Anchor + Gmail

Anchor + Gmail integrations

Send emails in Gmail every time new invoices are issued in Anchor

Ensure your invoicing process is always prompt and efficient with this ready-to-use workflow. Once an invoice is issued in Anchor, a corresponding email is immediately sent out through Gmail. It's not just time-saving, but it also enhances your business communications and gives you one less task to remember. Keep your clients updated and your operations streamlined with this easy-to-set-up automation.

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TriggerPolling
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Send EmailTriggers when a new email appears in the specified mailbox.
ActionWrite

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More things you can do with Anchor and Gmail

Discover other triggers and actions you can use with Anchor and Gmail

Agreement Amended
Triggers when an agreement is amended.
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Instant
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Agreement Terminated
Triggers when an agreement is terminated.
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Instant
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Invoice Payment Collected
Triggers when payment for an invoice is collected (Anchor received the funds, before settlement).
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Instant
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Invoice Payment Failed
Triggers when payment for an invoice fails. Failure details are at detailedStatus.paymentFailed.
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Instant
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Invoice Payment Partially Refunded
Triggers when an invoice payment is partially refunded.
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Instant
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Invoice Payment Refund Failed
Triggers when refunding an invoice payment fails. Failure details are at detailedStatus.refundFailed (no message field by design).
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Instant
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New Invoice Issued
Triggers when a new invoice is issued.
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Payout Deleted
Triggers when a payout is deleted.
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Instant
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Payout Paid
Triggers when funds are paid out to your bank.
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Instant
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Proposal Expired
Triggers when a proposal expires before being approved.
Trigger
Instant
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Proposal Reviewed
Triggers when a proposal is reviewed by the client.
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Instant
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- Agreement ID
  Required
- Credit Amount
  Required
- Service Template
  Required
- Note
Action
Write
- Proposal Template
  Required
- Contact ID
- Metadata
Action
Write
- Agreement ID
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- Proposal ID
  Required
Action
Search
- Limit
Action
Search
- Limit
Action
Search
- Label or mailbox
- Search keywords
Trigger
Polling
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- Label or mailbox
  Required
Trigger
Polling
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- Label or mailbox
Trigger
Polling
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New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
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- Label
  Required
- Message
  Required
Action
Write
- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Write
- Thread
  Required
- Label(s) to remove
  Required
Action
Write
- Message ID
  Required
- Attachment Filename
  Required
- Attachment Size
Action
Search
- Search String
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Search or write

Agreement Amendments Approved
Triggers when amendments to an agreement are approved.
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Instant
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Invoice Paid
Triggers when an invoice is paid in full (either collected by Anchor or marked paid externally).
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Instant
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Invoice Payment Disputed
Triggers when an invoice payment is disputed by the client. Dispute details are at detailedStatus.paymentDisputed.
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Instant
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Invoice Payment Initiated
Triggers when payment for an invoice is initiated (a charge is in flight).
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Instant
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Invoice Payment Refunded
Triggers when an invoice payment is refunded in full.
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Instant
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Invoice Voided
Triggers when an invoice is voided. No void-reason field exists on the wire — only the timestamp.
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Instant
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New Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
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Payout Failed
Triggers when a payout fails. Failure details are at status.failed.
Trigger
Instant
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Proposal Approved
Triggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval).
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Instant
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Proposal Published
Triggers when a proposal is published.
Trigger
Instant
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Proposal Withdrawn
Triggers when a proposal is withdrawn by the service provider.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Company Name
  Required
- Phone
Action
Write
- Draft ID
  Required
- Notify Policy
- Source
Action
Write
- Contact ID
  Required
Action
Search
- Payout ID
  Required
Action
Search
- Limit
Action
Search
- Limit
- Status filter
- Agreement ID
Action
Search
- Limit
Action
Search
New Label
Triggers when you add a new label.
Trigger
Polling
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- Label or mailbox
  Required
Trigger
Polling
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- Search keywords
  Required
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
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- Message
  Required
Action
Write
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Recipient_instructions
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label(s) to remove
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Search String
  Required
Action
Search

About Anchor

Get freedom from the burden of invoicing and collections. Anchor is a platform to make your billing cycle flow. Autonomously.

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Related categories

Proposal & Invoice Management

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn moreLearn moreHelpHelp

Related categories

Google

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Send emails in Gmail when new proposals are sent from Anchor

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