When this happens...
New mail matches your specified search criteria
New Email
New Attachment
New Starred Email

Automatically do this!
Create Customer
Delete Customer
Update Customer
Create Customer Groups
Delete Customer Group
Update Customer Groups
Get Customer
Create Discount Position
Create Position
Delete Position
Get Position
Update Position
Update Position Discount
Get Discount Position
Delete Discount Position
Create Discount Position Group
Create Position Groups
Get Position Groups
Update Position Groups
Delete Position Groups
Get Discount Position Group
Update Discount Position Groups
Delete Discount Position Group
Create Project
Get Project
Update Project
Delete Project
Create Task
Get Task
Update Task
Delete Task
Create Text Template
Get Text Templates
Update Text Template
Delete Text Template
Create Serial Number
Get Serial Number
Delete Serial Number
Create Stock
Get Stock
Create Document
Get Document
Delete Document
Update Document
Cancel Document
Send Document
Convert Document
Create Document Payments
Get Document Payment
Delete Document Payment
Create Time Tracking
Update Time Tracking
Delete Tracking Time
Create SEPA Payment
Update SEPA Payment
Delete SEPA Payment
Create a Contact
Update a Contact
Delete Contact
Delete Post-Boxes
Complete Document
Get Customer (1)
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When this happensTriggers
A trigger is an event that starts a workflow.
Search Gmail for messages that match a subject, sender, or CC received within the specified recent time window, and return each message's headers, body (HTML/plain), date, and link.
Retrieve Gmail messages for selected label(s) received within a recent timeframe and return each message's headers, body (HTML/plain), and attachment URLs.
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
Fetches starred Gmail messages received in a recent time window (default 15 minutes) and returns message metadata, subject, sender/recipient, plain/HTML body, and any attachments with Viasocket-uploaded URLs.
Triggered when a new Document is created in Easybill.
Triggered when an project is updated in Easybill.
Action is the task that follows automatically within your Gmail integrations.
Send an email through Gmail with subject and plain-text or HTML body; include optional CC, BCC, custom sender and reply-to, attach files or Google Drive/Workspace exports, and apply labels.
Remove a specified label from the first Gmail message matching the provided subject and/or sender criteria.
Search Gmail by subject and/or sender, find the first matching message, and add the selected label to it.
Send a reply to an existing Gmail thread (plain text or HTML). Supports To/CC/BCC, attachments, custom sender name, and optional labels.
Search Gmail messages by sender, subject, or label and return message details, attachments, and a next-page token for pagination.
Retrieve attachments from an email by Message ID and return attachment details (filename, MIME type, size) and accessible URLs.

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Gmail and Easybill accounts to viaSocket. Once connected, you can set up a workflow where an event in Gmail triggers actions in Easybill (or vice versa).
Absolutely. You can customize how Gmail data is recorded in Easybill. This includes choosing which data fields go into which fields of Easybill, setting up custom formats, and filtering out unwanted information.
The data sync between Gmail and Easybill typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Gmail and Easybill. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.
Learn MoreEasybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.
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