1.Detect new inbox PDF attachment
Integrate Gmail and email context tools to trigger workflow intake when a new PDF attachment is received.
Create sales invoices from inbox PDF attachments and log
Automatically detect new PDF attachments in Gmail across your inbox to start invoice intake in accounting workflows. Create and update when totals parse, dedupe logs prevent duplicates, and invoice records get posted so you can invoice faster without manual processing.
How this automation speeds up invoicing from your inbox
When new attachment in Gmail inboxes arrives, invoices can stall and duplicates inflate AR work. This automation classifies invoice PDFs, dedupes intake logs, and creates sales invoices and clearing entries—so your team can reconcile faster.
Gmailor swap with your favorite app
2.Parse invoice PDF fields
Integrate PDF.co and document parsing tools to extract invoice number, total, line items, and dates.
PDF.coor swap with your favorite app
3.Deduplicate invoice log records
Integrate Zapier Tables and database tools to find or create a dedupe record by filename and filesize.
Zapier Tablesor swap with your favorite app
4.Create sales invoice record
Integrate Exact Online and invoice mapping tools to create posted invoices and attach the original PDF.
Exact Onlineor swap with your favorite app
5.Add clearing worksheet row
Integrate Google Sheets and spreadsheet reporting tools to add invoice id, status, and processed timestamp.
Google Sheetsor swap with your favorite app
6.Send follow-up alert for mapping gaps
Integrate Slack and alerting tools to notify when client codes or mapping misses require manual follow-up.
Slackor swap with your favorite app
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Explore all invoice-to-cash automations
Accelerate cash collection with automated payment alerts, invoice updates, and overdue follow-up
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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