FreshBooks + Gmail
Create Gmail drafts from new FreshBooks estimates
Keep your communication as efficient as your finances with this workflow. Whenever a new estimate is generated in FreshBooks, a draft email is immediately readied in Gmail. This not only ensures that you're always ready to update your clients about their estimates but also reduces manual data entry, streamlining your business processes.
Keep your communication as efficient as your finances with this workflow. Whenever a new estimate is generated in FreshBooks, a draft email is immediately readied in Gmail. This not only ensures that you're always ready to update your clients about their estimates but also reduces manual data entry, streamlining your business processes.
- When this happens...
New EstimateTriggers when a new estimate is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create DraftCreate (but do not send) a new email message.
ActionWriteCreate a new record or update an existing record in your app.
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AccountRequired
StatusRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
VendorRequired
Currency CodeRequired
Date of Issue
Days Due From Issue
Bill Number
LanguageRequired
Description
QuantityRequired
Tax Name
Tax Percent
RateRequired
Expense CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
EmailRequired
First Name
Home Phone
Language
Last Name
Notes
Organization
Primary City
Primary Country
Primary State
Primary Street 1
Primary Street 2
Primary Zip Code
VAT Name
VAT Number
Work Phone
Currency Code
Quantity
Unit Cost
Description
Credit Note Create Date
Credit Note Credit Type
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
CustomerRequired
Create DateRequired
Estimate Number
Organization
First Name
Last Name
Visibility State
Discount Value
Currency Code
Language
Terms
Address
PO Number
Street
Street 2
City
Province
Zip Code
Country
Estimate
Sent ID
Value Added Tax Name
Value Added Tax Number
Notes
Name
Description
Type
Quantity
Unit Cost Amount
Unit Cost Code
Tax Name 1
Tax Amount 1
Tax Name 2
Tax Amount 2
Send to Customer?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ClientRequired
Currency Code
Date of Issue
Days Due From Issue
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Invoice Paid?
Terms
Discount Amount
Discount Description
Invoice Number
PO Number
Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
AmountRequired
Amount CodeRequired
Category NameRequired
AmountRequired
NameRequired
Date
Note
Payment Type
Source
Visibility State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ClientRequired
Currency Code
Date of Issue
Days Due From Issue
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Terms
Discount Amount
Discount Description
Invoice Number
PO Number
Language
FrequencyRequired
Is Infinite?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Vendor NameRequired
Contact First Name
Contact Last Name
Contact Email
Street
City
Province
Postal Code
Country
Account Number
Phone
Website
Currency Code
Language
Is 1099 Contractor
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Email RecipientsRequired
Email BodyRequired
Email SubjectRequired
EstimateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Bill IDRequired
Vendor
Currency Code
Date of Issue
Days Due From Issue
Bill Number
Language
Description
QuantityRequired
Tax Name
Tax Percent
RateRequired
Expense CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Create if Client Does Not ExsistRequired
EmailRequired
First Name
Home Phone
Language
Last Name
Mobile Phone
Notes
Organization
Primary City
Primary Country
Primary State
Primary Street 1
Primary Street 2
Primary Zip Code
VAT Name
VAT Number
Work Phone
Currency Code
Quantity
Unit Cost
Description
Credit Note Create Date
Credit Note Credit Type
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Create if Estimate Does Not ExistRequired
Customer
Create Date
Estimate Number
Organization
First Name
Last Name
Visibility State
Discount Value
Currency Code
Language
Terms
Address
PO Number
Street
Street 2
City
Province
Zip Code
Country
Estimate ID
Sent ID
Value Added Tax Name
Value Added Tax Number
Notes
Name
Description
Type
Quantity
Unit Cost Amount
Unit Cost Code
Tax Name 1
Tax Amount 1
Tax Name 2
Tax Amount 2
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Time Entry IDRequired
Project
Started At
Duration
Is Logged
Internal?
Client ID
Billed?
Billable?
Active?
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Credit Note ID
Client IDRequired
Credit Type
Credit Number
Currency Code
Date of Issue
Notes
Terms
Language
Name
Line Item Description
Line Item Quantity
Tax 1 Name
Tax 1 Amount
Tax 2 Name
Tax 2 Amount
Compounded Tax
Unit Cost
Currency Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Search FieldRequired
Search ValueRequired
CustomerRequired
Create DateRequired
Estimate Number
Organization
First Name
Last Name
Visibility State
Discount Value
Currency Code
Language
Terms
Address
PO Number
Street
Street 2
City
Province
Zip Code
Country
Estimate
Sent ID
Value Added Tax Name
Value Added Tax Number
Notes
Name
Description
Type
Quantity
Unit Cost Amount
Unit Cost Code
Tax Name 1
Tax Amount 1
Tax Name 2
Tax Amount 2
Send to Customer?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Search FieldRequired
Search ValueRequired
TitleRequired
Client ID
Due Date
Project Type
Fixed Price
Rate
Budget
Active
Complete
Billable
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSubjectRequired
To
Cc
Bcc
From
From Name
Body Type
BodyRequired
Signature
Label/Mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message to Remove Label(s) FromRequired
Label(s) to RemoveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
AccountRequired
AmountRequired
Date
Invoice IDRequired
Payment Type
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Item IDRequired
PriceRequired
CurrencyRequired
Tax Amount
Tax Name
Send Admin Receipt?Required
Note
Is Active?
Terms and Conditions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Client IDRequired
Credit Type
Credit Number
Currency Code
Date of Issue
Notes
Terms
Language
Name
Line Item Description
Line Item Quantity
Tax 1 Name
Tax 1 Amount
Tax 2 Name
Tax 2 Amount
Compounded Tax
Unit Cost
Currency Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
AmountRequired
CategoryRequired
Client
Date
Notes
Staff MemberRequired
Tax1 Amount
Tax1 Percent
Tax1 Name
Tax2 Amount
Tax2 Name
Tax2 Percent
Compounded Tax
Currency
Vendor
Duplicate Estimate?
Account Name
Transaction Id
Invoice Id
Status
Bank Name
External System ID
Has Receipt?
Background Job ID?
External Invoice ID
Markup Percent
Project
Profile ID
Visibility State
Account System ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
TitleRequired
Client ID
Due Date
Project Type
Fixed Price
Rate
Budget
Active
Complete
Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Project
Task
Started AtRequired
Created At
DurationRequired
Is LoggedRequired
Internal?
Client IDRequired
Billed?
Billable?
Active?
Pending Client
Pending Project
Pending Task
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Checkout Link IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Email Body
Email SubjectRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Checkout Link IDRequired
Item IDRequired
AmountRequired
CurrencyRequired
Note
Is Active?Required
Send Admin Receipt?Required
Tax Amount
Tax Name
Item NameRequired
Terms and Conditions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Client IDRequired
Credit Note IDRequired
Credit Number
Currency Code
Date of Issue
Notes
Terms
Language
Name
Line Item Description
Line Item Quantity
Tax 1 Name
Tax 1 Amount
Tax 2 Name
Tax 2 Amount
Compounded Tax
Unit Cost
Currency Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Client
Create if Invoice Does Not ExistRequired
Append Line Items on UpdateRequired
Currency Code
Date of Issue
Days Due From Issue
Invoice NumberRequired
Language
Estimate
Active Payment Gateway
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Notes
PO Number
Terms
Discount Amount
Discount Description
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Vendor IDRequired
Vendor Name
Contact First Name
Contact Last Name
Contact Email
Street
City
Province
Postal Code
Country
Account Number
Phone
Website
Currency Code
Language
Is 099
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Credit Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
VendorRequired
Currency CodeRequired
Date of Issue
Days Due From Issue
Bill Number
LanguageRequired
Description
QuantityRequired
Tax Name
Tax Percent
RateRequired
Expense CategoryRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Search FieldRequired
Search ValueRequired
EmailRequired
First Name
Home Phone
Language
Last Name
Notes
Organization
Primary City
Primary Country
Primary State
Primary Street 1
Primary Street 2
Primary Zip Code
VAT Name
VAT Number
Work Phone
Currency Code
Quantity
Unit Cost
Description
Credit Note Create Date
Credit Note Credit Type
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Search FieldRequired
Search ValueRequired
ClientRequired
Currency Code
Date of Issue
Days Due From Issue
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Invoice Paid?
Terms
Discount Amount
Discount Description
Invoice Number
PO Number
Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Search FieldRequired
Search ValueRequired
Vendor NameRequired
Contact First Name
Contact Last Name
Contact Email
Street
City
Province
Postal Code
Country
Account Number
Phone
Website
Currency Code
Language
Is 1099 Contractor
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel(s) to Add
Message to be LabeledRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Body Type
BodyRequired
Signature
Label/Mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body Type
BodyRequired
Signature
Label/Mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Reply To
Body Type
BodyRequired
Label/Mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
To
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body Type
BodyRequired
Signature
Label/Mailbox
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About FreshBooks
FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on 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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