1.Catches raw invoice hook
Integrate Webhooks by Zapier and automation workflows to route incoming invoice triggers to your processing steps.
When invoice email triggers arrive but attachments need cleanup and routing, billing can stall and invoices get delayed. This automation searches Gmail, filters for attachments, loops and sanitizes filenames, and uploads PDFs to FTPβso your team can batch billing fast.
Integrate Webhooks by Zapier and automation workflows to route incoming invoice triggers to your processing steps.
Integrate Gmail and email search tools to run your query and map message metadata and attachments.
Integrate Filter by Zapier and attachment checks to continue only when one or more attachments exist.
Integrate Looping by Zapier and looping logic to process each attachment and map filenames per item.
Integrate Code by Zapier and filename normalization tools to replace unsafe characters and generate fallback names.
Integrate EasyFTP and secure file transfer tools to upload each PDF to your configured FTP folder.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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