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.
Categories
FreshBooks and Gmail can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in FreshBooks
New Invoice Payment in FreshBooks
Triggers when a new invoice payment is created.
Then this action happens in Gmail
Send Email in Gmail
Create and send a new email message.
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 if you don't have one.
Connect FreshBooks to Zapier.
Give Zapier access to your FreshBooks account, using FreshBooks credentials.
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
Choose the following trigger: New Invoice Payment (Triggers when a new invoice payment is created.).
Then set up an Action for Gmail
Choose this action: Send Email (Create and send a new email message.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between FreshBooks and Gmail.
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!
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