Gmail + Workbooks CRM
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.
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.
- When this happens...Posted Invoice
Triggers when an invoice is complete and its status posted.
- automatically do this!Send Email
Triggers when a new e-mail appears in the specified mailbox.
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New Case
Triggers when a new case is created.
Try ItNew Person
Triggers when a new person is created.
Try ItPosted Credit Note
Triggers when a credit note is posted.
Try ItLookup nameRequired
Value
Value list
Default value
New Organisation
Triggers when a new organisation is created.
Try ItNew Sales Lead
Triggers when a new sales lead is created.
Try ItPosted Invoice
Triggers when an invoice is complete and its status posted.
Try ItMarketing CampaignRequired
Party or Lead IDRequired
Party or Lead TypeRequired
Member's NameRequired
Status
