1.Detect new attachment invoices
Integrate Gmail and email inboxes to watch for new message attachments from a configured inbox label.
Send invoice attachments to your accounts processing team
Automatically monitor new invoice attachments across Gmail inboxes and routing rules. Route invoice files when invoice-like filenames arrive or refunds are received or matching recipient patterns showβso you can filter attachments, format the month subject, and forward them for immediate processing without manual sorting.
How this automation forwards invoice attachments to your AP queue
When invoice attachments pile up in an inbox, processing can stall and billing workflows lose time. This automation filters invoice-like files, formats the month subject, and forwards attachments to your accounts payable inboxβso your team can process immediately.
Gmailor swap with your favorite app
2.Filters invoice-like attachments
Integrate Filter by Zapier and invoice routing rules to continue only when filenames or recipient patterns indicate invoices or refunds.
Filter by Zapieror swap with your favorite app
3.Formats month and year subject
Integrate Formatter by Zapier and date formatting tools to convert the current date into MM and YYYY for the email subject.
Formatter by Zapieror swap with your favorite app
4.Sends invoice files to AP
Integrate Gmail and accounts payable inboxes to send the email with the original attachment and the formatted subject.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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