Save payment receipts to client folders by developer

Your payment receipt emails often lack structure, delaying reconciliation. They are saved into developer and project folders so PDFs are audit-ready for month-end.

Workflow preview:

Zap details:

Overview

When payment receipts arrive in email, manual filing slows reconciliation and introduces audit risk. This flow extracts developer and project context from the subject and files the PDF into a structured client/project/year/month folder, delivering audit-ready evidence for month-end in minutes.