1.Form submission created
Integrate Zapier Forms and form attachment handling to capture invoice submissions and trigger the payable workflow.
Create invoice records and attach files from forms
Automatically monitor form submission created files across Zapier Forms, Code by Zapier, ChatGPT (OpenAI), Google Drive, Zapier Tables, and Gmail. Create and update payable records when form submission created, invoice files attached, or test submissions flaggedβso you can store files, capture invoice totals, and confirm records without manual entry.
How this automation accelerates payable record creation
When form submission created includes attachments, delays can stall AP review and increase rework. This automation routes file types, extracts structured invoice data, and creates payable records plus Drive links and emailsβso your team can review with confidence.
Zapier Formsor swap with your favorite app
2.Route attachments by file type
Integrate Code by Zapier and file routing tools to route incoming attachments by file type and map them for processing.
Code by Zapieror swap with your favorite app
3.Extract structured invoice data
Integrate ChatGPT (OpenAI) and document extraction tools to extract supplier and invoice fields and parse them into JSON.
ChatGPT (OpenAI)or swap with your favorite app
4.Upload original invoice file
Integrate Google Drive and document storage tools to upload the original attachment to your configured AP folder.
Google Driveor swap with your favorite app
5.Create payable record
Integrate Zapier Tables and record management tools to create a new payable record and store parsed fields and the Drive link.
Zapier Tablesor swap with your favorite app
6.Email treasury and submitter
Integrate Gmail and email notifications to send treasury and submitter confirmation details plus the file link.
Gmailor 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
Set up in minutes
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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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