1.Monitors matching invoice emails
Integrate Gmail and email parsing tools to watch for configured invoice inbox messages to trigger forwarding and archiving.
Route invoice PDFs to accounting and archive them
Automatically monitor inbound invoice emails with PDF attachments across Gmail and archive folders in Google Drive. Create and update records when qualifying invoices arriveβso you can forward PDFs to accounting, label originals for visibility, and archive copies without manual inbox handling.
How this automation streamlines invoice intake and archiving
When new invoice emails arrive in the configured invoice inbox, delays can stall AP review and create messy paper trails. This automation filters qualifying PDF invoices, forwards them to accounting, labels the original message, and uploads an archived copyβso your team can keep processing moving without chasing attachments.
Gmailor swap with your favorite app
2.Filters PDF and non reminder emails
Integrate Filter by Zapier to continue only when PDF attachments exist and messages are not reminders.
Filter by Zapieror swap with your favorite app
3.Forwards PDF to accounting intake
Integrate Gmail to send the PDF attachment to your accounting intake address and map email fields for delivery.
4.Adds processed label to original
Integrate Gmail to apply a processed label to the original message for quick visibility in the invoice inbox.
5.Uploads invoice PDF to archive
Integrate Google Drive and cloud storage folders to upload the PDF into your archive folder with the subject filename.
Google Driveor 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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