Gmail + Ponto

Gmail + Ponto integrations

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 TransactionTriggers when an account has a new transaction.
TriggerPolling
automatically do this!
Create DraftCreate a draft email message.
ActionWrite

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More things you can do with Ponto and Gmail

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

- Account
  Required
- Balance Type
  Required
Trigger
Polling
Try It
- Account
  Required
- Remittance Information
- Remittance Information Type
- Requested Execution Date
- Currency
  Required
- Amount
  Required
- Creditor Name
  Required
- Creditor Account Reference
  Required
- Creditor Account Reference Type
  Required
- Creditor Agent
- Creditor Agent Type
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

- Account
  Required
Trigger
Polling
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

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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About Ponto

Ponto lets companies automate their finances by offering an API on top of 150+ European banks. Ponto is an Isabel Group product licensed in Belgium.

HelpHelp

Related categories

Accounting

Related Zap Templates

Send emails in Gmail for new balances in Ponto

Send emails in Gmail for new transactions in Ponto