From invoice email to a complete CRM record.
An automated workflow retrieves filtered emails through the Gmail API, downloads PDF attachments, extracts invoice information, and populates the corresponding fields in Zoho CRM. It also attaches the original PDF to the record and sends a summary email after processing.
The problem
Processing invoice emails involves several repetitive steps: finding the right messages, downloading documents, reading invoice details, entering CRM data, and keeping the source files connected to their records.
Workflow
- 01Retrieve emails matching configured filters through the Gmail API.
- 02Download their PDF attachments.
- 03Parse the PDFs and extract invoice information.
- 04Create and populate the corresponding Zoho CRM records.
- 05Attach the original PDFs to those records.
- 06Send a processing summary by email.
Value
Connects document handling, data entry, and reporting into one workflow, reducing manual handoffs and keeping source documents accessible from the CRM.
- Python
- Gmail API
- PDF Parsing
- Zoho CRM API
- Email Automation