Rename Every Vendor Invoice by Supplier Name in Zapier: A 5-Step Dropbox + PDF4me AI Workflow
· 21 min read
The painful part of accounts payable is not paying invoices, it is finding the right vendor's invoice three weeks later when finance asks. Every supplier names files differently. Half are invoice.pdf. The other half are INV-2089-FINAL-v3.pdf from a vendor who switched naming conventions four times. The fix: let AI read the supplier name off every invoice the moment it lands, then rename the file before it goes into long-term storage. This walkthrough builds that exact pattern in Zapier with PDF4me AI - Document Parser and a 2-line Code by Zapier step. Five Zap steps. Real screenshots. The supplier name becomes the filename. Audit-ready folder. Search just works.
The Zap at a glance
1. Dropbox: New File in Folder
Trigger. Polls /MuneerTrigger every 2 min for any new vendor invoice that lands in the intake folder.
2. Dropbox: Find File
Looks up the matching file in /pdf4metest/sample so the AI parser gets a real binary, not just a Dropbox metadata pointer.
3. PDF4me: AI - Document Parser
Runs the default_invoice_extraction Analyzer. Returns Vendor Name, Invoice Number, Total, Dates, Line Items as JSON.
4. Code by Zapier: Run JavaScript
Two lines. JSON.parse the Doc Text into a real object so step 5 can use Vendor Name as a Zapier token.
5. Dropbox: Upload File
Writes the original file back to /pdf4meoutput with Vendor Name as the filename and the original extension preserved.