents from inbound PDF email attachments
Automatically detect new attachment emails across Gmail and parse invoice PDF attachments to support accounts payable workflows. Create and update accounting documents when invoice PDFs arrive, keywords match, or documents get labeledβso you can reduce paperwork, attach originals, and prevent reprocessing without manual follow-up.
How this automation creates invoice documents faster
When new invoice emails arrive with PDF attachments, delays can stall billing work and source records. This automation detects PDF attachments, analyzes relevance, and creates Moneybird documents with attached originalsβso your team can process invoices without manual reformatting.
Gmailor swap with your favorite app
2.Lookup invoice keyword rows
Integrate Google Sheets and spreadsheet data to lookup configured invoice keywords and build the keyword arrays used for analysis.
Google Sheetsor swap with your favorite app
3.Analyze message and attachments
Integrate Code by Zapier and data parsing tools to detect PDF attachments, match keywords, and return a relevance flag.
Code by Zapieror swap with your favorite app
4.Create document and attach file
Integrate Moneybird and document management to create the accounting document and attach the original PDF using the returned document ID.
Moneybirdor 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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Step 1
Connect your tools
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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
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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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