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.

Xero
Trigger: Watch Bank Transactions
Gmail
Action: Select an action
1. Select a trigger
  • Triggers when a bank transaction is added or updated.

  • Triggers when a new bank transfer is created.

  • Triggers when a contact is created or updated.

  • Triggers when a credit note is added or updated.

  • Triggers when employee leave is approved.

  • Triggers when a new event is created.

  • Triggers when an invoice is added or updated.

  • Triggers when a new item is created.

  • Triggers when a manual journal is created or updated.

  • Triggers when a payment is created or updated.

  • Triggers when an order is added or updated.

  • Triggers when a quote is created.

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)