Gmail + Vitally

Send emails via Gmail when new active indicators at customer occur in Vitally

Stay on top of your customer activities in the most efficient way. This automation sends an email through Gmail when there's a new active indicator at a customer in Vitally's platform. It simplifies your customer management process, ensuring you're always in the loop about any changes to your customer status without having to constantly monitor Vitally.

When this happens...
New Active Indicator at Customer
Triggers when an indicator is activated for a customer
TriggerInstant
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Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

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Supported triggers and actions

Customer Created
Triggers when a new Customer is created in Vitally
Trigger
Instant
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- Custom ObjectRequired
Trigger
Polling
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- Custom ObjectRequired
Trigger
Instant
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- Playbook
Trigger
Instant
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Note Created
Triggers when a new Note is created in Vitally
Trigger
Instant
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Organization Created
Triggers when a new Organization is created in Vitally
Trigger
Instant
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Project Created
Triggers when a new Project is created in Vitally
Trigger
Instant
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List Project Statuses
Lists all Project Statuses
Trigger
Polling
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- Segment
Trigger
Instant
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Task Created
Triggers when a new Task is created in Vitally
Trigger
Instant
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- Custom ObjectRequired
- Customer
- Organization
- NameRequired
- Owner (Teammate)
- Created By (Teammate)
- External ID
Action
Write
- Customer
- Organization
- Teammate
- Category
- Subject
- TextRequired
- Date
- Tags
- Traits
Action
Write
- Template TypeRequired
Action
Write
- Customer
- Organization
- NameRequired
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Write
- CustomerRequired
- Traits
Action
Write
- OrganizationRequired
- Traits
Action
Write
- UserRequired
- Traits
Action
Write
- Custom ObjectRequired
- Search FieldRequired
Action
Search
- Search FieldRequired
Action
Search
- Search FieldRequired
Action
Search
- EmailRequired
Action
Search
- Search FieldRequired
- Customer
- Organization
- Teammate
- Category
- Subject
- TextRequired
- Date
- Tags
- Traits
Action
Search or write
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- Label
- MessageRequired
Action
Write
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search

List Project Templates
Lists all Project Templates
Trigger
Polling
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List Custom Objects
Lists all Custom Objects
Trigger
Polling
Try It
- Custom ObjectRequired
Trigger
Instant
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- Indicator
Trigger
Instant
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NPS Response Created
Triggers when a new NPS Response is created in Vitally
Trigger
Instant
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List Project Templates
Lists all Project Templates
Trigger
Polling
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List Projects
Lists all Projects
Trigger
Polling
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Project Status Changed
Triggers when a Project's status changes in Vitally
Trigger
Instant
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- Segment
Trigger
Instant
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Task Completed
Triggers when a Task is marked complete in Vitally
Trigger
Instant
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- TypeRequired
- UserRequired
- Teammate
- Message TextRequired
- Subject
- Timestamp
- ID
- URL
- Conversation ID
- Conversation URL
Action
Write
- UserRequired
- Reponse TimestampRequired
- Score
- Feedback
- Response ID
Action
Write
- CustomerRequired
- SegmentRequired
Action
Write
- CreatorRequired
- EventRequired
- Message ID
- Properties
Action
Write
- Custom ObjectRequired
- Custom Object InstanceRequired
Action
Write
- ProjectRequired
- StatusRequired
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- NameRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
- Custom ObjectRequired
- Search FieldRequired
- Customer
- Organization
- NameRequired
- Owner (Teammate)
- Created By (Teammate)
- External ID
Action
Search or write
- Search FieldRequired
- Customer
- Organization
- NameRequired
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Search or write
New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more

Related categories

Similar apps

About Vitally

Vitally is a customer success platform for high-growth B2B SaaS teams.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Send emails in Gmail when new custom object instances are created in Vitally

Related Zap Templates

Send emails in Gmail when new custom object instances are created in Vitally

Gmail + Vitally

Send emails via Gmail when new active indicators at customer occur in Vitally

Supported triggers and actions

Customer Created

List Custom Object Instances

Custom Object Instance Created

New Active Indicator at Customer

Note Created

Organization Created

Project Created

List Project Statuses

Customer Entered Segment

Task Created

Create a Custom Object Instance

Create Note

Create Project From Template

Create Task

Update Customer Traits

Update Organization Traits

Update User Traits

Find a Custom Object Instance

Find a Note

Find a Task

Find a Teammate

Find or Create Note

New Attachment

New Labeled Conversation

New Email

New Starred Email

Add Label to Email

Delete Email

Create Draft Reply

Send Email

Remove Label From Conversation

Find Email

List Project Templates

List Custom Objects

Custom Object Instance Updated

Indicator Instance No Longer Active

NPS Response Created

List Project Templates

List Projects

Project Status Changed

Customer Exited Segment

Task Completed

Create Message

Create NPS Response

Add Customer to Segment

Create Track

Update a Custom Object Instance Traits

Update Project Status

Find a Customer

Find an Event

Find a Organization

Find a User

Find or Create Custom Object Instance

Find or Create Task

New Label

New Labeled Email

New Email Matching Search

New Conversation

Archive Email

Create Draft

Create Label

Remove Label From Email

Reply to Email

Find or Send Email

About Gmail

Related categories

Similar apps

IMAP by Zapier

SMTP by Zapier

Microsoft Office 365

About Vitally

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates