1.Watch new invoice emails in folder
Integrate Microsoft Outlook and email inbox folders to monitor invoice emails, passing body, subject, attachments, and sender metadata into the flow.
Upload invoice PDFs from email into accounting records
Automatically watch for new invoice emails and attachments across Microsoft Outlook and Zapier supported apps for accounting. Create and update invoice PDFs when attachments arrive, archived files extract, or in-body HTML invoices convertβso you can classify, generate, and upload records without manual bookkeeping.
How this automation uploads invoice documents into accounting records
When new invoice emails arrive in the configured invoice folder, delays can stall bookkeeping and create missing documents. This automation monitors the inbox, parses and converts invoices into a single PDF, and uploads the result into accounting recordsβso your team can keep records current.
Microsoft Outlookor swap with your favorite app
2.Parse attachments and body
Integrate Code by Zapier, PDF parsers, and file filtering to parse attachments and body for PDF files and invoice content signals.
Code by Zapieror swap with your favorite app
3.Extract archived files when needed
Integrate Zip Archive API and archive extraction tools to extract compressed invoice files and map extracted names and links.
Zip Archive APIor swap with your favorite app
4.Generate a PDF from HTML
Integrate APITemplate.io and HTML templating to convert in-body invoice content into a single PDF when no attachment exists.
APITemplate.ioor swap with your favorite app
5.Upload document to accounting records
Integrate Lexware Office and document upload endpoints to upload the final PDF file or fetched file URL into accounting records.
Lexware Officeor swap with your favorite app
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