Gmail + Ponto

Create drafts in Gmail for every new transaction in Ponto

When a new transaction occurs in Ponto, this workflow creates a draft in Gmail, saving you time and ensuring immediate communication. Keep your business operations running smoothly by instantly preparing an email every time a financial activity is registered in Ponto. It's a seamless way to stay on top of your financial activities and be ready to communicate updates.

When this happens...
New Transaction
Triggers when an account has a new transaction.
TriggerPolling
automatically do this!
Create Draft
Create a draft email message.
ActionWrite

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Supported triggers and actions

- AccountRequired
- Balance TypeRequired
Trigger
Polling
Try It
- AccountRequired
- Remittance Information
- Remittance Information Type
- Requested Execution Date
- CurrencyRequired
- AmountRequired
- Creditor NameRequired
- Creditor Account ReferenceRequired
- Creditor Account Reference TypeRequired
- Creditor Agent
- Creditor Agent Type
Action
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

- AccountRequired
Trigger
Polling
Try It
- 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

About Gmail

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