Gmail and Ramp

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.

Ramp

Triggers

• New transactionRuns when a card purchase appears in Ramp, usually while it is still pending, with the amount, merchant, cardholder and their email, and how many receipts it has. Set When to clears to run once the purchase clears instead, when a missing receipt is worth chasing
• New reimbursementRuns when someone submits a reimbursement in Ramp, with who it is for, the amount and the merchant
• New billRuns when a bill is added to Ramp Bill Pay, with the vendor, invoice number, amount and due date

Actions

• List transactionsList card transactions, newest first, filtered by date, state, cardholder, department, location, category or amount.
• Get transactionGet one card transaction: amount, merchant, cardholder, memo, category and whether it has everything it needs.
• Set transaction memoWrite the memo on a card transaction (what it was for), replacing the one it had.
• Upload receiptUpload a receipt image or PDF to a card transaction. Without a transaction, Ramp matches it to the right one itself.
• List reimbursementsList reimbursements of out-of-pocket and mileage expenses, filtered by date, state or person.
• Get reimbursementGet one reimbursement: who it is for, the amount, the merchant, its state and when it was approved and paid.