Invoices from email into accounting, with approval

The scenario reads an invoice attachment in почта, asks for approval in okoCrm, creates the invoice in amoCrm, and tracks it in Microsoft SQL.

  • Invoice data read automatically
  • Booked only after your approval
  • The invoice created in accounting for you
  • Tracking and email labels handled
GmailXeroOCR.space
Set it up for yourselfScriptera

How it works

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

  1. Starts when: Gmail Trigger
  2. Then: Code in JavaScript
  3. Check: Has Valid Attachment?
  4. If yes: Extract Text
  5. Then: Parse Invoice Data
  6. Check: Check Qualification
  7. If yes: Append or update row in sheet
  8. Then: Format for Slack
  9. Then: Clean Invoice Payload
  10. Then: Slack Approval Request
  11. Check: Was Approved?
  12. If yes: Get many contacts
  13. Then: Create invoice
  14. Then: Add Processed label
  15. Then: Update Approved Status
  16. Then: Success message
  17. If no: Add Rejected label
  18. Then: Update Rejected Status
  19. Then: Rejection message
  20. If no: Slack Rejection message

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

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