Automatically send payment request emails via Gmail when payment information is added to Google Sheets
Automatically send payment request emails via Gmail when payment information is added to Google Sheets
Launch this workflow to connect
Gmail &
Google Sheets
!
■Overview
After entering payment information in Google Sheets, opening Gmail each time to create and send payment collection request emails becomes increasingly time-consuming as the number of entries grows.
When workloads get busy, it can also increase the risk of input errors and missed emails.
With this workflow, adding payment information to Google Sheets triggers the automatic sending of payment collection request emails via Gmail, helping resolve these manual process challenges.
When workloads get busy, it can also increase the risk of input errors and missed emails.
With this workflow, adding payment information to Google Sheets triggers the automatic sending of payment collection request emails via Gmail, helping resolve these manual process challenges.
■Who is this template for?
- Anyone who manages payment information in Google Sheets and manually creates payment collection emails in Gmail
- Anyone who wants to prevent human errors such as missed payment collection emails or incorrect recipients
- Anyone who wants to streamline monthly payment collection tasks and focus on core operations
■Benefits of using this template
- When a row is added to Google Sheets, a payment collection request email is automatically sent from Gmail, reducing the time spent manually creating and sending emails.
- It helps prevent human errors such as incorrect recipient settings and mistakes when copying information into the email body, supporting accurate payment collection operations.
■How the flow bot works
- First, connect Google Sheets and Gmail to Yoom from the Yoom admin screen.
- Set the Google Sheets action “When a row is added” as the trigger. The flow automatically starts when a new row is added to a specific sheet.
- Finally, select Gmail’s “Send an email” action as the operation. Configure the flow to include information from the newly added row in Google Sheets, such as the customer name, invoice amount, and payment due date, in the email subject or body, and automatically send the email to the specified recipients.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customizable points in this workflow
- You can flexibly configure the recipients for emails sent via Gmail by using email addresses from a specific column in Google Sheets or setting fixed email addresses.
- You can insert information such as the customer name, invoice amount, and payment due date from the Google Sheets row as variables in the email subject and body.
■Notes
- Connect both Google Sheets and Gmail to Yoom.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest available trigger interval varies by plan.
- For important notes when using Google Sheets as an app trigger, see “[App Trigger] Important Notes About the Google Sheets Trigger”.
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About the apps you use
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
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At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
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No-Code API Actions
Executable API actions
Flowbot triggers
When an Email Matching Specific Keywords Is Received
When an Email with a Specific Label Is Received
When an Email with a Specific Label Is Received (Specify Label ID)
When a Row Is Added
When a Row Is Updated
Flowbot operations
Search Emails
Move Message to Trash
Add Label to Specific Message
Remove Label from Specific Message
Retrieve Specific Message
Set a Value in a Cell
Get Values
Clear Values
Create a New Spreadsheet
Copy a Sheet (Tab)
Add a New Sheet (Tab)
Delete Sheet (Tab)
Replace Values
Update Sheet Name
Delete Rows
Get Spreadsheet Info
Get Sheet Names
Apply a Formula to a Range
Flowbot triggers
When an Email Matching Specific Keywords Is ReceivedWhen an Email with a Specific Label Is ReceivedWhen an Email with a Specific Label Is Received (Specify Label ID)
Flowbot operations
Search EmailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific Message
Flowbot triggers
When a Row Is AddedWhen a Row Is Updated
Flowbot operations
Set a Value in a CellGet ValuesClear ValuesCreate a New SpreadsheetCopy a Sheet (Tab)Add a New Sheet (Tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet Sheet NamesApply a Formula to a RangeEnter Values in a RangeEmbed an Image in a CellSort by Specific ColumnHide a SheetAdd a Note to the Specified CellsInsert ColumnsDelete ColumnsWrite Values to Multiple ColumnsAdd RowsMore inspiration for you
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