Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

bexio
Trigger: Watch Contacts
Gmail
Action: Select an action
1. Select a trigger
  • Watches for updated or newly created contacts.

  • Watches for files.

  • Watches for invoices.

  • Watches for orders.

  • Watches for payments.

  • Watches for products.

  • Watches for projects.

  • Watches for quotes.

  • Watches for timesheets.

2. Select an action
  • Copies an email or a draft into a selected folder.

  • Creates a new draft email.

  • Deletes an email by moving it to trash.

  • Gets a specific email info.

  • Sends a custom API call to Gmail. You can use this to call endpoints that aren’t covered by existing modules.

  • Marks an email or a draft as read by setting the "Read" flag.

  • Marks an email or a draft as unread by setting the "Unread" flag.

  • Moves the chosen email or a draft to the selected folder.

  • Replies to the specified email.

  • Sends a draft email.

  • Sends a new email.

  • Updates labels on the specified email message.

Select a trigger and an action

Create workflow (opens in a new tab)