1.Monitors new email receipts
Integrate IMAP by Zapier and inbox connector tools to watch for new email messages and trigger invoice processing.
Create invoice records from emailed receipts and orders
Automatically monitor new email receipts across IMAP by Zapier and extract order references across Formatter by Zapier. When new receipt email arrives, receipt numbers are detected, or order references matchβso you can create and update invoice records and request invoice numbers without manual invoice entry.
How this automation protects AP data quality
When new email receipts arrive but invoices stay unstructured, delays can break close and payment workflows. This automation runs regex extraction, creates or finds Zapier Tables records, invokes AWS Lambda validation, and updates invoice fields and processed statusβso your team can reduce manual entry.
IMAP by Zapieror swap with your favorite app
2.Extracts order reference from text
Integrate Formatter by Zapier and text extraction tools to run regex extraction and pull an order reference from email content.
Formatter by Zapieror swap with your favorite app
3.Finds or creates invoice record
Integrate Zapier Tables and database lookup tools to find matching invoices and create new invoice rows when none exist.
Zapier Tablesor swap with your favorite app
4.Invokes function for invoice validation
Integrate AWS Lambda and serverless processing tools to validate or request an invoice number using the extracted order reference.
AWS Lambdaor swap with your favorite app
5.Updates invoice fields and processed status
Integrate Zapier Tables and reporting fields tools to update invoice details and mark the record as processed.
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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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