1.Detect new email in mailbox
Integrate Microsoft Outlook to detect new mailbox messages and start invoice and statement routing.
Forward invoice and statement emails to designated recipients
Automatically monitor new AP-related emails across Microsoft Outlook, Code by Zapier, and Filter by Zapier. Automatically forward invoices and statements when invoices arrive, statements arrive, or vendor messages need routingβso you can reduce manual forwarding, speed up review, and route to the right recipients without manual forwarding.
How this automation routes invoices to the right recipients
When new emails land in your inbox, invoices and statements can stall and get misrouted. This automation detects mailbox messages, matches them to Invoice or Statement folders, and forwards the original email and attachments to the right recipientβso your team can process faster.
Microsoft Outlookor swap with your favorite app
2.Get mail folders for lookup
Integrate Microsoft Outlook to get mail folders and centralize folder ids and display names for matching.
3.Run JavaScript to map folder label
Integrate Code by Zapier to derive the incoming message folder display name for downstream filtering.
Code by Zapieror swap with your favorite app
4.Filter to invoice or statement
Integrate Filter by Zapier to continue only when the folder label matches Invoice or Statement.
Filter by Zapieror swap with your favorite app
5.Send the forwarded email
Integrate Microsoft Outlook to forward the original message, include attachments, and set the recipient by mapping.
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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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