1.Watches form submission created
Integrate Zapier Forms and payments task lists to trigger on each new form submission and populate payment request fields.
Create payment request task from vendor form submissions
Automatically monitor vendor payment form submissions across Zapier Forms. Extract invoice details, convert attachments, and create payment request tasks with email confirmationβso you can process each request without manual entry or follow-up.
How this automation accelerates your payment request intake
When vendor payment form submissions pile up, manual intake delays payment cycles and increases errors. This automation extracts invoice details and creates tasks and sends confirmationsβso your team can act on requests faster.
Zapier Formsor swap with your favorite app
2.Extracts file and invoice URLs
Integrate AI by Zapier and analytics tools to extract attachment and invoice URLs from submission text to return file URL list.
AI by Zapieror swap with your favorite app
3.Converts PDFs to images for OCR
Integrate PDF.co and OCR tools to convert PDF attachments to JPG images to prepare OCR input.
PDF.coor swap with your favorite app
4.Parses invoice fields from text
Integrate ChatGPT (OpenAI) and OCR processing to extract invoice number, totals, tax, and line items to build a structured invoice summary.
ChatGPT (OpenAI)or swap with your favorite app
5.Creates payment request task
Integrate ClickUp and task management to create a payment request task and attach source file URLs and images to set due dates.
ClickUpor swap with your favorite app
6.Sends confirmation to requester
Integrate Email by Zapier and notification tools to send a confirmation email with task status and link to confirm receipt.
Email by Zapieror 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
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
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Allen Lai, Head of Customer Experience
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