1.Monitors labeled invoice emails
Integrate Gmail and email filtering tools to detect labeled vendor invoice emails and pull sender, subject, received time, and attachments.
Send incoming vendor invoices to job owners for triage
Automatically monitor labeled vendor invoice emails across Gmail and send them to ops recipients with original attachments. Forward each invoice and create a tracking recordβso you can route billed jobs faster, reduce triage delays, and avoid manual invoice forwarding.
How this automation speeds up invoice triage
When labeled vendor invoice emails arrive, delays can stall job assignment and downstream approvals. This automation uses Gmail to forward invoice details and attachments and Zapier Tables to create a tracking recordβso your team can identify and assign billed jobs quickly.
Gmailor swap with your favorite app
2.Normalizes invoice fields
Integrate Formatter by Zapier and data transformation tools to map subject, extract attachment fields, and standardize sender and timestamps for logging.
Formatter by Zapieror swap with your favorite app
3.Forwards invoices to ops
Integrate Gmail and email routing tools to send forwarded invoice emails to ops recipients with mapped subject and original attachments.
4.Creates invoice tracking record
Integrate Zapier Tables and reporting systems to create a tracking row mapping sender, subject, received time, attachment presence, and forwarded recipients.
Zapier Tablesor 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
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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