1.Watch sent mailbox for invoice PDFs
Integrate Gmail and email search tools to watch Sent mailbox for invoice-matching emails and pull PDF attachments.
Send invoice PDFs to internal billing and contact
Automatically monitor Sent mailbox emails across Moskit and Gmail for invoice PDF attachments. Automatically forward invoice PDFs to your billing address and the contact owner when invoice subject matches, invoice PDFs are attached, or matching emails are sentβso you can deliver billing copies, route context to owners, and avoid manual forwarding.
How this automation forwards invoice PDFs with context
When invoice PDFs arrive in inboxes without a clear owner, billing may miss context and copies. This automation monitors sent invoice emails, finds contact owners, filters PDFs, and sends billing and owner emailsβso your team can close the loop fast.
Gmailor swap with your favorite app
2.Find contact owner by email
Integrate Moskit and CRM lookup tools to match recipient emails to contact records and return the responsible owner email.
Moskitor swap with your favorite app
3.Filter to PDF attachments
Integrate Filter by Zapier and document detection to continue only when attachment filenames or MIME types indicate PDFs.
Filter by Zapieror swap with your favorite app
4.Send invoice PDF to billing
Integrate Gmail and email delivery tools to send the original PDF to the billing address and contact owner with the original subject.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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