1.Detect new labeled email
Integrate Gmail and email parsing tools to watch for new labeled invoice emails and trigger invoice processing.
Create invoice records from labeled invoice emails for billing team
Automatically monitor new labeled emails across Gmail and Formatter by Zapier and Google Drive and Google Sheets. Create and update when invoice emails arrive, invoice references appear, or due dates are parsedβso you can store invoice PDFs, extract billing dates, and append transaction rows without manual data entry.
How this automation stores invoice PDFs and rows faster
When labeled invoice emails arrive, delays can stall invoice reconciliation and payment prep. This automation extracts invoice references and dates, uploads matching PDFs, and appends structured line items to your master worksheetβso your team can prepare payments faster.
Gmailor swap with your favorite app
2.Split subject and extract reference
Integrate Formatter by Zapier and text parsing tools to extract invoice reference from the email subject for matching.
Formatter by Zapieror swap with your favorite app
3.Parse dates and extract due date
Integrate Formatter by Zapier and date parsing tools to parse received date and due date from the email content.
4.Find or upload invoice PDF file
Integrate Google Drive and document storage to match PDFs by invoice reference or upload a new PDF copy.
Google Driveor swap with your favorite app
5.Append line items to master worksheet
Integrate Google Sheets and spreadsheet tracking to append parsed line items as transaction rows with drive links.
Google Sheetsor swap with your favorite app
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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