Deskera + Gmail
Create new Deskera contacts from new labeled Gmail emails
Easily manage your sales leads and customer relations with this seamless workflow. Whenever you add a new label to an email in Gmail, this process will swiftly add a new contact in your Deskera CRM+. No more manual data entry, just quick and straightforward contact management. Enhance your CRM efficiency and never miss out on a potential customer again.
Easily manage your sales leads and customer relations with this seamless workflow. Whenever you add a new label to an email in Gmail, this process will swiftly add a new contact in your Deskera CRM+. No more manual data entry, just quick and straightforward contact management. Enhance your CRM efficiency and never miss out on a potential customer again.
- When this happens...
New Labeled EmailTriggers when an email is labeled. Also triggers when a reply is added to the conversation.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create a New Contact in CRM+Creates a new Contact in CRM+ on a specified action
ActionWriteCreate a new record or update an existing record in your app.
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Label 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
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
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.Search StringRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New CRM+ Contact
Triggers when a New Contact is Created in CRM+.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a New Contact is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New CRM Deal
Triggers when a New Deal is Created in CRM.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account CodeRequired
Account NameRequired
Account DescriptionRequired
Account Group IdRequired
Account Group NameRequired
Tax CodeRequired
Currency CodeRequired
Account StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Id
Contact NameRequired
email IdRequired
Receivable Account CodeRequired
Payable Account CodeRequired
Currency CodeRequired
Payment Term CodeRequired
Billing Address1Required
Billing Address2
Billing Country
Billing State
Billing City
Billing PostalCode
Is Preferred Billing Address?Required
Shipping Address1Required
Shipping Address2
Shipping Country
Shipping State
Shipping City
Shipping PostalCode
Is Preferred Shipping Address?Required
StatusRequired
Is Customer?Required
Is Vendor?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
TypeRequired
Organization
Label
Email
Country Code
Phone
Address
Visibility
Owner
Sub Owners
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document Type
Document Code
Purchase Order Ref No
CurrencyRequired
Exchange Rate
Sales Invoice DateRequired
Sales Invoice Due DateRequired
Memo
Attachments
Unit Price GstInclusiveRequired
Due AmountRequired
Is Recurring?Required
Is Recurring Activated?Required
Product CodeRequired
Product Description
Product QuantityRequired
Unit PriceRequired
DiscountRequired
Discount In PercentRequired
Tax Code
Tax AmountRequired
Total AmountRequired
Product Order
Product TypeRequired
Recurrence Type
Recurrence Frequency
Invoice Recurring Count
Recurrence End Date
Contact NameRequired
Contact AddressRequired
Ship From Address1Required
Ship From Address2
Ship From Country
Ship From State
Ship From City
Ship From PostalCode
Ship To Address1Required
Ship To Address2
Ship To Country
Ship To State
Ship To City
Ship To PostalCode
Bill To Address1Required
Bill To Address2
Bill To Country
Bill To State
Bill To City
Bill To PostalCode
Ship By DateRequired
Fulfillment Status
Is Draft?
Fulfillment Complete
Document Sequence Code
Sequence Format
Is Opening Invoice?Required
Total AmountRequired
Payable Account Code
Tax AmountRequired
Opening Document Number
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Is Draft?
Ship From Address1Required
Ship From Address2
Ship From Country
Ship From State
Ship From City
Ship From PostalCode
Ship To Address1Required
Ship To Address2
Ship To Country
Ship To State
Ship To City
Ship To PostalCode
Bill To Address1Required
Bill To Address2
Bill To Country
Bill To State
Bill To City
Bill To PostalCode
Document Sequence Code
Sequence Format
Vendor Code
Currency CodeRequired
Contact NameRequired
Contact AddressRequired
Delivery DateRequired
Document DateRequired
Due DateRequired
Exchange Rate
Memo
Order Type
Unit Price GstInclusiveRequired
Attachments
Total AmountRequired
Opening Order
Document Type
Document Code
StatusRequired
Account Code
Product Code
Product Description
Product Quantity
Unit Price
Discount
Discount In Percent
Tax Code
Tax Amount
Total Amount
Product Order
Purchase Order Item Code
Is Drop Ship?
Warehouse Code
Back Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact CodeRequired
Contact NameRequired
Ship From Address1Required
Ship From Address2
Ship From Country
Ship From State
Ship From City
Ship From PostalCode
Ship To Address1Required
Ship To Address2
Ship To Country
Ship To State
Ship To City
Ship To PostalCode
Bill To Address1Required
Bill To Address2
Bill To Country
Bill To State
Bill To City
Bill To PostalCode
CurrencyRequired
Contact AddressRequired
Exchange Rate
Quotation Code
Document Sequence Code
Sequence Format
Document DateRequired
Fulfillment DateRequired
Fulfillment On
Valid Till DateRequired
Closed Date
Memo
Unit Price GstInclusiveRequired
Attachments
Status
Fulfillment Status
Is Deleted?
Document TypeRequired
Document CodeRequired
Product CodeRequired
Document Sequence Code
Product NameRequired
Product DescriptionRequired
Product QuantityRequired
Unit PriceRequired
DiscountRequired
Discount In PercentRequired
Tax Code
Tax Name
Tax Amount
AmountRequired
Product Order
Quotation Item CodeRequired
Product TypeRequired
Available QuantityRequired
Total AmountRequired
Is Draft?
Ship By DateRequired
Fulfillment TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New 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
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
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
To
Send message to Google Contacts Group/Label
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body type
BodyRequired
Add signature default
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 foundNew CRM+ Deal
Triggers when a New Deal is Created in CRM+.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New CRM Contact
Triggers when a New Contact is Created in CRM.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Product
Triggers when a New Product is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product CodeRequired
Product DescriptionRequired
Product QuantityRequired
Unit PriceRequired
DiscountRequired
Discount In PercentRequired
Tax CodeRequired
Tax AmountRequired
Total AmountRequired
Product OrderRequired
Purchase Invoice Item Code
Is Draft?
Is Received Completed?
Ship From Address1Required
Ship From Address2
Ship From Country
Ship From State
Ship From City
Ship From PostalCode
Ship To Address1Required
Ship To Address2
Ship To Country
Ship To State
Ship To City
Ship To PostalCode
Bill To Address1Required
Bill To Address2
Bill To Country
Bill To State
Bill To City
Bill To PostalCode
Document Sequence Code
Sequence Format
Is Opening Invoice?
Total AmountRequired
Payable Account Code
Tax AmountRequired
Opening Document Number
StatusRequired
Contact CodeRequired
Purchase Invoice TypeRequired
Document Type
Document Code
Supplier Invoice Number
Purchase Order Ref No
CurrencyRequired
Exchange Rate
Purchase Invoice DateRequired
Purchase Invoice Due DateRequired
Memo
Attachments
Unit Price GstInclusiveRequired
Due Amount
Is Recurring?Required
Is Recurring Activated?Required
Receipt StatusRequired
Account Code
Account Description
Discount
Discount In Percent
Tax Code
Tax Amount
Amount
Total Amount
Account Order
Recurrence Type
Recurrence Frequency
Invoice Recurring Count
Recurrence End Date
Contact NameRequired
Contact AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create a New Contact in CRM+
Creates a new Contact in CRM+ on a specified action
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Email
Contact Number
New People Name
Organization
Amount
PipelineRequired
StageRequired
Closing DateRequired
Deal Date
Visibility
Owner
Sub Owners
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
Total Price
Sub Total PriceRequired
Taxes IncludedRequired
Financial StatusRequired
Email
Contact IDRequired
Contact First NameRequired
Contact Last NameRequired
Contact Email
Line Items Product IdRequired
Line Items QuantityRequired
Line Items PriceRequired
Line Items Tax Rate
Line Items TitleRequired
Line Items DiscountRequired
Total TaxRequired
Total DiscountRequired
Shipping Lines
Payment Account Code
Billing Address1
Billing Address2
Billing CountryRequired
Billing StateRequired
Billing CityRequired
Billing Postal CodeRequired
Shipping Address1
Shipping Address2
Shipping CountryRequired
Shipping StateRequired
Shipping CityRequired
Shipping Postal CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product typeRequired
Product IdRequired
Product Barcode
Product description
Purchase account codeRequired
Sales account codeRequired
Purchase return account code
Sales return account code
Purchase tax code
Sales tax code
Is purchase price tax inclusive?Required
Is sales price tax inclusive?Required
Stock UomRequired
Cost Of Goods Sold AccountRequired
Stock Adjustment AccountRequired
Inventory AccountRequired
Category code
Category Description
Is TaxableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
NameRequired
Email
Contact Number
New People Name
Organization
Amount
PipelineRequired
StageRequired
Closing DateRequired
Deal Date
Visibility
Owner
Sub Owners
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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