1.Detects new email
Integrate Microsoft Exchange and email handling tools to watch for new inbound billing messages to trigger contact creation.
Create billing contact records from emails and log messages
Automatically monitor new emails across Microsoft Exchange, Zapier Tables, and HighLevel. Create and update when billing email arrives, billing intent appears, or sender address is excludedβso you can create contact records, extract billing details, and tag for AR triage without manual copy and paste.
How this automation protects billing triage from missed emails
When billing emails arrive without clean contact context, triage slows and billing follow-up gets delayed. This automation formats sender data, filters exclusions, extracts contact details, and updates HighLevel contactsβso your team can respond faster.
Microsoft Exchangeor swap with your favorite app
2.Trims sender email
Integrate Formatter by Zapier and data cleanup tools to normalize the sender email for reliable contact lookups.
Formatter by Zapieror swap with your favorite app
3.Excludes matching records
Integrate Zapier Tables and exclusion lists to find matching keys and skip processing for excluded addresses.
Zapier Tablesor swap with your favorite app
4.Extracts contact details
Integrate AI by Zapier and message parsing tools to extract structured contact fields and billing intent from the email body.
AI by Zapieror swap with your favorite app
5.Adds or updates contact
Integrate HighLevel and CRM contact fields to create or update records, notes, and a billing tag from AI output.
Levor swap with your favorite app
6.Marks email read
Integrate Microsoft Office 365 and email status tools to mark the processed message as read so inboxes stay current.
Microsoft Office 365or swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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