Gmail + SmartBill Integration

Integrate Gmail to SmartBill in one click, or tell Integrately AI how you want each invoice handled. Generate your invoice automatically, send documents by email, create payment collections, and keep your accounts updated.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
Arrow Right
2.
  • Gmail
    Send email in Gmail
  • Gmail
    Reply to email in Gmail
  • Gmail
    Create draft in Gmail
  • Gmail
    Create draft reply in Gmail
  • Gmail
    Delete label in Gmail
  • Gmail
    Search email in Gmail
  • Gmail
    Add label to email in Gmail
  • Gmail
    Remove label from email in Gmail
  • Gmail
    Create label in Gmail
  • Gmail
    Update label in Gmail
  • SmartBill
    Get invoice PDF in SmartBill
  • SmartBill
    Create proforma in SmartBill
  • SmartBill
    Create payment collection in SmartBill
  • SmartBill
    Send document by email in SmartBill
  • SmartBill
    Create invoice in SmartBill

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Ready WorkflowsReady Workflows ย  for Gmail + SmartBill Integration

Create invoices from emails, send documents, track payments, and update your finances, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Gmail + SmartBill flow

Send invoice alerts, log accounting data in spreadsheets, and schedule follow-ups once your billing is processed. Pick a combination and activate it in one click.

Gmail
SmartBill
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Google DriveGoogle Drive (4)
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StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
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SlackSlack (4)
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Google CalendarGoogle Calendar (4)
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TrelloTrello (4)
G
S
G
When an email is received in Gmail, create a SmartBill invoice and upload the attachment to Google Drive
Incoming client emails automatically generate a SmartBill invoice while saving the attached document directly to Google Drive without manual downloading.
G
S
G
When a starred email arrives in Gmail, create a SmartBill proforma and save a copy in Google Drive
Important client emails marked with a star instantly generate a SmartBill proforma and back up the documentation in Google Drive.
G
S
G
When an email matching search is received in Gmail, create a SmartBill invoice and create a folder in Google Drive
Specific client search queries in Gmail trigger SmartBill invoice creation and set up a dedicated project folder in Google Drive.
G
S
G
Use Claude to extract billing details from a Gmail email, create a SmartBill invoice, and upload the summary to Google Drive
Claude parses messy email text to generate an accurate SmartBill invoice and saves a structured summary in Google Drive.

Supported triggers and actions for Gmail and SmartBill

Mix and match to build the exact automation you need

Gmail
Gmail Triggers & Actions
Email is received in Gmail
Triggers the automation when an email is received
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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
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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
Try it โ†’
Delete label in Gmail
Removes a particular label from the selected item
Try it โ†’
Search email in Gmail
Scan email inbox for keywords or sender
Try it โ†’
Add label to email in Gmail
Categorize and organize emails by adding labels based on criteria
Try it โ†’
Remove label from email in Gmail
Removes a label from an email
Try it โ†’
Create label in Gmail
Generates a new label
Try it โ†’
Update label in Gmail
Modify the label information
Try it โ†’
SmartBill
SmartBill Triggers & Actions
No trigger is available
Get invoice PDF in SmartBill
Retrieves the invoice as a PDF
Try it โ†’
Create proforma in SmartBill
Generates a proforma
Try it โ†’
Create payment collection in SmartBill
Try it โ†’
Send document by email in SmartBill
Emails the document
Try it โ†’
Create invoice in SmartBill
Generates a new invoice
Try it โ†’

What can you automate with Gmail + SmartBill?

Turn incoming emails into accurate invoices, automate your financial workflows, and keep your accounting platform perfectly synchronized with your inbox.

What you can automate?
๐Ÿงพ
Create invoices automatically from emails
Generate SmartBill invoices the moment new purchase orders or client requests arrive in your Gmail inbox. Eliminate manual data entry and speed up your billing cycle.
๐Ÿ“
Capture complete details from every thread
Extract structured order information, line items, and customer data directly from incoming emails into your SmartBill documents. Ensure nothing gets missed during transcription.
๐Ÿ””
Notify your team on new invoices
Send instant notifications to your finance or sales channels whenever a new SmartBill invoice or proforma is successfully created from an email.
๐Ÿ”€
Route invoices based on email content
Apply conditional rules to handle different types of customer requests, creating standard invoices, proformas, or payment collections based on specific email criteria.
๐Ÿ”„
Keep financial records up to date
Synchronize your inbox updates with your accounting platform so your ledger always reflects the latest communication and transaction statuses.
๐Ÿ‘ฅ
Create or update client accounts
Automatically check for existing client records in SmartBill when an email arrives, creating new profiles or updating existing ones to prevent duplicates.
๐Ÿ’ณ
Handle payments and proformas
Trigger specific accounting operations such as payment collections, proforma creation, or PDF retrieval based on email interactions.
๐Ÿ“ˆ
Extend workflows to connected apps
Connect Google Sheets, Slack, or Google Drive to your Gmail and SmartBill automation to build comprehensive financial and operational pipelines.
And much more...

Who is Gmail + SmartBill integration for?

Connecting Gmail and SmartBill helps business owners, accountants, and finance teams automate invoicing and eliminate manual data entry from emails.

Finance managers
Finance managers
Billing teams
Billing teams
Account managers
Account managers
E-commerce operators
E-commerce operators
Operations leads
Operations leads
Bookkeepers
Bookkeepers
๐Ÿ“Š
Finance managers
You're reviewing revenue reports every week but your accounting data only updates when someone manually creates invoices from client emails, so the financial figures you're deciding from are always a few days behind โ€” this integration means every email-based order creates a SmartBill invoice instantly and your reports stay current.
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Billing teams
You're managing client requests in your inbox but your invoicing system only updates after someone notices and re-types the details, so payment processing happens way too late โ€” automating both apps means every customer email triggers a SmartBill invoice immediately and your billing cycle runs on time.
๐Ÿค
Account managers
You're communicating with clients about project billing via email while your finance department waits for paperwork, so clients end up asking where their invoices are โ€” connecting these apps means every client confirmation in Gmail generates a SmartBill invoice right away and clients get their documents without delay.
๐Ÿ“ฆ
E-commerce operators
You're receiving hundreds of customer purchase orders in your inbox every day but manual data entry cannot keep up with the incoming volume, so orders sit unprocessed in your threads โ€” automating both apps means every incoming purchase email turns into a SmartBill invoice instantly and your team never falls behind.
๐Ÿ”„
Operations leads
You depend on staff to forward email orders to accounting before billing can even begin, so invoices are frequently delayed or forgotten entirely โ€” integrating these apps means every email is processed straight into a SmartBill invoice and your workflow moves forward without waiting on handoffs.
๐Ÿ“‹
Bookkeepers
You're cross-referencing inbox threads with accounting records but keep finding missing invoices and untracked client requests, so your financial history has persistent gaps โ€” this integration means every transaction-related email automatically creates a SmartBill invoice and your records stay complete.
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 Gmail + SmartBill

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

1,500+ apps connected
1,500+ apps connected
Connect Gmail + SmartBill 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 โ€” 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
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Gmail to SmartBill?
Frequently Asked Questions
Connecting Gmail to SmartBill takes just 1-click on Integrately. You can select a ready-made workflow or ask Integrately AI to build the automation for your exact billing needs, integrating seamlessly with tools like Google Drive, Stripe, Google Sheets, Slack, Google Calendar, and Trello.
Can I automatically create invoices in SmartBill from incoming emails in Gmail?
Frequently Asked Questions
Can I connect Gmail, SmartBill, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Gmail and SmartBill?
Frequently Asked Questions
How does Gmail handle email search and triggers in this integration?
Frequently Asked Questions
How does SmartBill process invoices created through automation?
Frequently Asked Questions
Do I need coding skills to automate Gmail and SmartBill?
Frequently Asked Questions
Is the Gmail and SmartBill integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

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