Gmail + Zoho Billing
Create draft emails in Gmail for new customers in Zoho Billing
Whenever a new customer joins your Zoho Billing, this workflow helps you stay on top of it all by instantly drafting an email in Gmail. This automation saves you the effort of manual data entry, allowing you more time to focus on building customer relations. Make the most of your new customer data and ensure the timely notification of important details.
Whenever a new customer joins your Zoho Billing, this workflow helps you stay on top of it all by instantly drafting an email in Gmail. This automation saves you the effort of manual data entry, allowing you more time to focus on building customer relations. Make the most of your new customer data and ensure the timely notification of important details.
- When this happens...
New CustomerTriggers when new customer is created
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create DraftCreate a draft email message.
ActionWriteCreate a new record or update an existing record in your app.
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OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Webhook NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Webhook NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Webhook NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Webhook NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Subscription IDRequired
Coupon CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Subscription IDRequired
Cancel at End of Current term
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Credit Note Number
Customer NameRequired
Reason
Credit Note Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Discount Type
Discount
Exchange Rate
Notes
Credit Note Terms
Shipping Charge
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Subscription IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Quote Number
Customer NameRequired
Quote Date
Expiry Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Discount Type
Discount
Exchange Rate
Quote Notes
Quote Terms
Shipping Charge
Send Quote Only to Primary Contact
test
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Item NameRequired
RateRequired
Item Description
SKU
Unit
Is Taxable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Subscription IDRequired
Renewal AtRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Subscription IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer IDRequired
Display Name
First Name
Last Name
Email
Company Name
Website
Payment Terms
Mobile
Work Phone
Currency Code
Billing Address Street
Billing Address City
Billing Address State
Billing Address Country
Billing Address Zip
Billing Address Fax
Shipping Address Street
Shipping Address City
Shipping Address State
Shipping Address Country
Shipping Address Zip
Shipping Address Fax
Notes
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
Invoice Number
Invoice Date
Due Date
Order Number
Line Item Name
Line Item Rate
Line Item Quantity
Line Item Description
Is Taxable
Tax ID
Tax Exemption
Exchange Rate
Discount
Discount Before Tax
Discount Type
Notes
Terms
Allow Partial Payments
Shipping Charge
Adjustments
Adjustment Description
Salesperson Name
Tax Inclusive
Place Of Supply
Paypal Payment Method
Payment Gateways
Associate Primary Contact Persons to Invoice
Update ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice#
ActionThis is an event a Zap performs.SearchFind existing data in your appLabel or mailbox
Search keywords
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLabelRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email message to be DeletedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Body type
BodyRequired
Add signature default
Signature delimiter
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Send message to Google Contacts Group/Label
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body type
BodyRequired
Add signature default
Signature delimiter
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ThreadRequired
Label(s) to removeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message IDRequired
Attachment FilenameRequired
Attachment Size
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch StringRequired
To
Send message to Google Contacts Group/Label
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body type
BodyRequired
Add signature default
Signature delimiter
Label or mailbox
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
OrganizationRequired
Webhook NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Webhook NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Webhook NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Webhook NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Subscription IDRequired
Charge AmountRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer IDRequired
Invoice IDRequired
Amount
Payment ModeRequired
Description
Reference Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
VAT Treatment
Display NameRequired
First Name
Last Name
EmailRequired
Company Name
Website
Payment Terms
Mobile
Work Phone
Currency Code
Billing Address Street
Billing Address City
Billing Address State
Billing Address Country
Billing Address ZIP
Billing Address Fax
Shipping Address Street
Shipping Address City
Shipping Address State
Shipping Address Country
Shipping Address ZIP
Shipping Address Fax
Notes
Custom Fields
Enable Portal
Bank Account Payment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer ID
Customer Name
Customer Email
Invoice Number
Invoice Date
Due Date
Order Number
Payment Terms
Line Item NameRequired
Line Item RateRequired
Line Item QuantityRequired
Line Item Description
Line Item Discount
Tax Rate
Is Taxable
Tax ID
Tax Exemption
Exchange Rate
Discount
Discount Before Tax
Discount Type
Notes
Terms
Allow Partial Payments
Shipping Charge
Adjustments
Adjustment Description
Salesperson Name
Tax Inclusive
Place Of Supply
Paypal Payment Method
Payment Gateways
Associate Primary Contact Persons to Invoice
Mark Invoice as Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
CustomerRequired
Plan CodeRequired
Plan Quantity
Plan Price
Setup Fee
Addons
Coupon Code
Starts At
Email
Display Name
First Name
Last Name
Company Name
Website
Mobile
Work Phone
Currency Code
Customer Payment Terms
Enable Portal
Billing Address Street
Billing Address City
Billing Address State
Billing Address ZIP
Billing Address Country
Billing Address Fax
Shipping Address Street
Shipping Address City
Shipping Address State
Shipping Address ZIP
Shipping Address Country
Shipping Address Fax
Place Of Supply
Contact Persons
Customer Custom Fields
Is Taxable
Tax ID
Tax Exemption
Exchange Rate
Customer Notes
Reference
Sales Person Name
Billing Cycles
Trial Days
Subscription Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Subscription IDRequired
Billing CycleRequired
Reason
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Retainer Invoice Number
Customer NameRequired
Retainer Invoice Date
DescriptionRequired
RateRequired
Notes
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer IDRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Subscription IDRequired
Subscription Number
Plan CodeRequired
Plan Quantity
Plan Price
Addons
Coupon Code
Place Of Supply
Customer Notes
Reference
Sales Person Name
Customer Payment Terms
Is Taxable
Tax ID
Tax Exemption
Update at End of term
Trial Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Display Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Subscription Number
Reference Number
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient Instructions
To
Cc
Bcc
SubjectRequired
From
From Name
Body type
BodyRequired
Add signature default
Signature delimiter
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name of labelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MessageRequired
Label(s) to removeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Reply To
Subject
Body type
BodyRequired
Add signature default
Signature delimiter
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Gmail
