1.Detect new PDF invoice attachment
Integrate Gmail, email inboxes, and attachment parsing to capture incoming invoice PDFs and invoice context.
Forward vendor invoice PDFs to accounting for SEPA posting
Automatically monitor new vendor attachment signals across Gmail and email filtering rules. Forward PDFs and invoice context, label processed threads, and route to e-invoice intake for prompt SEPA posting without manual invoice forwarding, duplicate handling, or file checks.
How this automation forwards vendor PDFs to accounting
When new attachments match your vendor search, unprocessed invoice PDFs can delay SEPA posting and create duplicate work. This automation filters PDF attachments and forwards invoice context and labels the original threadβso your team can process invoices with fewer manual steps.
Gmailor swap with your favorite app
2.Continue only for PDF files
Integrate Filter by Zapier, mime type checks, and validation rules to continue only when attachments are PDFs.
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3.Send invoice to e-invoice recipient
Integrate Gmail, email routing tools, and invoice context mapping to forward the invoice PDF for e-invoice intake.
4.Label the original message as processed
Integrate Gmail, labeling workflows, and audit trails to mark the thread as processed and prevent duplicates.
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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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Step 1
Connect your tools
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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