1.Detect new file in folder
Integrate Box, file processing tools, and document capture to extract invoice references from the Box file name.
Create payable invoice PDF with quick-pay link attached
Automatically watch for new invoice PDFs in Box and extract invoice references across Box and Xero. Automatically create payable invoice PDFs with quick-pay links, then archive results and notify ownersβso you can reduce manual invoice follow-up and avoid rechecking details and chasing approvals.
How this automation creates payable invoice PDFs
When new invoice PDFs land in Box, delays can stall approvals and push payments off track. This automation extracts invoice references, pulls accounting details, generates and embeds quick-pay URLs, archives the PDF, and creates reminder records and internal notificationsβso your team can speed up invoice follow-up.
Boxor swap with your favorite app
2.Look up invoice by number
Integrate Xero and accounting tools to find the invoice and retrieve amount, currency, invoice PDF URL, due date, and contact name.
Xeroor swap with your favorite app
3.Build payment URL from invoice fields
Integrate Formatter by Zapier and URL templating tools to build the payment URL from amount, currency, and invoice number.
Formatter by Zapieror swap with your favorite app
4.Shorten payment URL
Integrate URL Shortener by Zapier and link management tools to shorten the built payment URL into a quick-pay link.
URL Shortener by Zapieror swap with your favorite app
5.Annotate invoice PDF with link
Integrate PDF.co and document annotation tools to embed the shortened payment link into the source invoice PDF.
PDF.coor swap with your favorite app
6.Upload annotated PDF to archive
Integrate Box and file storage tools to upload the annotated PDF to your configured archive folder.
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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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