1.Captures new inbound email
Integrate Email by Zapier and email parsing tools to capture the incoming message and map subject, sender, body, and attachments to invoice fields.
Create invoice records from email attachments into ledger
Automatically capture inbound invoice emails across Email by Zapier and Formatter by Zapier. Create and update when invoice emails arrive, attachments are received, or subjects mapβso you can create ledger records, link documents, and filter non-PDF files without manual invoice entry.
How this automation creates ledger-ready invoices
When inbound invoice emails arrive without structured records, billing and approvals stall. This automation captures invoice email details, formats attachment data, and creates project ledger recordsβso your team can reconcile faster.
Email by Zapieror swap with your favorite app
2.Converts attachments to text
Integrate Formatter by Zapier and document processing tools to convert the attachment list into a download URL string and filename text.
Formatter by Zapieror swap with your favorite app
3.Qualifies PDF attachments
Integrate Filter by Zapier and document format checks to continue only when attachments exist and the last filename ends with PDF.
Filter by Zapieror swap with your favorite app
4.Creates ledger record via sub zap
Integrate Sub-Zap by Zapier and project ledger tools to create a new ledger record and map document link, filename, notes, title, and vendor.
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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