When this happens...
New Attachment
New Email Received

Automatically do this!
Create Invoice
Create Contact
Create Item
Create Estimate
Create Contact Person
Find Contact
Record Payment
Find Invoice
Update Contact
Find contact
Update invoice
When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
Runs when new email arrives
Action is the task that follows automatically within your Gmail integrations.
send a new email message.
Add or remove a label on a specific email or the first email that matches a subject or sender.
Reply to an existing Gmail thread (plain text or HTML). Supports To/CC/BCC, attachments, custom sender name, and optional labels.
Retrieve all messages in a thread excluding those sent from the specified email address.
Find Gmail messages by sender, subject, label, or AI/advanced query and return message details, attachments, and a next-page token.
Retrieve attachments from an email by Message ID and return attachment details (filename, MIME type, size) and accessible URLs.

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To start, connect both your Gmail and Zoho Invoice accounts to viaSocket. Once connected, you can set up a workflow where an event in Gmail triggers actions in Zoho Invoice (or vice versa).
Absolutely. You can customize how Gmail data is recorded in Zoho Invoice. This includes choosing which data fields go into which fields of Zoho Invoice, setting up custom formats, and filtering out unwanted information.
The data sync between Gmail and Zoho Invoice 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 Zoho Invoice. 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 MoreZoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing
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