Billit + Gmail

Create new Billit customers from matched Gmail emails

Streamline your client onboarding process by integrating Gmail with Billit. With this workflow, whenever a new email matching your specific search arrives in your Gmail, a new customer is instantly created in your Billit account. Simplify your operations, reduce manual entry, and improve response times all in one step.

When this happens...
New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
TriggerPolling
automatically do this!
Create Customer
This action will create a customer in Billit
ActionWrite

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Supported triggers and actions

- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- LabelRequired
- MessageRequired
Action
Write

- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write

- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Message IDRequired
- Attachment FilenameRequired
- Attachment Size
Action
Search
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write
- Customer NameRequired
- Customer Street NameRequired
- Customer address numberRequired
- Customer Box Number
- Customer ZipcodeRequired
- Customer CityRequired
- Customer Countrycode
- Customer IBANRequired
- Customer BIC
- Customer Mobile
- Customer Phone
- Customer Fax
- Customer Email
- Customer Website
- Customer Contact
- Customer VAT Number
- Party Type
- VAT Liable
- Unit QuantityRequired
- Unit price exclRequired
- Unit DescriptionRequired
- Total Excl
- Total VAT
- VAT PrecentageRequired
- Order DateRequired
- Order TypeRequired
- Order DirectionRequired
- PaidRequired
- Paid Date
- Currency
- Order Total Excl
- Order Total Incl
- Order Total VAT
- Expiry DateRequired
- Invoice as DraftRequired
- Custom Reference
- Custom Payment Reference
- Extra Unit Quantity #2
- Extra Unit Price Excl #2
- Extra Unit Description #2
- Extra VAT Percentage #2
- Extra Unit Quantity #3
- Extra Unit Price Excl #3
- Extra Unit Description #3
- Extra VAT Percentage #3
- ExtraTotalExcl #2
- Extra Total VAT #2
- ExtraTotalExcl #3
- Extra Total VAT #3
Action
Write
- Customer VATRequired
- Product IDRequired
- Product QuantityRequired
- Invoice DateRequired
- Invoice TypeRequired
Action
Write
- Time FormatRequired
- Customer Type
- Project NameRequired
- Customer Vat/NameRequired
- QuantityRequired
- ProductRequired
Action
Write
- Customer Name
- VAT Number
Action
Search
- Product NameRequired
- Product NameRequired
- ProductDescriptionRequired
- Price Excl. VAT
- VAT AmountRequired
- Groupname
- Amount Incl. VATRequired
- Stock QuantityRequired
- UnitRequired
- Minimum Billed Quantity
- Buy price Excl. VAT
Action
Search or write

New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
Action
Search
- VAT Number
- Name
- First name
- Last name
- Client IBAN
- Email
Action
Write
- Product NameRequired
- ProductDescriptionRequired
- Price Excl. VAT
- VAT AmountRequired
- Groupname
- Amount Incl. VATRequired
- Stock QuantityRequired
- UnitRequired
- Minimum Billed Quantity
- Buy price Excl. VAT
Action
Write
- VAT NumberRequired
- First Name
- Last name
- Client IBAN
- Email
Action
Write
- Product IDRequired
- ReferenceRequired
- DescriptionRequired
- Amount Excl BTWRequired
- VATRequired
- UnitRequired
- Group NameRequired
- Amount Incl BTWRequired
- Stock QuantityRequired
- Minimum Billed QuantityRequired
- Buy Price Excl BTWRequired
Action
Write
- Product NameRequired
Action
Search

About Billit

Billit is an accounting app for entrepreneurs, with the support of the accountants.

Related categories

Accounting

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 more

Related categories

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Billit + Gmail

Create new Billit customers from matched Gmail emails

New Attachment

New Labeled Conversation

New Email

New Starred Email

Add Label to Email

Delete Email

Create Draft Reply

Send Email

Remove Label From Conversation

Get Attachment by Filename

Find or Send Email

Create Invoice

Quick Invoice

Update or Add Invoice

Find Customer

Find or Create Product

New Label

New Labeled Email

New Email Matching Search

New Conversation

Archive Email

Create Draft

Create Label

Remove Label From Email

Reply to Email

Find Email

Create Customer

Create Product

Create Supplier

Update Product

Find Product

About Billit

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About Gmail

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