Automate Invoice Intake from Dropbox to Email (Compressed PDF)

Create a Dropbox shared link for new invoice PDFs, compress them, and email the accounting team for faster review and payment processing.

Apps used

Created by Milagros

Installed by 3 users

When
Default app icon
Dropbox
Runs Every 15 Minutes
Do
Workflow step icon
Create Shared Link
generate_download_link
Workflow step icon
Compress PDF Document
Workflow step icon
Send Mail

Automate Invoice Intake from Dropbox to Email (Compressed PDF)

Instructions

Automate Invoice Intake from Dropbox to Email (Compressed PDF)

Introduction

Speed up accounts payable by auto-sharing, compressing, and emailing new invoice PDFs the moment they land in your Dropbox đź“©

Trigger Event

A new PDF invoice is added to a designated Dropbox folder.

Actions

  • Instantly create a shared link for the new file so it’s accessible to the team.
  • Convert that link into a direct download link to ensure smooth processing.
  • Compress the PDF to reduce size without losing readability—ideal for quick emailing and storage.
  • Send an email to the accounting team with the compressed invoice attached and a clear subject so they can review and process payment.

Benefits

  • ✔️ Zero manual downloading and re-uploading
  • ✔️ Smaller file size for faster emailing and easier storage
  • ✔️ Immediate notification to accounting for quicker approvals
  • ✔️ Fewer errors and consistent process for every new vendor invoice

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Frequently Asked Questions

What does this template do and who is it for?

This template automates a specific workflow by connecting multiple apps and removing manual steps. It’s useful for anyone who wants to save time, reduce errors, and streamline repetitive tasks using automation.

Do I need technical knowledge to use this template?

No. You can install and customize this template without writing any code. Everything is done through simple configuration.

Which apps are required, and can I customize or extend the workflow?

Only the apps shown on the template page are required. You can customize messages, add or remove steps, apply conditions, connect more apps, and add extra actions like notifications, data updates, or triggering other automations.

Is this template suitable for real business use and multiple use cases?

Yes. Once configured, it can be used for live workflows and production systems. You can also duplicate the template and customize it for different teams or processes.

How long does setup take, and can I manage the workflow later?

Most templates can be set up in just a few minutes. You can pause, edit, duplicate, or delete the workflow anytime.

Do I need a paid plan, and where can I get help if needed?

You can start with the free plan; limits depend on your viaSocket plan and usage. If you need help, you can contact viaSocket support, check the Knowledge Base, or book a demo.