Connect Gmail and ERP Docs
Integrate Gmail with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when New Attachment in Gmail
Create Document from Template in ERP Docs when New Attachment in Gmail
Get Bulk Send Batch from ERP Docs when New Attachment in Gmail
Get Bulk Send Rows from ERP Docs when New Attachment in Gmail
Get Documents from ERP Docs when New Attachment in Gmail
Popular Gmail + ERP Docs flows
Start from a real workflow other teams are already running.
Choose a trigger
Gmail
When this happens...
New Attachment
New Email Arrives
New Email Sent
Choose an action
ERP Docs
Automatically do this!
Get Templates
Create Document from Template
Get Bulk Send Batch
Get Bulk Send Rows
Get Documents
Download Signed Document
Send Document Reminder
Get Workspaces
Delete Brand Profile
Get Brand Profiles
Update Brand Profile
Create Brand Profile
Get Templates from ERP Docs when New Attachment in Gmail
Use this flowCreate Document from Template in ERP Docs when New Attachment in Gmail
Use this flowGet Bulk Send Batch from ERP Docs when New Attachment in Gmail
Use this flowGet Bulk Send Rows from ERP Docs when New Attachment in Gmail
Use this flowGet Documents from ERP Docs when New Attachment in Gmail
Use this flowDownload Signed Document from ERP Docs when New Attachment in Gmail
Use this flowSend Document Reminder via ERP Docs when New Attachment in Gmail
Use this flowGet Workspaces from ERP Docs when New Attachment in Gmail
Use this flowDelete Brand Profile in ERP Docs when New Attachment in Gmail
Use this flowGet Brand Profiles from ERP Docs when New Attachment in Gmail
Use this flowSupported Triggers & Actions
Everything you can automate between Gmail and ERP Docs.
When this happensTriggers
A trigger is an event that starts a workflow.
New Attachment
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
New Email Arrives
Runs when new email arrives. Filter by label, sender, or subject and choose to include or ignore replies.
New Email Sent
Runs the workflow automatically whenever a new email appears in the Sent mailbox or in a specified label.
Do thisActions
Action is the task that follows automatically within your Gmail integrations.
Send Email
send a new email message.
Modify Email Labels
Add or remove labels on a message or thread; target by thread ID, message ID, or search filters.
Reply To Thread
Reply to an existing email thread — choose recipients (sender/all/specific), send text or HTML, add attachments, and apply labels.
Get Thread Replies
Retrieve all messages in a thread excluding those sent from the specified email address.
Search_Email_Messages
Search emails (manual or AI), resolve custom labels by name or ID, and return message details, attachments, and a next-page token.
Get Email Attachment
Retrieve attachments from an email by Message ID and return attachment details (filename, MIME type, size) and accessible URLs.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Gmail and ERP Docs workflows.
Learn how to automate Gmail and ERP Docs workflows.
Learn how to automate Gmail and ERP Docs workflows.
Learn More About Automation
Automate Teamwork.com with Slack, Google Sheets & Email -Powered by viaSocket
Connect Teamwork.com with Slack, Google Sheets, and email using viaSocket to trigger real-time notifications, auto-create tasks from external requests, sync live reports, and automate client updates, deadlines, onboarding, and billing.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,300+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Gmail and ERP Docs free
No credit card required. Set up your first workflow in minutes.
About Gmail
Gmail is Google's email service that helps users send, receive, organize, search, and manage email messages with powerful spam filtering and integration across Google Workspace.
Learn moreSimilar apps
About ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Gmail and ERP Docs accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Gmail and ERP Docs as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ERP Docs. No coding required.
Yes. You can set up a workflow where Gmail triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in Gmail. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Gmail and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Gmail and ERP Docs integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
