Connect Gmail to Planfact

Both apps 45Gmail 25Planfact 20

• 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
  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 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
  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
  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 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
  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 Labels

  Retrieves a list of all system and user-created labels for the specified gmail account.

• 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 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
  Add account

  Creates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance.

• Action
  Add contragent

  Creates a new contragent (counterparty) in Planfact.

• Action
  Add invoice document

  Creates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines.

• Action
  Add operation category

  Creates a new income, outcome or balance-sheet category (article) in PlanFact.

• Action
  Add operation income

  Creates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories.

• Action
  Add operation outcome

  Creates an outcome (payment / expense) operation in Planfact on the chosen account.

• Action
  Add product

  Creates a new product or service in Planfact with its name, price, currency and VAT.

• Action
  Add project

  Creates a new project in Planfact, optionally in a project group and linked to a budget.

• Action
  Delete contragent

  Deletes a contragent (counterparty) from Planfact.

• Action
  Delete operation

  Deletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID.

• Action
  Get account

  Returns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details.

• Action
  Get contragent

  Returns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories.

• Action
  Get operation

  Returns a single Planfact operation (income, outcome, move, accrual, shipment or supply) by its id, including its account, counterparty, category and project parts.

• Action
  Get project

  Returns a Planfact project by its ID, including its group, currency and status.

• Action
  List contragents

  Returns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date.

• Action
  List operation categories

  Returns the account's income and expense categories (operation categories), optionally filtered by type, name or parent.

• Action
  List products

  Returns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date.

• Action
  List projects

  Returns the projects in your Planfact account, optionally filtered by name, group, status or dates.

• Action
  Update contragent

  Updates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group.

• Action
  Update project

  Updates an existing Planfact project's name, comment, status, group, budget or closed flag.

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