--- title: "Connect Daftra and Gmail - APIANT.ai" description: "When \"Client Created\" fires in Daftra, your agent runs \"Add Label To Email\" in Gmail, or \"New Gmail Message\" in Gmail to \"Add Invoice\" in Daftra." canonical: "https://apiant.ai/connect/daftra-to-gmail" --- # Connect Daftra and Gmail When **Client Created** fires in [Daftra](https://apiant.ai/connections/daftra), your agent runs **Add Label To Email** in [Gmail](https://apiant.ai/connections/gmail), or **New Gmail Message** in Gmail to **Add Invoice** in Daftra. Describe the whole flow and it is built, tested on every scenario and kept running. Daftra **9** triggers Daftra **38** actions Gmail **2** triggers Gmail **41** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Daftra and Gmail to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Daftra and Gmail can do together ### From Daftra to Gmail - When **Client Created** in Daftra then **Add Label To Email** in Gmail - When **Client Updated** in Daftra then **Create Email Draft** in Gmail ### From Gmail to Daftra - When **New Gmail Message** in Gmail then **Add Invoice** in Daftra - When **Email Sent** in Gmail then **Add Invoice Payment** in Daftra Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Daftra and Gmail ## Triggers and actions 11 triggers · 79 actions - Trigger **Client Created** Triggers when a new client is added to your Daftra account. - Trigger **Client Updated** Triggers when a client is added or updated in Daftra. - Trigger **Estimate Updated** Triggers when an estimate (quote) is created or updated in Daftra. - Trigger **Invoice Created** Triggers when a new invoice (or debit note) is created in Daftra. - Trigger **Invoice Updated** Triggers when an invoice or debit note is created or updated in Daftra. - Trigger **Journal Created** Triggers when a new journal entry is created in Daftra. - Trigger **Journal Updated** Triggers when a journal entry is created or updated in Daftra. - Trigger **Product Created** Triggers when a new product is added in Daftra. - Trigger **Product Updated** Triggers when a product is added or updated in Daftra. - Action **Add Client** Creates a new client in Daftra and returns its id and client number. - Action **Add credit note** Creates a credit note for a client in Daftra, optionally against a source invoice, with line items. - Action **Add Estimate** Creates a new estimate (quote) for a client in Daftra, with optional line items. - Action **Add Expense** Creates an expense in Daftra with its amount, date, vendor, category and optional taxes, account splits and cost-center allocations. - Action **Add Invoice** Creates a sales invoice for a client in Daftra, with optional line items and payments, and returns the new invoice's id. - Action **Add Invoice Payment** Records a payment against an existing Daftra invoice and returns the new payment's id. - Action **Add Journal** Creates a manual double-entry journal entry with its debit and credit lines. Total debits must equal total credits. - Action **Add Product** Creates a new product, service or bundle in Daftra and returns its id. - Action **Add Refund Receipt** Creates a refund receipt against an existing invoice in Daftra, with optional refunded line items and refund payments. - Action **Add Supplier** Creates a new supplier in Daftra and returns its id. - Action **Delete Client** Deletes a client from Daftra. The client must have no invoices, payments or other related records. - Action **Delete credit note** Deletes a credit note in Daftra by its ID. - Action **Delete Estimate** Deletes an estimate (quote) in Daftra. Estimates already converted to an invoice or sales order cannot be deleted. - Action **Delete Expense** Deletes an expense in Daftra, along with its related accounting journal and attachments. - Action **Delete Invoice** Deletes a sales invoice in Daftra by its ID. - Action **Delete Invoice Payment** Deletes an invoice payment, re-adjusting the related invoice's paid total and the client's balance. - Action **Delete Product** Deletes a product, service or bundle in Daftra by its ID. - Action **Delete Refund Receipt** Deletes a refund receipt in Daftra by its ID. - Action **Delete Supplier** Deletes a supplier from Daftra. Suppliers referenced by purchase orders, expenses or other transactions cannot be deleted. - Action **Edit Client** Updates an existing client in Daftra. Only the fields you fill in are changed. - Action **Edit Estimate** Updates an existing estimate (quote) in Daftra, changing its client, date, currency, notes or line items. - Action **Edit Expense** Updates an existing expense in Daftra. Only the fields you fill in are changed. - Action **Edit Invoice** Updates an existing standard invoice in Daftra, including its header details, line items, payments and custom fields. - Action **Edit Invoice Payment** Updates an existing invoice payment in Daftra. Only the fields you fill in are changed. - Action **Edit Journal** Updates an existing journal entry in Daftra, replacing its debit and credit lines. - Action **Edit Product** Updates an existing product, service or bundle in Daftra. Only the fields you fill in are changed. - Action **Edit Refund Receipt** Updates an existing refund receipt in Daftra — its date, currency, store, notes or line items. - Action **Edit Supplier** Updates an existing supplier's business name, contact details, addresses and other details. - Action **Get client** Returns a single Daftra client by id, with its contact details, addresses, balances and custom field values. - Action **Get Expense** Returns a single expense by its id, including amount, taxes, totals, vendor, category, date and status. - Action **Get invoice** Returns a single standard invoice by ID, with its line items, payments, taxes, client and custom fields. - Action **Get Purchase Order** Returns a single purchase order by its ID, including its line items, supplier, taxes, payments and custom fields. - Action **Get Refund Receipt** Returns a single refund receipt by ID, including its line items, payments, taxes, custom fields and client. - Action **List clients** Returns a list of clients in your Daftra account, optionally filtered by keyword or assigned staff member. - Action **List estimates** Returns the account's estimates (quotes), most recent first, optionally filtered by client, number, status, amount, dates and more. - Action **List invoices** Returns a page of your Daftra invoices and debit notes, most recent first, optionally filtered by client, status, dates, amounts and more. - Action **List products** Returns a page of products and services in your Daftra account, optionally filtered by keyword, category, supplier, brand, stock status, barcode or product code. - Action **Update credit note** Updates an existing credit note in Daftra — its client, date, currency, store, notes or line items. - Trigger **Email Sent** Fires when an email is sent from the mailbox (optionally filtered by query). - Trigger **New Gmail Message** Fires when a new email arrives (optionally filtered by query/labels). - Action **Add Label To Email** Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids). - Action **Batch Delete Messages** Tool to permanently delete multiple Gmail messages in bulk, bypassing Trash with no recovery possible. Use when you need to efficiently remove large numbers of emails (e.g., retention enforcement, mailbox hygiene). Use GMAIL_MOVE_TO_TRASH instead when reversibility may be needed. Always obtain explicit user confirmation and verify a sample of message IDs before executing. High-volume calls may trigger 429 rateLimitExceeded or 403 userRateLimitExceeded errors; apply exponential backoff. - Action **Batch Modify Messages** Modify labels on multiple Gmail messages in one efficient API call. Supports up to 1,000 messages per request for bulk operations like archiving, marking as read/unread, or applying custom labels. High-volume calls may return 429 rateLimitExceeded or 403 userRateLimitExceeded; apply exponential backoff. - Action **Create Email Draft** Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading. - Action **Create Label** Creates a new label with a unique name in the specified user's gmail account. - Action **Delete Draft** Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`. - Action **Delete Label** Permanently DELETES a user-created Gmail label from the account (not from a message). WARNING: This action DELETES the label definition itself, removing it from all messages. System labels (INBOX, SENT, UNREAD, etc.) cannot be deleted. To add/remove labels from specific messages, use GMAIL_ADD_LABEL_TO_EMAIL action instead. - Action **Delete Message** Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access. - Action **Delete Thread** Tool to immediately and permanently delete a specified thread and all its messages. This operation cannot be undone. Use threads.trash instead for reversible deletion. - Action **Fetch Emails** Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval. - Action **Fetch Message By Message Id** Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`. - Action **Fetch Message By Thread Id** Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`. - Action **Forward Message** Forward an existing Gmail message to specified recipients, preserving original body and attachments. Verify recipients and content before forwarding to avoid unintended exposure. Bulk forwarding may trigger 429/5xx rate limits; keep concurrency to 5–10 and apply backoff. Messages near Gmail's size limits may fail; reconstruct a smaller draft if needed. - Action **Get Attachment** Retrieves a specific attachment by id from a message in a user's gmail mailbox, requiring valid message and attachment ids. - Action **Get Contacts** Fetches contacts (connections) for the authenticated google account, allowing selection of specific data fields and pagination. - Action **Get Draft** Retrieves a single Gmail draft by its ID. Use this to fetch and inspect draft content before sending via GMAIL_SEND_DRAFT. The format parameter controls the level of detail returned. - Action **Get Filter** Tool to retrieve a specific Gmail filter by its ID. Use when you need to inspect the criteria and actions of an existing filter. - Action **Get Label** Gets details for a specified Gmail label. Use this to retrieve label information including name, type, visibility settings, message/thread counts, and color. - Action **Get People** Retrieves either a specific person's details (using `resource name`) or lists 'other contacts' (if `other contacts` is true), with `person fields` specifying the data to return. - Action **Get Profile** Retrieves key gmail profile information (email address, message/thread totals, history id) for a user. - Action **Import Message** Tool to import a message into the user's mailbox with standard email delivery scanning and classification. Use when you need to add an existing email to a Gmail account without sending it through SMTP. This method doesn't perform SPF checks, so it might not work for some spam messages. - Action **Insert Message** Tool to insert a message into the user's mailbox similar to IMAP APPEND. Use when you need to add an email directly to a mailbox bypassing most scanning and classification. This does not send a message. - Action **List Drafts** Retrieves a paginated list of email drafts from a user's gmail account. use verbose=true to get full draft details including subject, body, sender, and timestamp. - Action **List History** Tool to list Gmail mailbox change history since a known startHistoryId. Use for incremental mailbox syncs. Persist the latest historyId as a checkpoint across sessions; without it, incremental sync is unreliable. An empty history list in the response is valid and means no new changes occurred. - Action **List Labels** Retrieves a list of all system and user-created labels for the specified gmail account. - Action **List Smime Info** Lists S/MIME configs for the specified send-as alias. Use when you need to retrieve all S/MIME certificate configurations associated with a specific send-as email address. - Action **List Threads** Retrieves a list of email threads from a gmail account, identified by `user id` (email address or 'me'), supporting filtering and pagination. - Action **Modify Thread Labels** Adds or removes specified existing label ids from a gmail thread, affecting all its messages; ensure the thread id is valid. - Action **Move Thread To Trash** Moves the specified thread to the trash. Any messages that belong to the thread are also moved to the trash. - Action **Move To Trash** Moves an existing, non-deleted email message to the trash for the specified user. - Action **Patch Label** Patches the specified label. - Action **Remove Label** Permanently deletes a specific, existing user-created gmail label by its id for a user; cannot delete system labels. - Action **Reply To Thread** Sends a reply within a specific gmail thread using the original thread's subject, requiring a valid `thread id` and correctly formatted email addresses. supports attachments via the `attachment` parameter with valid `s3key`, `mimetype`, and `name`. - Action **Search People** Searches contacts by matching the query against names, nicknames, emails, phone numbers, and organizations, optionally including 'other contacts'. - Action **Send Draft** Sends the specified, existing draft to the recipients in the to, cc, and bcc headers. - Action **Send Email** Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment. - Action **Settings Send As Get** Tool to retrieve a specific send-as alias configuration for a Gmail user. Use when you need to get details about a send-as email address including display name, signature, SMTP settings, and verification status. Fails with HTTP 404 if the specified address is not a member of the send-as collection. - Action **Untrash Message** Tool to remove a message from trash in Gmail. Use when you need to restore a previously trashed email message. - Action **Untrash Thread** Tool to remove a thread from trash in Gmail. Use when you need to restore a deleted thread and its messages. - Action **Update Draft** Updates (replaces) an existing Gmail draft's content in-place by draft ID. This action replaces the entire draft content with the new message - it does not patch individual fields. All fields are optional; if not provided, you should provide complete draft content to avoid data loss. - Action **Update Label** Tool to update the properties of an existing Gmail label. Use when you need to modify label name, visibility settings, or color. ## Each app on its own - [ **Daftra** Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their...](https://apiant.ai/connections/daftra) - [ **Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connections/gmail) Reviews ## What our customers say ## More from Daftra - [ **Daftra to Zenvoices** Zenvoices is an application for tracking, processing, and documenting finance-related administrative tasks.](https://apiant.ai/connect/daftra-to-zenvoices) - [ **Daftra to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/daftra-to-hubspot) - [ **Daftra to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/daftra-to-salesforce) - [ **Daftra to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/daftra-to-slack) - [ **Daftra to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/daftra-to-google-sheets) - [ **Daftra to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/daftra-to-google-calendar) ## More into Gmail - [ **Slack to Gmail** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-gmail) - [ **Google Drive to Gmail** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-gmail) - [ **Mailchimp to Gmail** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-gmail) - [ **Stripe to Gmail** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-gmail) - [ **Shopify to Gmail** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-gmail) - [ **ActiveCampaign to Gmail** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-gmail) Questions ## Daftra and Gmail, answered ### ### What can start an automation from Daftra? Any of Daftra's 9 triggers in the catalog, including Client Created, Client Updated, Estimate Updated and Invoice Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Gmail when something happens in Daftra? Any of Gmail's 41 actions, including Create Email Draft, Create Label, Send Draft and Send Email. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Gmail to Daftra? Yes. When something happens in Gmail, your agent can act in Daftra too. This page covers both directions: Gmail's triggers and Daftra's actions are listed here as well. ### ### Do I have to build a connector for Daftra or Gmail? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Daftra and Gmail without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.