1.Detect new inbound email
Integrate Email by Zapier and email inbox tools to detect incoming accounting messages and to start the routing workflow.
Route invoice and statement emails to AP contacts
Automatically monitor inbound email arrivals across Email by Zapier and Mailgun. Automatically route forwarded invoice and statement emails when invoice keywords match, statement terms appear, or sender checks passβso you can forward to the right AP contact, preserve attachments, and avoid manual routing.
How this automation routes billing emails to the right AP contacts
When qualifying invoice or statement emails arrive, delays can disrupt billing and partner follow-up. This automation filters messages, maps AP destinations, and forwards emails with attachmentsβso your team can route paperwork without manual handling.
Email by Zapieror swap with your favorite app
2.Continue only for qualifying emails
Integrate Filter by Zapier and email subject checks to evaluate invoice and statement signals before routing to AP.
Filter by Zapieror swap with your favorite app
3.Lookup AP destination email
Integrate Formatter by Zapier and lookup tables to map subject keywords to the correct AP recipient and fallback inbox.
Formatter by Zapieror swap with your favorite app
4.Forward email to AP recipient
Integrate Mailgun and email forwarding tools to send the mapped email with original body, To field, and attachments.
Mailgunor swap with your favorite app
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Add approved job invoices to ledger sheet
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Add bill line items to spreadsheet for purchasing
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Add draft bills to approval sheet for review
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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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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