1.Detect new file in folder
Integrate Egnyte and file storage tools to detect new CSV invoice exports and capture file input for parsing.
Create receipt match jobs from incoming CSV invoices
Automatically watch for new CSV invoice exports in Egnyte and download them across Egnyte. Parse line items and iterate rows to create match jobs and audit rows, then find matching PDFs so you can reconcile without manual filing.
How this automation builds receipt match jobs
When CSV invoices land in a shared folder, missing or mismatched documents can delay reconciliation and introduce audit risk. This automation downloads and parses invoice rows, searches office folders for the right PDF, and creates job and audit records in Zapier Tablesβso your team can verify matches quickly.
Egnyteor swap with your favorite app
2.Downloads new CSV file
Integrate Egnyte and file handling tools to download the new CSV and map the file URL and metadata for parsing.
3.Parses CSV invoice rows
Integrate Code by Zapier and scripting tools to parse CSV and extract line items and row arrays for matching.
Code by Zapieror swap with your favorite app
4.Iterates line item rows
Integrate Looping by Zapier and data mapping tools to iterate rows and generate office, month folder, and row index inputs.
Looping by Zapieror swap with your favorite app
5.Searches for matching PDF
Integrate Egnyte and folder search tools to list the target folder and search for an exact filename match per row.
6.Creates job and audit records
Integrate Zapier Tables and database tools to create match job records and append audit rows with match results.
Zapier Tablesor 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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