1.Detects new invoice PDF in folder
Integrate Dropbox and file sharing tools to watch for invoice PDFs added to your shared folder.
Create invoice records from emailed final invoice PDFs
Automatically monitor new invoice PDFs in Dropbox across project and invoice management tools. Create and update invoice records and archive files when invoice PDFs arrive, identifiers validate, or final status is confirmedβso you can eliminate manual invoice entry and shorten review cycles.
How this automation creates invoice records
When a new invoice PDF lands in your shared folder, delays can stall approvals and increase rework. This automation parses filenames, finds related emails, creates invoice records in Knack, and moves PDFs in Dropboxβso your team can process invoices faster.
Dropboxor swap with your favorite app
2.Splits filename into invoice identifier
Integrate Formatter by Zapier and data parsing tools to extract job or invoice identifiers from the file name.
Formatter by Zapieror swap with your favorite app
3.Finds email by parsed identifier
Integrate Microsoft Outlook and email search tools to find the email and map subject details for filtering.
Microsoft Outlookor swap with your favorite app
4.Continues only for qualifying records
Integrate Filter by Zapier and conditional routing tools to continue only when final invoice signals are present.
Filter by Zapieror swap with your favorite app
5.Creates linked invoice record in Knack
Integrate Knack and project databases to find the matching project and create an invoice record.
Knackor swap with your favorite app
6.Moves PDF to closed jobs folder
Integrate Dropbox and document archiving tools to move the file and preserve the public share link.
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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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