1.Detect new invoice PDF
Integrate Google Drive and cloud storage to watch your intake folder and pass each new invoice PDF into the flow.
Send incoming invoice PDFs to accounting and file
Automatically monitor new invoice PDFs in Google Drive intake folders across your documentation stack. Send invoices to your accounting upload endpoint, then create year archives and move files for audit-ready trackingβso you can avoid manual routing, filing, and follow-up.
How this automation accelerates year-based invoice filing
When new invoice PDFs arrive in your intake folder, delays can break audit-ready workflows. This automation formats created dates, sends uploads to accounting, and archives originals automaticallyβso your team can file invoices without chasing documents.
Google Driveor swap with your favorite app
2.Formats created date to year
Integrate Formatter by Zapier and reporting tools to format the created date into a year value for folder naming and email subject.
Formatter by Zapieror swap with your favorite app
3.Sends invoice to accounting
Integrate SMTP by Zapier and email delivery tools to send the PDF attachment with a year-based subject to accounting.
SMTP by Zapieror swap with your favorite app
4.Find or creates year archive
Integrate Google Drive and document archiving tools to locate or create a {year}_archive folder in your parent archive folder.
5.Moves file into processed folder
Integrate Google Drive and audit trail storage to move the processed file into the found archive folder.
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