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Connect UpBooks to Gmail

Use 1 documented UpBooks triggers to run 20 documented Gmail actions.

1 source triggers
20 target actions
Reverse direction supported

Why Connect UpBooks & Gmail?

Start with a UpBooks event

Choose from 1 documented triggers, including New Data Available.

Run a Gmail action

Send the event into one of 20 documented actions, such as Add Label to Email, Approve Workflow, Archive Email.

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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UpBooks

Triggers (1)

New Data Available

Emit new event when fresh data is available for a specific collection.

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Actions (6)

Add New Employee

Adds a new employee to Upbooks. See the documentation

Create Expense Category

Creates a new expense category in UpBooks. See the documentation

List Account Id Options

Retrieves available options for the Account Id field.

List Expense Ids Options

Retrieves available options for the Expense Ids field.

List Salary Component Id Options

Retrieves available options for the Salary Component Id field.

Record Outward Payment

Records an outward payment in UpBooks. See the documentation

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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

Integration Features

1 documented UpBooks triggers
20 documented Gmail actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Gmail to UpBooks direction

Capability Examples

UpBooks trigger → Gmail action

Catalog example
UpBooksUpBooks

New Data Available

GmailGmail

Add Label to Email

Gmail trigger → UpBooks action

Reverse direction
GmailGmail

New Attachment Received

UpBooksUpBooks

Add New Employee

How It Works

1

Connect Apps

Authenticate your UpBooks and Gmail accounts

2

Choose a Trigger

Select a documented UpBooks event

3

Choose an Action

Select the documented Gmail 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 1 documented UpBooks triggers.

Automated Actions

Run one of 20 documented Gmail 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 Gmail to UpBooks for bidirectional automation

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All UpBooks Integrations

Explore all available UpBooks connections

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All Gmail Integrations

Explore all available Gmail connections

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