Clientary + Gmail

Clientary + Gmail integrations

Send emails in Gmail for new invoices in Clientary

Manage your invoicing process more efficiently with this smart automation. When a new invoice is created in Clientary, an email is promptly sent from your Gmail account, keeping all relevant parties well-informed. This streamlines your workflow, ensuring timely communication and smoother business operations.

When this happens...
New InvoiceA new invoice is created in Clientary.
TriggerPolling
automatically do this!
Send EmailTriggers when a new email appears in the specified mailbox.
ActionWrite

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More things you can do with Clientary and Gmail

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

New Contact
An individual contact within Clientary.
Trigger
Polling
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New Lead
Triggered when a new lead is created in Clientary.
Trigger
Polling
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New Project
Triggered when a new project is created in Clientary.
Trigger
Polling
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New Task
Triggers when a new task is added to your Clientary account.
Trigger
Polling
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New Client
Triggered when a new client is created in Clientary.
Trigger
Polling
Try It

- Client Name
  Required
- Number
- Website
- Description
- Country
- Street Address
- Street Address (2nd Line)
- City
- State
- Zip Code
Action
Write
- Client
- Currency Code
  Required
- Line Item Price
  Required
- Line Item Quantity
  Required
- Line Item Description
  Required
- Line Item Taxable?
- Estimate Subject
- Note
Action
Write

- Lead Name
  Required
- Lead Contact Name
  Required
- Lead Contact Email
- Phone
- Lead Value
Action
Write
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailbox
  Required
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
- 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

New Expense
A new expense in Clientary.
Trigger
Polling
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New Payment
Triggers when a new payment is added to your Clientary account.
Trigger
Polling
Try It
New Staff
Triggers when a new staff member is added!
Trigger
Polling
Try It
New Invoice
A new invoice is created in Clientary.
Trigger
Polling
Try It
New Estimate
Triggered when a new estimate is created in Clientary.
Trigger
Polling
Try It
- Expense Amount
  Required
Action
Write
- Invoice Client
- Currency Code
  Required
- Due Date
  Required
- Date
  Required
- Line Item Price
  Required
- Line Item Quantity
  Required
- Line Item Description
  Required
- Line Item Taxable?
Action
Write
- Title
  Required
- Completed
- Assignee
- Project
Action
Write
New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailbox
  Required
Trigger
Polling
Try It
- Search keywords
  Required
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- 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 Clientary

Online invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.

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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.

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