Invoices from a folder — straight into CRM deals

You drop an invoice in a folder, and the scenario reads it, creates the client and the deal in your CRM with line items and amounts, and archives a copy.

• Watches a folder and picks up new invoices
• Pulls out amounts, products and the buyer
• Creates the client and deal in the CRM
• Keeps a copy of the invoice in an archive

Microsoft OneDriveAirtopAnthropicAWS S3BambooHRBoxDatabricksDropboxFTPGoogle DriveGoogle GeminiKeapMicrosoft SharePointNetscaler ADCNextcloudOpenAIS3SeaTableServiceNowSlackSSHGoogle DriveSalesforceSalesforce