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Gmail + QuickBooks Online

Create QuickBooks Online customers from new Gmail emails matching a search

Streamline your client onboarding process with this efficient workflow. When you receive a new email matching a specific search in Gmail, it will automatically create a customer in QuickBooks Online. This seamless integration saves time and ensures your client records are always up to date, making it easier to manage business finances.

Streamline your client onboarding process with this efficient workflow. When you receive a new email matching a specific search in Gmail, it will automatically create a customer in QuickBooks Online. This seamless integration saves time and ensures your client records are always up to date, making it easier to manage business finances.

  1. When this happens...
    GmailGmail
    New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

    TriggerPolling
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Triggers when you add a new customer.

    ActionWrite
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Supported triggers and actions

    • Label or mailbox

    • Search keywords

    Trigger
    Polling
    Try It
    • Label or mailboxRequired

    Trigger
    Polling
    Try It
    • Search keywordsRequired

    Trigger
    Polling
    Try It
    • Label or mailbox

    Trigger
    Polling
    Try It
  • Gmail triggers, actions, and search

    New Starred Email

    Triggers when you receive a new email and star it within two days.

    Trigger
    Polling
    Try It
    • Label

    • MessageRequired

    Action
    Write
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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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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

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