Active

When Vendor invoice received (Email to invoices@), run 4 steps. Locked projects are skipped.

Back

TriggerVendors

Via

Fires when: Vendor invoice received (Email to invoices@)

then check

Conditionsall must match

No conditions — runs for every matching trigger (locked projects still skipped).

then do

1AI step· AI extract fields: extract vendor, invoice #, amount

Operation

Instruction

2AI step· AI match to record: WO by project number

Operation

Instruction

3Branch on reply / event· Branch on field value: yes → status On hold · no → Continue

Branch on

If yes

If no

Yes → status On hold

No → Continue

4Create record· Create Inbox item: Morgan

Type

Details

End · exits on: reply, stage change, project locked, do-not-contact

Name

ActiveFires on matching events. Paused keeps enrolled records in place.Skip locked projectsNever act on Billed / Closed work unless explicitly allowed (PRD T46).Business hours onlyHold emails/SMS until Mon–Fri 7:30am–5:00pm CT.

Runs97

Failures2

Last run11h ago

StepsAI step, AI step, Branch on reply / event, Create record

Failed steps retry 3× with backoff, then surface in Inbox. Reversible runs can be undone from the run log.

Active

Variables you can use

Active

Variables you can use