Sebastian de GoeijShort answer
Invoices from a mailbox reach Autoboeker automatically in three ways. Autoboeker Connect links Gmail or Outlook directly and scans every hour. Your own e-mail address forwards to the administration's Autoboeker address. And Zapier, Make or n8n let you build your own automation that forwards e-mails with attachments. For most firms Connect is the simplest choice.
Key takeaways
- Connect: Gmail or Outlook directly, scanned every hour, no external tool.
- Own address: works only if it exists and forwards to the Autoboeker address.
- Zapier, Make and n8n: for custom filters and routes.
- Autoboeker processes the attachment, not the e-mail text.
Which route fits your firm?
It depends on how much control you want and who manages the mailbox.
| Route | Best for | Setup |
|---|---|---|
| Autoboeker Connect | Most clients and firms | Client dashboard → Connections & Integrations |
| Own address with forward | Firms with their own mail server | Create address, set forward, enter it on the administration |
| Zapier | Simple no-code automation | New e-mail with attachment → send e-mail |
| Make | Visual scenarios with filters | Watch Emails, filter, Send an Email |
| n8n | Self-hosted, full control | Gmail or Outlook trigger, Send Email node |
How does Connect work for e-mail?
Connect links Gmail or Outlook through official OAuth; Autoboeker never sees your password. The mailbox is scanned every hour, for the whole mailbox or one label or folder, from a date you choose. Newsletters and signature images are ignored and the same invoice is never booked twice.
How do you set up your own address?
Your own address is shown to the client but forwards to the Autoboeker address. Without an existing address and a working forward, invoices do not arrive.
- 1Create the address on your mail server.
- 2Look up the administration's Autoboeker address (Incoming column).
- 3Set an automatic forward with all attachments.
- 4Enter your address on the administration (Custom column).
- 5Test with a real invoice.
How do you forward with Zapier, Make or n8n?
All three use a trigger on new e-mails with attachments and an action that sends the attachment to the administration's purchase or sales address, found under Settings → Overview → E-mail accounts.
What should you watch?
Autoboeker reads the attachment, not the e-mail text; put remarks in the subject. Files under about 20 kb are filtered. Use one address per administration and do not send the same invoices through two routes.
FAQ
Questions about this topic.
Yes, to forward e-mails with attachments to the administration's address. Connect is simpler for most firms.
Every hour, or manually on demand.
Check that the address exists and forwards to the Autoboeker address with attachments.
No, only the attachment.
