1.Monitors new attachment in inbox
Integrate Gmail, email inboxes, and attachment payloads to capture incoming messages and expose metadata.
Send invoice attachments to accounting inbox for processing
Automatically monitor new invoice attachments in Gmail across Gmail inboxes. Automatically route when invoice keywords appear, attachment payloads arrive, or invoice emails match criteriaβso you can forward attachments to accounting, add context to each file, and reduce email triage without manual paperwork.
How this automation accelerates invoice posting
When new invoice attachments land in inboxes, delayed review can stall posting. This automation validates invoice signals and forwards ready attachments to your accounting inboxβso your team can process invoices faster.
Gmailor swap with your favorite app
2.Filters invoice keyword matches
Integrate Filter by Zapier, email parsing rules, and keyword checks to continue only for qualifying invoice messages.
Filter by Zapieror swap with your favorite app
3.Sends invoice email to accounting
Integrate Gmail and email forwarding tools to send the attachment and context to your configured accounting inbox.
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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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Define the trigger
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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