Financial Cents + Gmail

Send emails in Gmail for new clients in Financial Cents

Get your client communications flowing effortlessly with this streamlined process. When a new client joins your system in Financial Cents, a tailored email is sent straight from your Gmail account. It not only saves you time on manual tasks but also helps in setting a positive first impression and jump-starting the customer relationship. This automation takes care of your introduction for you, so you can focus more on providing quality financial advice.

When this happens...
New Client
Triggers when a new client is created.
TriggerInstant
automatically do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

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Supported triggers and actions

New Client
Triggers when a new client is created.
Trigger
Instant
Try It
- Display NameRequired
- Contact Name
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
Action
Write
- TemplateRequired
- Client
- Zapier Date
Action
Write
- NameRequired
Action
Search
- TitleRequired
Action
Search

- Contact NameRequired
- Client IDRequired
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Search or write
New Label
Triggers when you add a new label.
Trigger
Polling
Try It

- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- 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
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Client IDRequired
- Contact NameRequired
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Write
- Contact IDRequired
- Contact NameRequired
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Write
- NameRequired
Action
Search
- NameRequired
- Display NameRequired
- Contact Name
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
Action
Search or write
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
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
- LabelRequired
- MessageRequired
Action
Write
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- 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
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search

About Financial Cents

Financial Cents is a project and customer management software for bookkeepers and accountants

Learn more

Related categories

Project 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 more

Financial Cents + Gmail

Send emails in Gmail for new clients in Financial Cents

New Client

Create Client

Create Project

Find Client

Find Template

Find or Create a Contact

New Label

New Labeled Email

New Email Matching Search

New Conversation

Archive Email

Create Draft

Create Label

Remove Label From Email

Reply to Email

Find or Send Email

New Contact

Create Contact

Update Contact

Find Contact

Find or Create a Client

New Attachment

New Labeled Conversation

New Email

New Starred Email

Add Label to Email

Delete Email

Create Draft Reply

Send Email

Remove Label From Conversation

Find Email

About Financial Cents

Related categories

About Gmail

Related categories

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