Upload documents for bookkeeping purposes from Gmail inbound email attachments [Business Gmail Accounts Only]

First, we need to connect Gmail and lexoffice to Zapier.

• 

  Create Zapier account.

  Create Zapier account if you don't have one.

• 

  Connect Gmail to Zapier.

  Give Zapier access to your Gmail account, using Gmail credentials.

• 

  Connect lexoffice to Zapier.

  Give Zapier access to your lexoffice account, using lexoffice credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

• 

  Set up a Trigger action for Gmail

  Choose the following trigger: New Attachment (Triggers when you receive a new attachment (triggers once per attachment).).

• 

  Then set up an Action for lexoffice

  Choose this action: Upload Document for Bookkeeping Purposes (Uploads document for bookkeeping purposes (PDF/JPG/PNG).).

Finally, we need to test this automation and publish it.

• 

  Customize data flow

  Configure the data that is exchanged between Gmail and lexoffice.

• 

  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Upload documents for bookkeeping purposes from Gmail inbound email attachments [Business Gmail Accounts Only]!