1.Monitors new matching invoice attachment
Integrate Gmail and email search tools to detect invoice attachments, mapping the attachment file, message date, and sender text.
Save invoice PDFs from vendor emails to drive
Automatically capture PDF invoice attachments across Gmail and Google Drive. Create and update when invoice emails arrive, PDF attachments land, or invoice subject terms matchβso you can filter qualifying records, format invoice filenames, and upload standardized PDFs without manual inbox triage.
How this automation standardizes invoice PDF delivery
When invoice PDFs arrive in email, delays can slow review and payments. This automation monitors new email attachments and uploads standardized, dated files to Google Driveβso your team can review invoices faster.
Gmailor swap with your favorite app
2.Filters to qualifying PDF invoice records
Integrate Filter by Zapier and email criteria tools to continue only when the attachment is a PDF and it matches invoice criteria.
Filter by Zapieror swap with your favorite app
3.Formats date and cleans sender text
Integrate Formatter by Zapier and data formatting tools to format the message date and replace sender text prefixes for filenames.
Formatter by Zapieror swap with your favorite app
4.Uploads standardized invoice PDF to Drive
Integrate Google Drive and file storage tools to upload the attachment with a standardized filename into your configured folder.
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
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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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