1.Detect new form response
Integrate Google Forms and form upload workflows to detect new invoice submissions and start the approval workflow.
Post new invoice submission and attach PDF to channel
Automatically monitor new invoice PDF submissions in Google Forms and route them for approval across Google Drive and Slack. Create the month folder, copy and rename the invoice PDF, and send a billing channel message with the payment link so you can review invoices without manual file handling.
How this automation speeds up invoice approval
When new invoice responses arrive with attached PDFs, delays can stall approvals and increase manual rework. This automation formats dates, finds or creates month folders, copies and renames PDFs, then posts an approval-ready Slack message with the file and payment linkβso your team can act faster.
Google Formsor swap with your favorite app
2.Formats current date to month
Integrate Formatter by Zapier and date utilities to format the current date into a month label for folder organization.
Formatter by Zapieror swap with your favorite app
3.Find or create month folder
Integrate Google Drive and folder management to find or create the month folder using the month label and parent invoices folder.
Google Driveor swap with your favorite app
4.Extracts uploaded file ID
Integrate Formatter by Zapier and file metadata parsing to extract the uploaded file ID from the form file link.
5.Copies and renames PDF
Integrate Google Drive and document handling to copy the extracted file into the month folder and rename it.
6.Send channel message with attachment
Integrate Slack and approval notifications to post the billing channel message with the payment link and attached PDF.
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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