1.Detect new admin mailbox email
Integrate Microsoft Office 365 and email inbox monitoring tools to capture new invoice messages to route for processing.
Forward invoice PDFs from admin mailbox to accounting
Automatically route invoice emails across Microsoft Office 365 and Microsoft Outlook shared mailboxes. Automatically forward PDFs when PDFs attach, sender mappings resolve, or no attachment is foundβso you can send to accounting, retrieve the first PDF, and notify finance without manual forwarding.
How this automation forwards invoice PDFs
When invoice PDFs arrive in a shared admin mailbox, delays can disrupt billing cycles and follow-up. This automation resolves the accounting recipient, retrieves the first PDF, and forwards it and notifies finance when neededβso your team can act fast.
Microsoft Office 365or swap with your favorite app
2.Lookup destination mapping
Integrate Formatter by Zapier and lookup logic to resolve the accounting recipient and fall back to a default address.
Formatter by Zapieror swap with your favorite app
3.Retrieve first PDF attachment
Integrate Microsoft Office 365 and attachment handling tools to fetch the first PDF from the triggering message to forward.
4.Send draft with attached PDF
Integrate Microsoft Outlook and email routing tools to create a draft, attach the PDF, and send it to accounting.
Microsoft Outlookor swap with your favorite app
5.DM finance when PDF is missing
Integrate Slack and finance notification tools to message the configured finance contact when no PDF is found to trigger follow-up.
Slackor 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
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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