1.Captures incoming message and folder
Integrate Microsoft Outlook and email parsing tools to capture the new message and parent folder id for routing.
Forward invoice and statement emails to owners immediately
Automatically detect invoice and statement emails across Microsoft Outlook, Code by Zapier, and Zapier filters. Automatically route when invoice emails arrive, statement emails arrive, or messages land in billing foldersβso you can forward to the right AP inbox, forward to billing contacts, and filter out non matching mail without manual triage.
How this automation forwards invoice emails to owners
When new email messages arrive with a parent folder identifier, invoices can stall and statements get missed. This automation resolves folder display names, filters qualifying invoice or statement messages, and forwards the original emails to configured AP and billing ownersβso your team can reduce follow-up delays.
Microsoft Outlookor swap with your favorite app
2.Loads available mail folders
Integrate Microsoft Outlook and directory listing tools to fetch folder ids and names for folder display name resolution.
3.Resolves parent folder display name
Integrate Code by Zapier and mapping tools to resolve the matched folder display name from the parent folder id.
Code by Zapieror swap with your favorite app
4.Continues only for invoice folders
Integrate Filter by Zapier and rules engines to continue only when the display name matches invoice or statement folders.
Filter by Zapieror swap with your favorite app
5.Branches and forwards to recipients
Integrate Paths by Zapier and Microsoft Outlook to forward the original email to the right AP inbox or billing contact.
Paths by Zapieror 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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