1.Monitor new email for invoices
Integrate Microsoft Outlook, email inbox monitoring, and attachment extraction to detect new invoice or statement messages for routing.
Send vendor invoice emails to central invoices mailbox
Automatically detect incoming vendor invoice or statement emails across Microsoft Outlook and route them for centralized handling. Get forwards with attachments to your invoices mailbox and BCC accounting when invoice emails arrive, statement emails arrive, or new attachments appearβso you can stop manual forwarding and reduce missed invoices.
How this automation protects invoice handoffs
When new vendor invoice emails arrive without consistent routing, attachments and context can get overlooked. This automation monitors incoming messages, filters qualifying invoices, and forwards emails and files to your centralized invoices mailboxβso your team can reduce manual forwarding.
Microsoft Outlookor swap with your favorite app
2.Filter for matching invoice emails
Integrate Filter by Zapier and invoice validation rules to continue only when subject patterns, recipient match, and attachments are present.
Filter by Zapieror swap with your favorite app
3.Send forwarded invoice email
Integrate Microsoft Outlook and email delivery to forward the original subject, body, and attachments to your invoices mailbox with BCC.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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