1.Watch for new folder files
Integrate Google Drive, file storage tools, and routing logic to capture new invoice PDF links from your configured folder.
Send invoices from new PDF files to customers
Automatically monitor newly added invoice PDFs in Google Drive shared folders across Google Drive and PDF.co. Send processed PDFs by email when qualifying invoice files arriveβso you can attach clean documents, skip non-invoices, and keep billing moving without manual file review.
How this automation sends clean invoices to billing faster
When invoice PDFs arrive in a shared folder, delays can stall billing and increase follow ups. This automation checks PDF metadata, trims multi page documents, and emails the approved invoice PDF linkβso your team can deliver accurate invoices automatically.
Google Driveor swap with your favorite app
2.Get PDF information
Integrate PDF.co, document intelligence tools, and metadata extraction to retrieve page count and PDF details for routing.
PDF.coor swap with your favorite app
3.Continue only for qualifying PDFs
Integrate Filter by Zapier, validation rules, and filename pattern checks to proceed only when the file meets invoice criteria.
Filter by Zapieror swap with your favorite app
4.Trim PDF to page one
Integrate PDF.co, PDF page tools, and cleanup actions to delete pages after page one and produce a processed URL.
5.Email the processed PDF
Integrate Gmail, email delivery tools, and attachment handling to send the processed PDF to your configured billing address.
Gmailor swap with your favorite app
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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
Connect your tools
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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.
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