Google

About Google integration

Connect Google to turn emails and calendar activity into structured actions inside Agenisy. Incoming enquiries can be captured, scoped, and routed automatically. Calendar events can be created from job milestones and kept in sync, so scheduling becomes reliable and visible across the team. Finance-related emails (invoices, statements, remittances) can also be filed against the right job or supplier record to reduce admin and keep an audit trail.

What this integration helps you do

• Convert email enquiries into generated/tracked leads/jobs (instead of leaving them in the inbox)
• Keep emails, attachments, and decisions linked to the job record
• Create and sync site visits, inspections, installs, and follow-ups from your calendar
• Reduce double-entry by auto-filing key documents (quotes, drawings, invoices)
• Improve response time and consistency with structured routing and reminders
  

Key benefits

• Faster handling of enquiries and follow-ups
• Fewer missed visits, clashes, and dropped tasks
• Cleaner job records with a full email + document trail
• Less admin for office teams (filing, saving attachments, chasing info)
  

Features available

• Gmail capture: log threads, save attachments, convert to lead/job (rules-based)
• Calendar sync: create events, update milestones, invite attendees, reminders/buffers
• Document filing: store attachments to the correct job/contact/supplier
• Assignment + tasks: auto-create tasks/reminders from emails and events
• Optional controls: label-based capture, manual approval, shared mailbox support