Leverage the power of Gmail and QuickBooks to automate crypto‑focused workflows, from invoicing smart contract payments to tracking token‑based expenses. This integration eliminates manual data entry, ensures real‑time accounting, and frees your team to focus on strategy.
Monitors your Gmail for invoices that accept crypto. When one arrives, the workflow parses the invoice details and sends you an approval request in Slack with a one-click Approve button. Once approved, USDC is sent from your B3OS wallet automatically. ### Quick Setup: 1. Import your own or use your B3OS treasury wallet 2. Connect Gmail so B3OS can detect incoming invoices 3. Choose the Slack channel where approval requests should appear 4. Test and publish!
Gmail: Send Email
ActionSend an email via Gmail. Use this to send notifications, alerts, or automated emails to users. Supports HTML body content, CC/BCC recipients, and reply threading. Ideal for: price alerts, workflow notifications, user communications, automated reports.
Gmail: New Email Matching Search
TriggerTriggers when a new email matching a Gmail search query is received. Supports Gmail search operators like 'from:[email protected] subject:invoice'. Polls your real Gmail inbox via OAuth.
Gmail: New Email Received
TriggerTriggers when a new email is received in your Gmail inbox. Polls your real Gmail account via OAuth — unlike the Email trigger which uses a disposable Pipedream inbox.
Gmail: Create Draft
ActionCreate a draft email in Gmail for later review and sending. Use this when you want to prepare emails that need human approval before sending. Ideal for: scheduled communications, review workflows, template-based emails.
QuickBooks: Search Accounts
ActionSearch accounts in QuickBooks Online by name, type, or other criteria. Returns account IDs, names, types, and balances. Use this to look up account IDs needed for creating purchases or other transactions. Ideal for: account lookup, finding account IDs, listing expense categories.
QuickBooks: Search Purchases
ActionSearch and list purchases in QuickBooks Online. Supports SQL-like queries for filtering (WHERE), sorting (ORDER BY), and pagination. Returns an array of purchase transactions matching your criteria. Ideal for: expense reports, transaction lookups, audit trails, data exports.
