1.Detect new form submission
Integrate Paperform and invoice intake forms to trigger processing for each new vendor invoice submission.
Create invoice submission records and notify finance team
Automatically watch new invoice submissions across Paperform and store invoice details in Airtable and Drive. Create and update invoice submission records and send finance review confirmations when a new form is submitted so you can calculate commissions, save files, and notify submitters without manual reporting.
How this automation accelerates your invoice review records
When new form submissions arrive without clean vendor details, invoice reviews stall and commission math can be wrong. This automation finds vendor defaults, normalizes and uploads invoice files, creates an Invoice Submission record, and notifies stakeholdersβso your team can review faster.
Paperformor swap with your favorite app
2.Find vendor record for defaults
Integrate Airtable and database lookups to search your Vendor Details table and return vendor name and default commission percent to calculate commission.
Airtableor swap with your favorite app
3.Normalize invoice values and compute commission
Integrate Formatter by Zapier and data formatting tools to normalize invoice number and compute commission amount and currency fields.
Formatter by Zapieror swap with your favorite app
4.Upload invoice file to review folder
Integrate Google Drive and file storage to upload the invoice file into your configured invoice review folder with a vendor and invoice title.
Google Driveor swap with your favorite app
5.Create invoice submission record
Integrate Airtable and database tables to create a new Invoice Submission record with formatted amounts, computed commission, and drive file links.
6.Send confirmation email to submitter
Integrate Gmail and email notifications to send a short receipt and next steps to the submitter with vendor and invoice details.
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
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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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