FreshBooks
Gmail
zapier

An automated workflow using zapier

Connects FreshBooks + Gmail

Send Gmail emails when new FreshBooks New payments are created

About this workflow template

This automation scenario allows you to connect FreshBooks and Gmail

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

FreshBooks and Gmail can also be integrated using automation tools other than zapier:

Diagram

Send Gmail emails when new FreshBooks New payments are created
Workflow diagram: FreshBooks + Gmail integration

How it works?

When this trigger fires in FreshBooks

FreshBooks

New Invoice Payment in FreshBooks

Triggers when a new invoice payment is created.

Then these actions happen in and undefined

Gmail

Send Email in Gmail

Create and send a new email message.

New Invoice Payment in undefined

Triggers when a new invoice payment is created.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send Gmail emails when new FreshBooks New payments are created.

Part I

Configure Applications

First, we need to connect FreshBooks and Gmail to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect FreshBooks to Zapier.

    Connect FreshBooks to Zapier.

    Give Zapier access to your FreshBooks account, using FreshBooks credentials.

  • Connect Gmail to Zapier.

    Connect Gmail to Zapier.

    Give Zapier access to your Gmail account, using Gmail credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for FreshBooks

    Set up a Trigger action for FreshBooks

    Choose the following trigger: New Invoice Payment (Triggers when a new invoice payment is created.).

  • Then set up an Action for Gmail

    Then set up an Action for Gmail

    Choose this action: Send Email (Create and send a new email message.).

  • Then set up another Action for undefined

    Choose this action: New Invoice Payment (Triggers when a new invoice payment is created.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between FreshBooks and Gmail.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Send Gmail emails when new FreshBooks New payments are created!

Supported triggers and actions

  • Gmail

    New email

    Triggers when a new e-mail appears in the specified mailbox.

    zapierautomateioalbato
    triggerbyzapierautomateioalbato
  • Gmail

    New email matching search

    Triggers when you receive a new email that matches a search string you provide.

    zapieralbatopipedream
    triggerbyzapieralbatopipedream
  • Gmail

    New labeled email

    Triggers when you label an email.

    zapierpipedream
    triggerbyzapierpipedream
  • Gmail

    New attachment

    Triggers when you receive a new attachment (triggers once per attachment).

    zapier
    triggerbyzapier
  • Gmail

    Watch emails

    Triggers when a new email is received to be processed according to specified criteria.

    integromat
    triggerbyintegromat
  • Gmail

    New starred email

    Triggers when you receive a new email and star it within two days.

    zapierautomateio
    triggerbyzapierautomateio
  • FreshBooks

    Create invoice

    Creates an Invoice.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • FreshBooks

    Create client

    Creates a new client.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • FreshBooks

    Create or update client

    Updates an existing client based on email. Optionally create a client if one is not found with matching email.

    zapier
    actionbyzapier
  • FreshBooks

    Add payment to invoice

    Adds payment to invoice.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • FreshBooks

    Create expense

    Creates new expense.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • FreshBooks

    Create time entry

    Creates new time entry.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect

Apps you need

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Zapier

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