1.Watch for qualifying invoice emails
Integrate Gmail and email parsing tools to capture qualifying vendor invoice emails and extract body, attachments, sender, and received date.
Save invoice PDFs from email to Drive
Automatically monitor qualifying vendor invoice emails across Gmail and Formatter by Zapier. Create and update PDF files when invoice emails arrive, attachments appear, or vendor senders matchβso you can standardize filenames, share invoices, and prevent manual archiving.
How this automation protects your invoice records
When qualifying vendor invoice emails arrive, scattered inbox files can delay billing and create risky rework. This automation captures invoice email content, formats filenames, and creates PDF files in your shared driveβso your team can access invoices instantly.
Gmailor swap with your favorite app
2.Build a standardized filename
Integrate Formatter by Zapier and data formatting tools to transform the received date and combine sender labels for consistent filenames.
Formatter by Zapieror swap with your favorite app
3.Create PDF in shared folder
Integrate Google Drive and PDF conversion tools to create a PDF file in the configured shared folder using the formatted 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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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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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