1.Detect new qualifying invoice attachment
Integrate Gmail and inbox filters to qualify invoice PDFs by filename or subject and trigger downstream processing.
Update finance ticket from invoice email and log
Automatically monitor new invoice attachments across Gmail and archive invoice files in Google Drive for auditability. Update the HubSpot finance ticket and the Master Remittance Tracker when qualifying invoice PDFs arrive or parse successfullyβso you can create remittance rows, upload file links, and reduce ticket rework without manual data entry.
How this automation updates your finance tickets
When qualifying invoice PDFs arrive in an inbox, delays in processing can stall approvals and create mismatched records. This automation parses invoices, creates remittance tracker entries, and updates HubSpot finance ticketsβso your team can reconcile faster without manual rekeying.
Gmailor swap with your favorite app
2.Upload invoice file to Drive
Integrate Google Drive and file storage tools to upload the attachment and capture the Drive file link for audit trails.
Google Driveor swap with your favorite app
3.Parse invoice fields from PDF
Integrate PDF.co and document parsing tools to extract reference, numeric amounts, and dates from the Drive file URL.
PDF.coor swap with your favorite app
4.Create remittance tracker row
Integrate Google Sheets and reporting tools to create a Master Remittance Tracker row with parsed fields and file link.
Google Sheetsor swap with your favorite app
5.Update finance ticket with parsed data
Integrate HubSpot and CRM ticketing tools to find or create the ticket and update finance properties with parsed values.
HubSpotor swap with your favorite app
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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