Gmail + Zoho Books
Create Gmail drafts from new Zoho Books expenses
Simplify your financial management and save valuable time with this automation between Zoho Books and Gmail. Whenever there is a new expense logged in Zoho Books, a relevant draft is instantly prepared in Gmail. This ensures consistent tracking of your finances and initiates essential communication without any manual intervention. Focus on your key business operations while your financial oversight and correspondence process run smoothly.
Simplify your financial management and save valuable time with this automation between Zoho Books and Gmail. Whenever there is a new expense logged in Zoho Books, a relevant draft is instantly prepared in Gmail. This ensures consistent tracking of your finances and initiates essential communication without any manual intervention. Focus on your key business operations while your financial oversight and correspondence process run smoothly.
- When this happens...New Expense
Triggers when an expense is created.
- automatically do this!Create Draft
Create a draft email message.
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- 14 day trial for premium features & apps
OrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
Try ItOrganization NameRequired
Customer NameRequired
Estimate Number
Date
Expiry Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Exchange Rate
Estimate Notes
Send
Estimate Terms
Shipping Charge
OrganizationRequired
Try ItStatus
OrganizationRequired
Try ItOrganizationRequired
PAN Number
GSTIN or UIN
GST Treatment
Place of Contact
Contact NameRequired
Company Name
First Name
Last Name
Email
Website
Phone
Mobile
Billing Address Address
Billing Address City
Billing Address Zip
Billing Address State
Billing Address Country
Billing Address Fax
Shipping Address Address
Shipping Address City
Shipping Address State
Shipping Address Country
Shipping Address Fax
Shipping Address Zip
Payment Terms
Notes
Vat Treatment
Tax Treatment
TRN Number
Place of Supply
OrganizationRequired
Customer NameRequired
Invoice Number
Invoice Date
Due Date
Payment Terms
Discount
Exchange Rate
Item NameRequired
Description
QuantityRequired
RateRequired
Discount ($)
Payment Options
Shipping Charge
Adjustment
Allow Partial Payment
Notes
Send
VAT Treatment
Tax Treatment
Reference Number
