Invoices from email — to storage and a log automatically

The scenario catches emails with invoices, saves the PDF attachment to Keap, and adds a row to NocoDB: from whom, when, and a link to the file.

  • Invoices are saved for you, no downloading
  • Each one — in a register with a file link
  • Emails without attachments are skipped
  • Processed mail is marked — no repeats
Gmail
Set it upScriptera

How it works

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

  1. Starts when: Gmail Trigger
  2. Check: Has PDF Attachments?
  3. Check: If
  4. If yes: Upload to Google Drive
  5. Then: Log to Google Sheets
  6. Then: Mark Email as Read

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

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