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.

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.

  1. When this happens...
    GmailGmail
    New Email Matching Search

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

    TriggerPolling
  2. automatically do this!
    BillitBillit
    Create Customer

    This action will create a customer in Billit

    ActionWrite
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Supported triggers and actions

    • Label or mailboxRequired

    Trigger
    Polling
    Try It
    • Search keywordsRequired

    Trigger
    Polling
    Try It
    • Label/Mailbox

    Trigger
    Polling
    Try It
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billit logo

About Billit

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

Related categories

  • Accounting
gmail logo
gmail logo

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

  • Email
  • Google

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