1.Monitors new file in folder
Integrate Dropbox and file workflow tools to watch for new file uploads and capture contents and metadata for intake.
Send new vendor bills to accounting intake and file
Automatically monitor new or updated vendor bill files across Dropbox and Microsoft Outlook. Send bill emails to accounting intake and archive originals for bookkeeping and reconciliationβso you can avoid manual inbox chasing, attachment forwarding, and file organizing.
How this automation speeds up bill intake and filing
When new bill files land in your Dropbox folder, delays can slow bookkeeping and reconciliation. This automation filters invoice-like uploads and sends them to accounting intake while moving a clean archive copy for records.
Dropboxor swap with your favorite app
2.Filters qualifying invoice files
Integrate Filter by Zapier and document matching tools to continue only for invoice-like PDFs and images or filename patterns.
Filter by Zapieror swap with your favorite app
3.Sends intake email with attachment
Integrate Microsoft Outlook and email routing tools to forward the source file as an attachment to your accounting intake address.
Microsoft Outlookor swap with your favorite app
4.Moves file to accounting archive
Integrate Dropbox and file organization tools to move the original file into your configured finance archive folder.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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