1.Detect billing-label message attachments
Integrate Gmail, email inbox tools, and attachment metadata to detect billing-label emails with PDFs and trigger processing.
Send invoice PDFs to accounting import and flag emails
Automatically monitor new billing-label email attachments in Gmail and map each PDF to the right accounting intake. Create and update intake and status by forwarding invoice PDFs, labeling processed messages, and flagging missing PDFsβso you can route work, reduce follow-up, and notify finance without manual triage.
How this automation protects your invoice intake
When invoice PDFs arrive in billing-label emails but need manual routing, delays can stall accounting imports. This automation filters PDF attachments, routes by recipient, forwards invoice PDFs to accounting intake, labels processed messages, and flags missing PDFsβso your team can import invoices without chasing emails.
Gmailor swap with your favorite app
2.Continue only for PDF attachments
Integrate Filter by Zapier and MIME type checks to pass only attachments that match PDF filename or attachment signals.
Filter by Zapieror swap with your favorite app
3.Route by original recipient address
Integrate Paths by Zapier and routing rules to match the original recipient and select the correct accounting intake.
Paths by Zapieror swap with your favorite app
4.Forward PDF to accounting intake
Integrate Gmail and email delivery tools to send the PDF and map subject and snippets to the routed intake message.
5.Add processed label on success
Integrate Gmail and email tagging to apply the processed label after the forward completes for that message.
6.Post fallback alert for missing PDFs
Integrate Slack and team messaging to post sender, subject, and a snippet when a PDF is not detected.
Slackor swap with your favorite app
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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