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Billbooks + Gmail

Billbooks + Gmail integrations

Send Gmail emails for new Billbooks invoices

Keeping track of new invoices usually means logging in to Billbooks to check. This Zap sends an email from your Gmail account whenever a new invoice is created in Billbooks, showing the invoice number, client, amount, and due date. You get a record of every invoice in your inbox without having to look for it.

When this happens...
New InvoiceTriggers when a new invoice is created in Billbooks.
TriggerPolling
automatically do this!
Send EmailTriggers when a new email appears in the specified mailbox.
ActionWrite

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More things you can do with Billbooks and Gmail

Discover other triggers and actions you can use with Billbooks and Gmail

New Client
Triggers when a new client is created in Billbooks.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is recorded in Billbooks.
Trigger
Polling
Try It
- Name
  Required
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone
- Address
- City
- State
- Zip Code
- Phone
- Country
- Country Code (ISO, two letters)
- Registration No.
- Website
- Currency
- Payment Terms (days)
- Language
- Enable Client Portal
- Shipping Address
- Shipping City
- Shipping State
- Shipping Zip Code
- Shipping Phone
- Shipping Country
- Shipping Country Code (ISO, two letters)
- Remarks
Action
Write
- Date
  Required
- Amount
  Required
- Category
- New Category
- Reference No.
- Vendor
- Notes
- Currency
- Client
- Billable
Action
Write
- Name
  Required
- Type
  Required
- Rate
  Required
- SKU
- HSN Code
- Description
- Unit
- Track Inventory
- Opening Stock
- Tax IDs
Action
Write

- Name
  Required
- Contact Email
Action
Search
- Label or mailbox
- Search keywords
Trigger
Polling
Try It

- Label or mailbox
  Required
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- Label
  Required
- Message
  Required
Action
Write
- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Render signature in HTML
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Conversation
  Required
- Format
Action
Write
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Render signature in HTML
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Write
- Thread
  Required
- Label(s) to remove
  Required
Action
Write
- Message ID
  Required
- Attachment Filename
  Required
- Attachment Size
Action
Search
- Search String
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Render signature in HTML
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Search or write

New Estimate
Triggers when a new estimate is created in Billbooks.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created in Billbooks.
Trigger
Polling
Try It
- Self_feed_warning
- Client
  Required
- Estimate Date
  Required
- Estimate Number
  Required
- PO Number
- Expiry Date
- Currency
- Notes
- Terms
- Status
- Item ID
- Description
- Quantity
  Required
- Rate
  Required
- Tax IDs
Action
Write
- Self_feed_warning
- Client
  Required
- Invoice Date
  Required
- Invoice Number
  Required
- PO Number
- Due Terms (days)
- Due Date
- Currency
- Notes
- Terms
- Status
- Item ID
- Description
- Quantity
  Required
- Rate
  Required
- Tax IDs
Action
Write
- Search Query
  Required
- Max Results
Action
Search
- Name
  Required
- Contact Email
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone
- Address
- City
- State
- Zip Code
- Phone
- Country
- Country Code (ISO, two letters)
- Registration No.
- Website
- Currency
- Payment Terms (days)
- Language
- Enable Client Portal
- Shipping Address
- Shipping City
- Shipping State
- Shipping Zip Code
- Shipping Phone
- Shipping Country
- Shipping Country Code (ISO, two letters)
- Remarks
Action
Search or write
New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailbox
  Required
- Increase polling window
Trigger
Polling
Try It
- Search keywords
  Required
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- Message
  Required
Action
Write
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Render signature in HTML
- Signature delimiter
- Label or mailbox
- Attachments
- Recipient_instructions
Action
Write
- Message
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Note
- Note format
- Include original attachments
- Label or mailbox
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label(s) to remove
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
- Body type
- Body
  Required
- Add signature default
- Render signature in HTML
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Search String
  Required
Action
Search

About Billbooks

Billbooks is a cloud invoicing app to manage billing, quotes, items, expenses, scheduling and bank reconciling

HelpHelp

Related categories

Beta

Proposal & Invoice Management

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.

Learn moreLearn moreHelpHelp

Related categories

Google

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