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Connect Gmail to Zoho Books

Use 5 documented Gmail triggers to run 24 documented Zoho Books actions.

5 source triggers
24 target actions
Reverse direction supported

Why Connect Gmail & Zoho Books?

Start with a Gmail event

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

Run a Zoho Books action

Send the event into one of 24 documented actions, such as Create Customer, Create Customer Payment, Create Employee.

Map and review the workflow

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

Available Triggers & Actions

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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.

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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.

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New Email Received

Emit new event when a new email is received.

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New Labeled Email

Emit new event when a new email is labeled.

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New Sent Email

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

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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

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Zoho Books

Triggers (4)

New Customer

Emit new event when a new customer is created.

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New Expense

Emit new event when a new expense is created.

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New or Updated Invoice

Emit new event when a new invoice is created or an existing invoice is updated.

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New Sales Order

Emit new event when a new sales order is created.

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Actions (24)

Create Customer

Creates a new customer. See the documentation

Create Customer Payment

Creates a new payment. See the documentation

Create Employee

Creates an employee for an expense. See the documentation

Create Estimate

Creates a new estimate. See the documentation

Create Invoice

Creates an invoice for your customer. See the documentation

Create Item

Creates a new item. See the documentation

Create Sales Order

Creates a sales order. See the documentation

Delete Contact

Deletes an existing contact. See the documentation

Get Invoice

Gets the details of an invoice. See the documentation

Get Item

Gets the details of an existing item. See the documentation

List Account Id Options

Retrieves available options for the Account Id field.

List Contacts

Lists all contacts given the organization_id. See the documentation

List Currency Id Options

Retrieves available options for the Currency Id field.

List Customer Id Options

Retrieves available options for the Customer Id field.

List Expense Id Options

Retrieves available options for the Expense Id field.

List Expenses

List all the Expenses. See the documentation

List Invoices

Lists all invoices. See the documentation

List Item Id Options

Retrieves available options for the Item Id field.

List Salesorder Id Options

Retrieves available options for the Salesorder Id field.

List Tax Authority Id Options

Retrieves available options for the Tax Authority Id field.

List Tax Exemption Id Options

Retrieves available options for the Tax Exemption Id field.

List Tax Id Options

Retrieves available options for the Tax Id field.

List Template Id Options

Retrieves available options for the Template Id field.

List Time Entry Ids Options

Retrieves available options for the Time Entry Ids field.

Integration Features

5 documented Gmail triggers
24 documented Zoho Books actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Zoho Books to Gmail direction

Capability Examples

Gmail trigger → Zoho Books action

Catalog example
GmailGmail

New Attachment Received

Zoho BooksZoho Books

Create Customer

Zoho Books trigger → Gmail action

Reverse direction
Zoho BooksZoho Books

New Customer

GmailGmail

Add Label to Email

How It Works

1

Connect Apps

Authenticate your Gmail and Zoho Books accounts

2

Choose a Trigger

Select a documented Gmail event

3

Choose an Action

Select the documented Zoho Books 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 24 documented Zoho Books 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.

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Reverse Integration Available

Also connect Zoho Books to Gmail for bidirectional automation

View Integration
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All Gmail Integrations

Explore all available Gmail connections

View All Integrations
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All Zoho Books Integrations

Explore all available Zoho Books connections

View All Integrations

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