Connect Deskera and Gmail and Google Docs integrations

Connect Deskera and Gmail and Google Docs with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Deskera and Gmail and Google Docs to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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Popular Deskera and Gmail and Google Docs workflows.

Looking to get more out of Deskera and Gmail and Google Docs? With Make you can visually integrate Deskera and Gmail and Google Docs into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Create a Document from a Template containing data from a record in Airtable

When a new record from Airtable is received, a new document from a template and with values from the record is created and then sent to Gmail as PDF.

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Creation of documentation (e.g. contract) for a new deal that meets a specified criteria on Hubspot CRM

Get a list of deals that meet a specific criteria, this example filters deals that are in the"Appointment Scheduled" stage. Multiple documentations are created from templates that already exist in Google Drive and they are modified based on the fields from records of the deal received. Those documents are converted to PDF and mailed by Gmail as attachments. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.

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Creation of documentation (e.g. contract) for a new deal meeting specified criteria

When there are deals meeting specified criteria, a multiple documentation (e.g. contract) is created from corresponding templates. These documents are exported to PDF and then sent as attachment in an e-mail. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.

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HubSpot - Google Docs - Dropbox Contract Management

Grab Contact information from HubSpot CRM, push it into a Google Doc Contract Template (we used this Google Doc in the scenario) upload the compiled Contract to a designated Dropbox folder and send it as an attachment via Gmail.

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Loyverse receipt in PDF file in attachments to email

Every time a sales receipt is generated in Loyverse POS, Make sends this receipt as a PDF file in attachment to the email address of the customer to whom receipt is assigned.

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Add client inbox label to Gmail

The Google Sheets module checks for matches between the sender’s email address and the list of client email addresses. If a match is found, the label client_mailbox is added to the email. More information here.

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Save a Gmail email from a specific sender to Google Sheets as a new row

Use this template to save a Gmail message from a specific sender to your Google Sheets spreadsheet as a new row.

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Save a Gmail email to Google Sheets as a new row

Use this template to save a Gmail email message to your Google Sheets spreadsheet as a new row.

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Save a Gmail email containing a specific phrase to Google Sheets as a new row

Use this template to save a Gmail message containing a specific phrase to your Google Sheets spreadsheet as a new row.

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Build your Deskera and Gmail and Google Docs integrations.

Create custom Deskera and Gmail and Google Docs workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Copy an Email

Copies an email or a draft into a selected folder.

Action

Create A Deal

Creates a deal in CRM.

Action

Create a Bill

Creates a new bill on Deskera.

Action

Create a CRM Contact

Creates a contact in CRM.

Action

Create a CRM+ Contact

Create a contact in CRM+

Action

Create a Contact

Creates a new contact on Deskera.

Action

Create a Contractor

Creates a contractor to People on Deskera.

Action

Create a Document

Creates a new Google document by adding the content of HTML format.

Action

Create a Document from a Template

Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.

Action

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