1.Captures inbound email with PDF
Integrate Email by Zapier and email inbox tools to capture inbound invoice PDFs and map the attachment to file input.
Store incoming vendor PDF invoices in creditor folders
Automatically detect new inbound email with attachment across Email by Zapier and Files By Zapier. Create creditor folder routing and alerts when invoice PDFs trigger matches, uploads succeed, or filing failsβso you can file invoices automatically, route to the right creditor, and notify finance without manual filing.
How this automation files creditor invoices automatically
When new inbound email with attachment arrives, delays can stall accounts payable and increase manual handling. This automation parses invoice PDFs, matches creditors to folders, and uploads files while notifying finance on failuresβso your team can file faster.
Email by Zapieror swap with your favorite app
2.Extracts text from the PDF
Integrate Files By Zapier and PDF parsing tools to extract text from the invoice PDF for keyword-based creditor matching.
Files By Zapieror swap with your favorite app
3.Finds creditor folder records
Integrate Zapier Tables and table lookup tools to find creditor records and corresponding folder paths for routing.
Zapier Tablesor swap with your favorite app
4.Uploads the PDF to the folder
Integrate Code by Zapier and WebDAV endpoint tools to determine the matching folder and upload the original PDF.
Code by Zapieror swap with your favorite app
5.Sends finance a failure email
Integrate Microsoft Outlook and notification tools to email finance when uploads fail and request manual filing.
Microsoft Outlookor 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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