1.Monitor new inbox attachments
Integrate Gmail and inbox monitoring tools to watch for new attachment emails and trigger invoice handling automatically.
Send received invoice PDFs to accounting inbox for billing
Automatically monitor new invoice PDF attachments across Gmail and accounting inboxes. Create and filter forwarded invoice emails when new attachment arrives or invoice PDFs land or subject matches monitored inboxβso you can reduce manual triage, speed approvals, and avoid missed invoices.
How this automation forwards invoice PDFs reliably
When invoice PDFs land in an inbox, delays can stall processing and create backlogs. This automation monitors Gmail attachments, transforms and filters invoice candidates, and sends qualified PDFs to your accounting teamβso your team can act faster.
Gmailor swap with your favorite app
2.Normalize filename and subject
Integrate Formatter by Zapier and text transform tools to lowercase and normalize filenames and subjects to standardize matching.
Formatter by Zapieror swap with your favorite app
3.Filter for invoice PDF attachments
Integrate Filter by Zapier and rules logic to continue only when invoice keywords match and the attachment ends with .pdf.
Filter by Zapieror swap with your favorite app
4.Send invoice PDF to accounting
Integrate Gmail and email delivery tools to send the qualified PDF to your accounting inbox with a mapped subject.
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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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