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 2 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)

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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 📩

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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