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PDF invoice to Salesforce opportunity (AI)

When a PDF invoice lands in a Google Drive folder, AI extracts the buyer, totals and line items, upserts the Salesforce account, creates a Closed Won opportunity with its line items, and archives the PDF to OneDrive.

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Setup time

5 min

Apps

Engini AI Tools, Google Drive, OneDrive, Salesforce

Workflow

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How it works

Agent gateway and workflow automation on one iPaaS core.

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