1.Detect new email in folder
Integrate Microsoft Office 365 and email inbox monitoring to watch the configured mailbox folder and capture incoming message details to process.
Send received supplier invoices to processing inbox for capture
Automatically detect new invoice emails in a monitored Microsoft Office 365 folder across email and automation tools. Automatically route qualifying messages when invoice emails arrive, attachments appear, or invoice indicators matchβso you can normalize content, skip duplicates, and send intake forwards without manual forwarding.
How this automation streamlines invoice intake forwarding
When new email arrives in a monitored folder, missed invoice intake can slow payments and create follow-up gaps. This automation normalizes message content and attachment filenames, filters qualifying records, and sends the invoice email to your accounting intake addressβso your team can process invoices faster.
Microsoft Office 365or swap with your favorite app
2.Normalize content and filenames
Integrate Formatter by Zapier and document parsing tools to normalize subject and body fields and to clean attachment filenames.
Formatter by Zapieror swap with your favorite app
3.Filter qualifying invoice records
Integrate Filter by Zapier and rules logic to continue only when attachments exist or invoice indicators match and are not duplicates to proceed.
Filter by Zapieror swap with your favorite app
4.Send intake email with attachments
Integrate Microsoft Office 365 and email delivery tools to send a new message to your accounting intake address and attach mapped files.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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