generate.TAX + Gmail

generate.TAX + Gmail integrations

Send emails in Gmail for new or updated tax submissions created in generate.TAX

When you submit your tax forms through generate.TAX, this workflow propels an immediate email via Gmail. This automation eliminates manual tracking and emailing, enabling you to swiftly inform your team or clients about the submitted tax forms. It's a streamlined process that contributes to more efficient tax management and timely communication.

When this happens...
Create or Submit Tax SubmissionTriggers when a tax submission is saved and every time a status is changed until status is changed to Submitted.
TriggerInstant
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 generate.TAX and Gmail

Discover other triggers and actions you can use with generate.TAX and Gmail

Create or Edit Entity
Triggers when a new entity is added to generate.TAX (created) or when it is updated.
Trigger
Instant
Try It
- 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

Create or Submit Tax Submission
Triggers when a tax submission is saved and every time a status is changed until status is changed to Submitted.
Trigger
Instant
Try It
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 generate.TAX

generate.TAX is a tax suite that connects to your accounting software and helps accountants and finance teams meet statutory tax obligations.

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Related categories

Accounting

Beta

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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