1.Monitors new mailbox attachments
Integrate Gmail and email inbox tools to capture new attachment files to trigger invoice forwarding.
Send incoming invoice PDFs to accounting upload mailbox
Automatically detect invoice PDF attachments across Gmail. Automatically forward qualifying PDFs to your external accounting upload address when a new attachment arrives, an invoice PDF is attached, or filenames end with PDF—so you can forward invoices, attach originals, and skip non invoices without manual triage.
How this automation forwards invoices before month end
When invoice PDFs arrive in your inbox, delays can disrupt bookkeeping around month end. This automation filters qualifying attachments and forwards the original PDF to your configured accounting upload address—so your team can keep invoices moving without rechecking emails.
Gmail (Englisch)or swap with your favorite app
2.Filters for qualifying invoice PDFs
Integrieren Sie Filter by Zapier and validation rules to continue only when filenames end in PDF.
Filter von Zapieror swap with your favorite app
3.Forwards PDFs to accounting upload
Integrate Gmail and email routing tools to send the PDF to your configured accounting upload address.
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