AppsPricingBlogTry it
Gmail logo
Workbooks CRM logo

Connect Gmail to Workbooks CRM

Use 5 documented Gmail triggers to run 5 documented Workbooks CRM actions.

5 source triggers
5 target actions
Reverse direction supported

Why Connect Gmail & Workbooks CRM?

Start with a Gmail event

Choose from 5 documented triggers, including New Attachment Received, New Email Matching Search, New Email Received.

Run a Workbooks CRM action

Send the event into one of 5 documented actions, such as Create Customer Order, Create Organisation, Create Person.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Gmail logo

Gmail

Triggers (5)

New Attachment Received

Emit new event for each attachment in a message received. This source is capped at 100 max new messages per run.

polling
New Email Matching Search

Emit new event when an email matching the search criteria is received. This source is capped at 100 max new messages per run.

polling
New Email Received

Emit new event when a new email is received.

polling
New Labeled Email

Emit new event when a new email is labeled.

polling
New Sent Email

Emit new event for each new email sent. (Maximum of 100 events emited per execution)

polling

Actions (20)

Add Label to Email

Add label(s) to an email message. See the docs

Approve Workflow

Suspend the workflow until approved by email. See the documentation

Archive Email

Archive an email message. See the documentation

Bulk Archive Emails

Archive multiple emails at once. See the documentation

Create Draft

Create a draft from your Google Workspace email account. See the documentation

Create Label

Create a new label in the connected account. See the documentation

Delete Email

Moves the specified message to the trash. See the documentation

Download Attachment

Download an attachment by attachmentId to the /tmp directory. See the documentation

Find Email

Find an email using Google's Search Engine. See the docs

Get Current User

Returns the authenticated Gmail user's name, email address, and mailbox stats (total messages and threads). Call this first when the user says 'my emails', 'my inbox', or needs identity context. Use the returned emailAddress to identify the user's own messages in **Find Email** results. See the documentation.

Get Send As Alias

Get a send as alias for the authenticated user. See the documentation

List Labels

List all the existing labels in the connected account. See the docs

List Send as a Delegate Options

Retrieves available options for the Send as a Delegate field.

List Send As Aliases

List all send as aliases for the authenticated user. See the documentation

List Signature Options

Retrieves available options for the Signature field.

List Thread Messages

List messages in a thread. See the docs

Remove Label from Email

Remove label(s) from an email message. See the docs

Send Email

Send an email from your Google Workspace email account. See the documentation

Update Signature for Email in Organization

Update the signature for a specific email address in an organization. A Google Cloud service account with delegated domain-wide authority is required for this action. See the documentation

Update Signature for Primary Email Address

Update the signature for the primary email address. See the documentation

Workbooks CRM logo

Workbooks CRM

Triggers (4)

New Organisation (Instant)

Emit new event when a new organisation is created.

webhook
New Person (Instant)

Emit new event when a new person is created.

webhook
New Posted Credit Note (Instant)

Emit new event when a new credit note is posted.

webhook
New Posted Invoice (Instant)

Emit new event when a new invoice is posted.

webhook

Actions (5)

Create Customer Order

Creates an order from your customers for your goods or services.

Create Organisation

Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.

Create Person

Creates a person. People are recorded in your database, e.g a contact, an employee.

Find or Create an Order

Returns and order if exists otherwise creates a new one.

Update Person

Updates a person.

Integration Features

5 documented Gmail triggers
5 documented Workbooks CRM actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Workbooks CRM to Gmail direction

Capability Examples

Gmail trigger → Workbooks CRM action

Catalog example
GmailGmail

New Attachment Received

Workbooks CRMWorkbooks CRM

Create Customer Order

Workbooks CRM trigger → Gmail action

Reverse direction
Workbooks CRMWorkbooks CRM

New Organisation (Instant)

GmailGmail

Add Label to Email

How It Works

1

Connect Apps

Authenticate your Gmail and Workbooks CRM accounts

2

Choose a Trigger

Select a documented Gmail event

3

Choose an Action

Select the documented Workbooks CRM operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 5 documented Gmail triggers.

Automated Actions

Run one of 5 documented Workbooks CRM actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Workbooks CRM logoGmail logo

Reverse Integration Available

Also connect Workbooks CRM to Gmail for bidirectional automation

View Integration
Gmail logo

All Gmail Integrations

Explore all available Gmail connections

View All Integrations
Workbooks CRM logo

All Workbooks CRM Integrations

Explore all available Workbooks CRM connections

View All Integrations

Ready to Connect Gmail & Workbooks CRM?

Build this supported workflow in Mazaal AI and test it with your own provider accounts.

Get Started Free