OCTA + Gmail integration — Send AR Emails Through Your Gmail Account
Category: Miscellaneous
Connect OCTA with Gmail to send payment reminders and collection communications from your own email address and domain, giving every customer-facing email the deliverability advantage and sender reputation of your established Google Workspace account. When OCTA sends a payment reminder, it routes the email through your connected Gmail account rather than a generic sending domain, so recipients see your company email address in the "From" field — the same address your customers already recognise and trust. OCTA also tracks whether each reminder email is delivered, opened, or clicked, giving your AR team real-time visibility into whether customers have seen their payment request without relying on a third-party email platform. Finance teams and operations managers at growing businesses use this integration to maintain a professional, branded collection communication experience while benefiting from OCTA's automated scheduling, sequencing, and follow-up logic.
What the Gmail integration does
- Send Reminders From Your Gmail Address: OCTA connects to Gmail via Google's OAuth API and routes all payment reminder emails through your authorised Google Workspace account, so every collection email arrives in the customer's inbox with your domain in the "From" field — not a generic email automation domain that customers might flag as spam or ignore. This sender authenticity is one of the most effective ways to improve email open rates for payment reminders, as customers are more likely to open an email from a known sender.
- Delivery and Engagement Tracking: OCTA monitors the delivery status, open rate, and click rate of every payment reminder sent through Gmail, giving your AR team insight into whether a customer has seen their invoice reminder before escalating to a call or more direct follow-up. Tracking data is surfaced on the individual invoice record in OCTA, so collectors can see at a glance whether a customer has read the reminder three times without paying — a signal that warrants direct outreach — versus one that has not yet been opened.
- Customisable Email Templates: OCTA provides a library of payment reminder email templates that are pre-formatted for deliverability and conversational tone, which you can customise with your company logo, brand colours, email signature, and specific language preferences to match how your business communicates with customers. Different templates can be assigned to different reminder stages — a gentle advance notice before the due date uses different language than a firm overdue request at 60 days.
- Email Thread Organisation and Management: OCTA keeps payment reminder email threads organised by mapping responses from customers back to the correct invoice record in OCTA, so customer replies — requests for invoice copies, disputes, payment confirmation references — are automatically associated with the right account and flagged for collector review. Finance teams no longer need to manually sort through their inbox to find which customer replied to which reminder, saving significant time during high-volume collection periods.
Benefits
- Send from your own company domain — higher deliverability and open rates vs generic senders
- Track email opens and clicks to know when customers have seen their reminders
- Professional branded emails that reflect your company's communication standards
- Google Workspace-native — no third-party email platform subscription required
- Automatic thread management links customer replies to the correct invoice in OCTA
- Works with any Gmail or Google Workspace account across all plan tiers