Create new Moneybird documents from new Gmail emails
Easily manage your business's financial documents with this efficient workflow. Whenever you receive a new email in your Gmail account, it will instantly create a new document in your Moneybird app. This automation simplifies keeping track of your financial records and ensures you never miss any important information.
Easily manage your business's financial documents with this efficient workflow. Whenever you receive a new email in your Gmail account, it will instantly create a new document in your Moneybird app. This automation simplifies keeping track of your financial records and ensures you never miss any important information.
- When this happens...New Email
Triggers when a new email appears in the specified mailbox.
- automatically do this!Create Document
Create a new document
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