Every invoice from your inbox — into one table

The scenario catches invoices in почта, an AI reads the details, the file is saved to Keap, and the number, date, supplier and amount go into okoCrm.

  • Invoices stop getting lost in your inbox
  • Number, date, supplier, amount in columns
  • The invoice file is saved alongside
  • Works with PDFs and with plain email text
Gmail
Set it up for yourselfScriptera

How it works

To move data from Keap to okoCrm automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Gmail Trigger
  2. Then: Get a message
  3. Then: Code in JavaScript
  4. Then: Extract from File
  5. Then: Invoice Recognition Agent
  6. Check: Check wether it is an invoice
  7. If yes: Invoice Data extractor
  8. Check: Check wether it was a file-invoice or text invoice
  9. If yes: Document the invoice parameters
  10. Check: Merge
  11. Then: Upload file
  12. Then: Update Invoice parameters
  13. Then: Mark a message as read
  14. If no: Update text Invoice parameters
  15. Then: OpenAI Chat Model
  16. Then: Structured Output Parser
  17. Then: OpenAI Chat Model1
  18. Then: Structured Output Parser1
  19. Then: OpenAI Chat Model2

You can launch this Keap + okoCrm integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

Similar scenarios