All Gmail integrationsIntegration

Gmail and FreshBooks

Start a workflow in one and act in the other, with every step on the record. Ask your AI for it, or build it yourself.

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Gmail steps
21
FreshBooks steps
31
template
1

Ideas for Gmail and FreshBooks

Each one is a real trigger and action. Ask your AI for any of them, in your own words, and it builds the workflow.

  • WhenNew emailThenCreate client
  • WhenNew clientThenReply to email
  • WhenNew email matching searchThenUpdate client
  • WhenNew invoiceThenCreate draft
  • WhenNew labeled emailThenCreate invoice
  • WhenInvoice paidThenSend email

Templates that use Gmail and FreshBooks

Monthly FreshBooks overdue reminders, with approval for large invoices

On the 1st of each month, emails clients whose FreshBooks invoices are 30+ days overdue; anything over $5,000 is approved first.

What each app adds

Gmail

Triggers

  • New emailRuns when a new email arrives in your Gmail inbox
  • New email matching searchRuns for each new email that matches a Gmail search, such as from:billing@acme.com has:attachment, or label:Receipts for email a Gmail filter files away. Emails already there when the workflow is turned on don't start it.
  • New labeled emailRuns when an email is given a label, by you or by a Gmail filter. Use the label STARRED to run when you star an email. Emails labeled before the workflow is turned on don't start it.

Actions

  • List emailsList the emails that match a Gmail search, with each one's sender, subject and text.
  • Get email detailsGet who an email is from and to, its subject and its date.
  • Reply to emailSend a reply to an email, in the same conversation.
  • Create draftSave an email as a draft in Gmail without sending it. Set 'Reply to email' to draft a reply in that email's conversation.
  • Send emailSend an email.
  • Add label to emailAdd a label to an email.
See all 21 on the Gmail page

FreshBooks

Triggers

  • New clientRuns when a client is added in FreshBooks
  • New invoiceRuns when an invoice is created in FreshBooks
  • Invoice paidRuns when an invoice in FreshBooks is paid in full
  • New paymentRuns when a payment is recorded in FreshBooks

Actions

  • Create clientAdd a client: a company or person you bill. Give at least a company, a name or an email address.
  • Get clientGet a client's details by ID.
  • Update clientChange a client's details. Only the fields you fill in change.
  • Find clientFind a client by email address, or by part of their name or company. Says whether one was found, so a workflow can create the client when not.
  • List clientsList clients, optionally only those whose name matches.
  • Delete clientDelete a client. FreshBooks keeps it in its deleted list, where it can be restored.
See all 31 on the FreshBooks page

How to connect Gmail and FreshBooks

  1. Connect your AI

    Add Lodol to Claude, ChatGPT, Cursor or any MCP tool in one step, or open the editor.

  2. Connect Gmail and FreshBooks

    Sign in to each once in your workspace. Their keys are encrypted and used by name.

  3. Describe it, then turn it on

    Say what should happen, and when. Try a run, then turn it on; every run is traced.

Questions about Gmail and FreshBooks

Yes. Connect each app once in your Lodol workspace and any workflow can use both: 18 actions and 3 triggers in Gmail, and 27 actions and 4 triggers in FreshBooks.

Ask Claude, ChatGPT, Cursor or any AI tool connected to Lodol, in your own words, and it builds the workflow in your workspace. Or add the steps yourself in the visual editor, or start from one of the 1 template that already use both.

Free includes 100 runs a month. Builder starts at $18 a month for 2,500 runs and Pro at $120 for 10,000, and every plan has unlimited seats. A run counts once, however many steps it takes.

Connect Gmail and FreshBooks.

Ask for it in Slack, Claude or ChatGPT. Lodol does it every time, and tells you if anything breaks.

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