Send emails via Gmail when new invoices are posted to Workbooks CRM

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
Send emails via Gmail when new invoices are posted to Workbooks CRM
Workbooks CRM integration logo

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.

Gmail integration logo

Gmail is a free advertising-supported email service provided by Google. It's one of the most popular email services in the world.

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