1.Detect new file in intake folder
Integrate Dropbox to detect incoming invoice PDFs and to extract invoice inputs for processing.
Send invoice reminder emails from new invoice PDFs
Automatically detect new invoice PDFs across Dropbox and invoice processing apps. Instantly send reminder emails when new PDFs arrive, files hit the intake folder, or invoice PDFs are uploadedβso you can extract invoice details, email reminders, and archive processed files without manual follow-up.
How this automation protects cash flow with timely reminders
When new invoice PDFs are uploaded to your intake folder, delays can stall outreach and slow collections. This automation extracts invoice data and finds customer records, sends reminder emails and archives the original PDFβso your team can reduce late payments.
Dropboxor swap with your favorite app
2.Extract invoice details from PDF
Integrate PDF-app and document parsing tools to extract invoice number, due date, customer name, and the original PDF file.
PDF-appor swap with your favorite app
3.Normalize due date for email
Integrate Translate by Zapier and date formatting tools to normalize extracted due date text for the reminder email body.
Translate by Zapieror swap with your favorite app
4.Lookup customer billing record
Integrate Zapier Tables and billing database tools to find a matching customer record and return email and display name.
Zapier Tablesor swap with your favorite app
5.Send reminder email with PDF
Integrate SMTP by Zapier and email delivery tools to send the reminder email and attach the original PDF file.
SMTP by Zapieror swap with your favorite app
6.Archive file to Sent folder
Integrate Dropbox and file management tools to move processed PDFs into the configured Sent archive folder.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: NetSuite, Filter by Zapier, Formatter by Zapier, Microsoft Dynamics 365 CRM, Looping by ZapierSwap with your favorite apps.
Add and update invoice records in central billing database
Your ERP invoice updates often miss customer or department links, causing manual lookups and billing delays. Keep invoice headers and lines synced so finance can reconcile and bill on schedule.
- Apps: Simpro, Filter by Zapier, Google SheetsSwap with your favorite apps.
Add approved job invoices to ledger sheet
Your job invoices are often unrecorded after field updates, delaying cashflow visibility and manual reconciliation. It records approved invoices to your ledger so billing is ready same day.
- Apps: ServiceTitan, Filter by Zapier, Code by ZapierSwap with your favorite apps.
Add assessment fee to scheduled job invoices by business unit
Your scheduled job invoices sometimes omit diagnostic fees for certain business units, creating billing and reconciliation delays. Add the correct fee so billing collects revenue before next cycle.
- Apps: Xero, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add authorised supplier bills to cashflow master sheet
Authorised supplier bills sit only in accounting, causing cashflow blind spots for finance. Finance and billing staff get consolidated cashflow rows same day, enabling on-time payment decisions.
- Apps: Webhooks by Zapier, Code by Zapier, Looping by Zapier, Google SheetsSwap with your favorite apps.
Add bill line items to spreadsheet for purchasing
Your supplier bills arrive without structured line items, blocking price reconciliation and timely payments. Get line-item rows into your ledger same-day.
- Apps: Email by Zapier, Webhooks by Zapier, Google SheetsSwap with your favorite apps.
Add cloud provider invoices to central finance spreadsheet
Your cloud invoices arrive by email and aren't captured centrally, causing manual work and delayed reconciliation. Record each invoice into a shared finance sheet so billing can reconcile faster.
- Apps: Lev, LeadConnector, Google SheetsSwap with your favorite apps.
Add completed service invoices to finance report sheet
Your completed invoices go unlogged when stage updates aren't captured, delaying reconciliation. Rows are added to a central finance sheet so accounting can reconcile the same day.
- Apps: Ninja Forms, Formatter by Zapier, AirtableSwap with your favorite apps.
Add contractor invoices from forms into billing records
Your contractor invoice submissions arrive unstructured and clog email, delaying approvals. Capture each form as a structured billing record so billing staff can start payments same day.
- Apps: Jotform, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add contractor invoice submissions to your payments tracker
Your contractor invoice form submissions scatter payment info and delay payouts. Capture each submission into one payments sheet so billing can process same-day.
- Apps: Webhooks by Zapier, HubSpot, Looping by Zapier, Filter by Zapier, Formatter by ZapierSwap with your favorite apps.
Add course line items to draft invoice and send
Your course invoices miss line item details after CRM updates, causing reconciliation delays and payment confusion. It adds matched course line items and emails the invoice the same day.
- Apps: Xero, Filter by Zapier, Formatter by Zapier, SmartsheetSwap with your favorite apps.
Add draft bills to approval sheet for review
Your draft bills in accounting sit unreviewed, blocking approvals and delaying vendor payments. Billing staff can review and approve invoices same day.
- Apps: QuickBooks Online, Filter by Zapier, SmartsheetSwap with your favorite apps.
Add edited invoices to your invoice tracker sheet
Your edited invoices sometimes miss the billing tracker, leaving project and billing teams without job context. It logs rows and updates invoice tracking so reconciliation and dispatch happen before the next run.
- View all
Explore all invoice processing & management automations
Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.