Integrating Zapier with Receipt Bot

Integrating the Receipt Bot with Zapier helps automate the document upload process from platforms such as Google Drive, OneDrive, Dropbox, and more. This allows you to set up workflows that automatically send files to Receipt Bot without any manual effort. 

This article provides a detailed step-by-step guide to connecting Receipt Bot with Zapier and creating automated file upload workflows. 

Steps to Integrate Receipt Bot with Zapier  

Follow these simple steps to set up the Zapier integration for automated file uploads. 

Step 1 – Navigate to the Business Configuration page from the Business menu. 

Step 2 – Select the Integrations option from the business configuration settings. 

Step 3 – Click the File Upload API tab.  

Step 4 – Click the Connect button next to the Zapier Integration label. 

This will open a new window, where you will be prompted to log in to your Zapier account (if you’re not already logged in). 

Step 5 – Click “Use this workflow” to select your preferred workflow template.  
Alternatively, you can create a custom workflow tailored to your specific needs. In this article, we are using Google Drive as an example. 

Step 6 – From the setup panel, select an app for the trigger. The trigger action can be something that returns a file that must be uploaded to Receipt Bot. Such as New File in Folder for your google Drive or OneDrive or SharePoint.  

Step 7 – Follow the instructions to complete the trigger app form. In case of google drive, it will be google account, drive and folder to monitor.  
Pro tip: You can create multiple zaps in Zapier to create multiple workflows to monitor folders for each client.  

Step 8 – Click Continue. 

Step 9 – Click Test Trigger to verify that everything is working correctly.  

Note: Zapier will check the folder you selected for recent files and confirm the connection. 
Once your trigger for Google Drive is set up, the next step is to configure the action. In this case, it will be to upload file to Receipt Bot.  

Step 10 – Select Upload Document in the Action Event section. 

Step 11 – Under the Account field, click Select and choose Connect to a New Account. 

Step 12 – In the pop-up, enter your Receipt Bot Account Name, API Key, and Business ID. 
You will find these details in the File Upload API under the Business configuration menu. 

Step 13 – Click Yes, Continue to Receipt Bot to confirm the connection. 

Step 14 – Click Continue to proceed. 

Step 15 – For the File to upload, select the file object from your Google Drive trigger. 

Step 16 – Enter the file name. You can map it from Google Drive or type it manually. In the case of a template, it should already be populated for you.  

Step 17 – Select the relevant Module (e.g., Purchase Invoices, Sales Invoices, or other document modules available in Receipt Bot). 

Step 18 – Choose the Document Type from the dropdown.
Available options are Invoice (Purchase), Invoice (Sales), Credit Note, Remittance Advice, Payment Confirmation, and Customer Credit. 
It is optional, and you can leave it blank.  

Step 19 – Once all details are set, click Continue. 

Step 20 – Select Test Setup to verify the connection and file mapping. 
Note: If the test is successful, a confirmation message will appear, and the sample file from the Google Drive will be uploaded to Receipt Bot.

Step 31 – Click Publish to activate your Zap. 
Note: From this point on, any new file added to the selected Google Drive folder will be automatically uploaded to Receipt Bot. 

Integration using the Receipt Bot Mobile Apps 

Receipt Bot mobile apps do not currently allow integration with Zapier. 

Frequently Asked Questions (FAQs) 

Q: Do I need a Zapier subscription to use this integration with Receipt Bot? 
A: No, you can use Zapier’s free plan to set up basic workflows (Zaps) between Receipt Bot and apps like Google Drive or OneDrive. However, some advanced features or multi-step Zaps may require a paid Zapier plan. 

Q: Will Zapier upload files to the correct business in my Receipt Bot account? 
A: Yes. The Zapier connection is tied to the business profile you’re logged into when generating the API connection. If you manage multiple businesses in Receipt Bot, make sure you’re connected to the correct one before setting up the Zap.