Deskera + Gmail Integration

Integrate Deskera to Gmail in one click, or tell Integrately AI how you want each invoice handled. Send confirmation emails, alert your finance team, update records, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Deskera
    Debit note is deleted in books in Deskera Instant
  • Deskera
    Credit note is created in books in Deskera Instant
  • Deskera
    Debit note is updated in books in Deskera Instant
  • Deskera
    Debit note is created in books in Deskera Instant
  • Deskera
    Invoice is deleted in books in Deskera Instant
  • Deskera
    Invoice is updated in books in Deskera Instant
  • Deskera
    Invoice is created in books in Deskera Instant
  • Deskera
    Bill is deleted in books in Deskera Instant
  • Deskera
    Credit note is updated in books in Deskera Instant
  • Deskera
    Credit note is deleted in books in Deskera Instant
  • Deskera
    Bill is updated in books in Deskera Instant
  • Deskera
    Quotation is created in Deskera
  • Deskera
    Contact is updated in sales in Deskera Instant
  • Deskera
    Contact is deleted in sales in Deskera Instant
  • Deskera
    Deal is updated in sales in Deskera Instant
  • Deskera
    Deal is deleted in sales in Deskera Instant
  • Deskera
    Stock is increased for a product in book in Deskera Instant
  • Deskera
    Stock is reduced for a product in book in Deskera Instant
  • Deskera
    Bill is created in books in Deskera Instant
  • Deskera
    Contact is created in Deskera
  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera Instant
  • Deskera
    Product is created in Deskera
  • Deskera
    Sales invoice is created in Deskera
  • Deskera
    Deal is created in CRM+ in Deskera Instant
  • Deskera
    Payment entry is created in Deskera
  • Gmail
    Email is received in Gmail
  • Gmail
    Label is added to email in Gmail
  • Gmail
    New email is starred in Gmail
  • Gmail
    Email matching search is received in Gmail
  • Gmail
    Thread is started in Gmail
  • Gmail
    Label is created in Gmail
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2.

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Ready Workflows Ready Workflows for Deskera + Gmail Integration

Send emails for new invoices, notify teams about deals, alert contacts, and trigger follow-up replies, all in just one click.

Most popular automationmost-popular-automations
Deskera + Gmail Integration

Send Gmail email for new Deskera contact

Anytime a new contact is added to your Deskera, automatically send them a email through Gmail letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Deskera - Gmail integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Deskera + Gmail flow

Sync financial data and customer communications across your core tools, then trigger downstream tasks instantly. Pick a combination and activate it in one click.

Deskera
Gmail
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
+
HubSpotHubSpot (3)
+
CalendlyCalendly (3)
D
S
G
Create a Stripe customer for every new invoice in Deskera, and send a confirmation email in Gmail.
New Deskera invoices instantly generate Stripe customer profiles and dispatch confirmation emails through Gmail, eliminating manual data entry.
D
S
G
When a bill is created in Deskera, create a Stripe charge and send a notification email in Gmail.
Process payments faster by generating Stripe charges from Deskera bills while alerting your team via Gmail.
D
S
G
If a Deskera contact is created, create a Stripe customer record and send a welcome email in Gmail.
New contacts in Deskera instantly create Stripe profiles and receive personalized Gmail welcomes.

Supported triggers and actions for Deskera and Gmail

Mix and match to build the exact automation you need

Deskera
Deskera Triggers & Actions
Instant
Debit note is deleted in books in Deskera
Triggers the automation when a debit note is deleted.
Try it →
Instant
Credit note is created in books in Deskera
Triggers the automation when a credit note is created.
Try it →
Instant
Debit note is updated in books in Deskera
Triggers the automation when a debit note is updated.
Try it →
Instant
Debit note is created in books in Deskera
Triggers the automation when a debit note is created.
Try it →
Instant
Invoice is deleted in books in Deskera
Triggers the automation when a invoice is deleted.
Try it →
Instant
Invoice is updated in books in Deskera
Triggers the automation when a invoice is updated.
Try it →
Instant
Invoice is created in books in Deskera
Triggers the automation when a invoice is created.
Try it →
Instant
Bill is deleted in books in Deskera
Triggers the automation when a bill is deleted.
Try it →
Instant
Credit note is updated in books in Deskera
Triggers the automation when a credit note is updated.
Try it →
Instant
Credit note is deleted in books in Deskera
Triggers the automation when a credit note is deleted.
Try it →
Instant
Bill is updated in books in Deskera
Triggers the automation when a bill is updated
Try it →
Quotation is created in Deskera
Activates the automation when a new quotation is created
Try it →
Instant
Contact is updated in sales in Deskera
Triggers the automation when a contact is updated in sales
Try it →
Instant
Contact is deleted in sales in Deskera
Triggers the automation when a contact is deleted in sales
Try it →
Instant
Deal is updated in sales in Deskera
Triggers the automation when a deal is updated.
Try it →
Instant
Deal is deleted in sales in Deskera
Triggers the automation when a deal is deleted.
Try it →
Instant
Stock is increased for a product in book in Deskera
Triggers the automation when a stock is increased for a product.
Try it →
Instant
Stock is reduced for a product in book in Deskera
Triggers the automation when a stock is reduced for a product.
Try it →
Instant
Bill is created in books in Deskera
Triggers the automation when a bill is created.
Try it →
Contact is created in Deskera
Triggers the automation when a new contact is created
Try it →
CRM Contact is created in Deskera
Try it →
Instant
Contact is created in CRM+ in Deskera
Triggers the automation when a new contact is created in CRM+
Try it →
Product is created in Deskera
Triggers the automation when a new product is created
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Sales invoice is created in Deskera
Triggers the automation when a sales invoice is created
Try it →
Instant
Deal is created in CRM+ in Deskera
Triggers the automation when a deal is created in CRM
Try it →
Payment entry is created in Deskera
Triggers the automation when a payment entry is created
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Create payment entry in Deskera
Creates a new payment entry
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Search invoice in Deskera
Searches for an invoice
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Create contact in Deskera
Adds a new contact to the database
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Create sales invoice in Deskera
Generates a new sales invoice with pre-filled details
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Create crm contact in Deskera
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Search contact in Deskera
Finds and retrieves contact information
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Search CRM contact in Deskera
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Create a new contact in CRM+ in Deskera
Adds a new contact to the crm contact list
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Search product in Deskera
Searches for a product
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Create product in Deskera
Generates and launch new products
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Create account in Deskera
Generates a new account
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Search account in Deskera
Searches for account information
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Create quotation in Deskera
Generates a new quotation with predefined details
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Update contact in Deskera
Updates contact information with new details
Try it →
Gmail
Gmail Triggers & Actions
Email is received in Gmail
Triggers the automation when an email is received
Try it →
Label is added to email in Gmail
Triggers the automation when any email is labelled
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New email is starred in Gmail
Triggers the automation when any email is starred
Try it →
Email matching search is received in Gmail
Triggers the automation when an incoming email matches a particular search criteria
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Thread is started in Gmail
Triggers the automation when a new thread is created
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Label is created in Gmail
Triggers the automation when a new label is created
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Send email in Gmail
Sends an email to a recipient
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Reply to email in Gmail
Replies to an email
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Create draft in Gmail
Adds a new contact to the contact list
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Create draft reply in Gmail
Adds a new contact to the contact list
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Delete label in Gmail
Removes a particular label from the selected item
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Search email in Gmail
Scan email inbox for keywords or sender
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Add label to email in Gmail
Categorize and organize emails by adding labels based on criteria
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Remove label from email in Gmail
Removes a label from an email
Try it →
Create label in Gmail
Generates a new label
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Update label in Gmail
Modify the label information
Try it →

What can you automate with Deskera + Gmail?

Streamline your financial communications and eliminate manual data entry by connecting accounting events directly to email actions.

What you can automate?
✉️
Send emails automatically for new invoices
Create Gmail emails instantly whenever invoices or bills are generated in Deskera without manual drafting.
📋
Capture every submitted line item and field
Map all available Deskera invoice items and contact fields directly into detailed Gmail message bodies.
🔔
Notify the right team member immediately
Alert specific finance or sales personnel in Gmail the moment a transaction or contact updates in Deskera.
🔀
Route emails based on specific billing fields
Send custom Gmail follow-up templates depending on specific account tiers or invoice totals submitted in Deskera.
🔄
Keep email records synchronized
Update your Gmail drafts or threads automatically whenever corresponding Deskera financial records are modified.
🔍
Search contacts to prevent duplicate emails
Search existing contacts in Deskera before creating new entries or sending automated emails to maintain clean records.
📑
Handle later payment and credit statuses
Trigger specific Gmail notifications when Deskera invoices, debit notes, or credit notes reach final paid or deleted statuses.
🔗
Extend flows with Slack notifications
Connect Deskera and Gmail with Slack to broadcast team alerts whenever financial documents are processed.
And much more...

Who is Deskera + Gmail integration for?

Finance teams, business owners, and sales managers who need to connect accounting data with client communications find this automation essential for eliminating manual work.

Finance managers
Finance managers
Operations leads
Operations leads
Account executives
Account executives
Billing specialists
Billing specialists
Sales representatives
Sales representatives
Compliance officers
Compliance officers
📊
Finance managers
You're reviewing revenue and billing updates in Deskera but your team misses payment notifications buried in Gmail, so the financial reports you present to leadership are always a few hours out of date — this integration means every transaction update triggers an instant alert and keeps your records accurate.
Operations leads
You're tracking daily orders and bills in Deskera but customer inquiries sit unread in Gmail until someone checks manually, so urgent client issues get resolved too late — connecting these apps means every new invoice or bill automatically generates tracked email follow-ups.
🤝
Account executives
You're updating client details and deals in Deskera while clients expect immediate updates sent to their Gmail inboxes, so keeping stakeholders informed requires tedious copy-pasting — automating both apps means client updates dispatch instantly without manual intervention.
📈
Billing specialists
You're generating high volumes of invoices and credit notes in Deskera and emailing them one by one through Gmail, so human errors and missed receipts pile up during peak periods — this integration means every document dispatches automatically without bottlenecking your team.
👥
Sales representatives
You're waiting on finance updates in Deskera before following up with clients via Gmail, so valuable touchpoints are delayed while team members pass information back and forth — automating these workflows means you receive instant email alerts the moment an account updates.
🗂️
Compliance officers
You're logging financial entries and partner updates in Deskera while important communication trails remain scattered across Gmail, so audit histories end up with frustrating gaps — this integration means every transaction securely aligns with your correspondence records.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Deskera + Gmail

Build and manage your Deskera + Gmail automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Deskera + Gmail with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Deskera to Gmail?
Frequently Asked Questions
You can connect Deskera to Gmail in 1 click using ready templates, or ask Integrately AI to build the automation. It also connects with tools like Slack, HubSpot, and Stripe seamlessly.
Can I automatically send Gmail emails when a new invoice is created in Deskera?
Frequently Asked Questions
Can I connect Deskera, Gmail, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Deskera and Gmail?
Frequently Asked Questions
How do I handle contact updates between Deskera and Gmail?
Frequently Asked Questions
Can I trigger email replies in Gmail based on Deskera triggers?
Frequently Asked Questions
Do I need coding skills to automate Deskera and Gmail?
Frequently Asked Questions
Is the Deskera and Gmail integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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