When this happens...
Workbooks CRMPosted Invoice
Then do this...
GmailSend Email

It's important to keep your books in order, but with everything else needed to run your business, it's easy to let invoicing slip. Use this integration to do the heavy lifting for you. After you set it up, whenever a new invoice is posted to Workbooks CRM, Zapier will send an email via Gmail with the details of the invoice. You can send the invoice directly to a client, or just alert your team internally.

How this Workbooks CRM-Gmail integration works

  1. A new invoice is posted to Workbooks CRM
  2. Zapier sends an email via Gmail

Apps involved

  • Workbooks CRM
  • Gmail

Why Zapier?


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Enterprise-level security—connect mission-critical apps.

It's easy to connect Gmail + Workbooks CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Email Matching Search

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

Create Draft

Create (but do not send) a new email message.

New Labeled Email

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

Send Email

Create and send a new email message.

New Attachment

Triggers when you receive a new attachment (triggers once per attachment).

Add Label to Email

Add a label to an email message.

New Starred Email

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

Create Label

Creates a new label.

New Thread

Triggers when a new thread starts.

Create Marketing Campaign Status

Adds a new status to a Marketing Campaign.

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Become a Zapier Integration Partner

One of the most popular email services, Gmail keeps track of all your emails with treaded conversations, tags, and Google-powered search to locate find any message you need.

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.