Automatic upload of invoices/receipts to cloud storage

Purpose

1. Automate the collection and uploading of invoices/receipts generated by electrical repair shops to designated cloud storage, reducing manual effort.

2. Automatedly capture receipts/invoices from various sources: POS systems, email, device scans, or ERP outputs.

3. Automating safe archive, backup, and sharing in compliance with accounting, tax, and audit requirements.

4. Ensures automatable data consistency, disaster recovery, and collaboration for finance and admin teams.

Trigger Conditions

1. Invoice/receipt generated in POS, ERP, or accounting system.

2. New email with attached invoice or receipt received in monitored inbox.

3. File uploaded/scanned to a specified device folder or network location.

4. Manual upload event through web portal automatically triggers automator flow.

5. Scheduled automation to sweep and upload existing files at set intervals.

Platform Variants

1. Google Drive

• Feature: Files:Upload API – Automates file transfers to a folder. Config: service account credentials + folder ID.
  

2. Dropbox

• Feature: /files/upload endpoint – Automates direct file uploads. Config: app token + path.
  

3. Microsoft OneDrive

• Feature: driveItem: createUploadSession API – Automates chunked invoice uploads. Config: Azure app registration + file path.
  

4. Box

• Feature: File Upload API – Automates document cloud archiving. Config: developer token + folder ID.
  

5. Amazon S3

• Feature: PutObject operation – Automates bucket uploads. Config: access/secret keys + bucket name.
  

6. QuickBooks Online

• Feature: Attachments API – Automates receipt/image uploads to transactions. Config: OAuth tokens + transaction ID.
  

7. Xero

• Feature: Files API – Automates document association with financial records. Config: OAuth + folder assignment.
  

8. FreshBooks

• Feature: Expenses:UploadReceipt – Automates expense receipt cloud storage. Config: API key + expense ID.
  

9. Zoho Books

• Feature: Receipts API – Automating upload to expense entries. Config: access token + expense ref.
  

10. SAP Concur

• Feature: Receipt Image API – Automates submitting scanned receipts for financial matching. Config: API key + user ID.
  

11. Wave

• Feature: Receipt Upload API – Automates storing photos or scans in Wave. Config: OAuth + business ID.
  

12. Slack

• Feature: Files:Upload API – Automates sharing PDF invoices in private channels/cloud-integrated Slack folders. Config: bot token + channel ID.
  

13. Egnyte

• Feature: Upload – Automates saving documents in business content repositories. Config: API key + directory path.
  

14. Citrix ShareFile

• Feature: File Upload API – Automates secure, auditable file archiving. Config: client secret + folder ID.
  

15. Monday.com

• Feature: Files Column – Automates attaching files to records for project visibility. Config: integration recipe.
  

16. Airtable

• Feature: Attachment Field – Automates invoice uploads as record attachments. Config: API key + table/base ID.
  

17. Notion

• Feature: Files property via API – Automates storing files in Notion databases. Config: integration token + page ID.
  

18. Zoho WorkDrive

• Feature: Files Upload API – Automates team-wide invoice backups. Config: OAuth + folder ref.
  

19. M-Files

• Feature: REST API – Automates invoice uploads to enterprise document vault. Config: REST endpoint + vault ID.
  

20. NetSuite

• Feature: File Cabinet SuiteScript – Automates file saving on transaction events. Config: SuiteScript deployment.
  

21. SAP Business One

• Feature: Service Layer – Automates attachments to journal entries. Config: API session + object type.
  

22. Oracle Cloud ERP

• Feature: Web Services – Automates upload of expense receipts to the financial repository. Config: integration setup + object reference.
  

23. SharePoint Online

• Feature: Graph API/Files endpoint – Automates synchronized uploads to document libraries. Config: tenant credentials + library URL.
  

24. Zoho CRM

• Feature: Attachment API – Automates attaching invoices/receipts to Contact/Deal records. Config: OAuth + record ID.
  

25. Salesforce

• Feature: Files Connect API – Automates file uploads to Opportunities or Accounts. Config: connected app + record ID.
  

Benefits

1. Automates reduction in manual archiving workload and human error.

2. Ensures receipts/invoices are automatically backed up and easily accessible.

3. Enables automatable compliance with legal, tax, and audit protocols.

4. Centralizes finance documentation for automatable sharing, search, and reporting.

5. Increases speed and reliability of financial workflows through automated cloud processes.

6. Supports disaster recovery by automatedly duplicating files to secure cloud locations.

7. Automates the historical record-keeping for trend and compliance analytics.

8. Scalable and extensible for expanding business or multisite operations via automation.