Acrual + Gmail + Filter by Zapier

Create and label draft Gmail messages when new Acrual quotes are updated to pending

Are you creating the same email over and over for every quote you send? Use this Zap to automatically create a draft email in Gmail to a specified recipient for every new pending Acrual quote.

When this happens...
Updated QuoteTriggers when a quote is updated.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Find EmailTriggers when a new email appears in the specified mailbox.
ActionSearch
then do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Find ClientFinds a client by the provided details.
ActionSearch
then do this...
Create DraftCreate a draft email message.
ActionWrite
then do this!
Add Label to EmailAdd a label to an email message.
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with Acrual, Filter by Zapier, and more

New Client
Triggers when a new client is created.
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Instant
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New Invoice
Triggers when a new invoice is created.
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Instant
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New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
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New Supplier
Triggers when a new supplier is created.
Trigger
Instant
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New Variation
Triggers when a new variation is created.
Trigger
Instant
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Updated Employee
Triggers when an employee is updated.
Trigger
Instant
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Updated Job
Triggers when a job is updated.
Trigger
Instant
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Updated Quote
Triggers when a quote is updated.
Trigger
Instant
Try It
Updated Time Entry
Triggers when a time entry is updated.
Trigger
Instant
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- Job
  Required
- Invoice Type
  Required
- Invoice Status
  Required
- Payment Due
- Comments
- Payment Terms
- Name
  Required
- Quantity
  Required
- Unit Cost
  Required
- Cost
  Required
Action
Write
- Field to search by
  Required
Action
Search
- Field to search by
  Required
Action
Search
- Field to search by
  Required
Action
Search
- Label or mailbox
- Search keywords
Trigger
Polling
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- Label or mailbox
  Required
Trigger
Polling
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- 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
  Required
- Message
  Required
Action
Write
- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Write
- Thread
  Required
- Label(s) to remove
  Required
Action
Write
- Message ID
  Required
- Attachment Filename
  Required
- Attachment Size
Action
Search
- Search String
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Search or write

New Employee
Triggers when a new employee is created.
Trigger
Instant
Try It
New Job
Triggers when a new job is created.
Trigger
Instant
Try It
New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
New Time Entry
Triggers when a new time entry is created.
Trigger
Instant
Try It
Updated Client
Triggers when a client is updated.
Trigger
Instant
Try It
Updated Invoice
Triggers when an invoice is updated.
Trigger
Instant
Try It
Updated Purchase Order
Triggers when a purchase order is updated.
Trigger
Instant
Try It
Updated Supplier
Triggers when a supplier is updated.
Trigger
Instant
Try It
Updated Variation
Triggers when a variation is updated.
Trigger
Instant
Try It
- Employee
  Required
- Job
- Date
  Required
- Quantity
  Required
- Description
Action
Write
- Field to search by
  Required
Action
Search
- Field to search by
  Required
Action
Search
- Only continue if...
  Required
Action
Filter
New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailbox
  Required
Trigger
Polling
Try It
- Search keywords
  Required
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- Message
  Required
Action
Write
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Recipient_instructions
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label(s) to remove
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Search String
  Required
Action
Search

About Acrual

Acrual is powerful business management software for your manufacturing or construction business. Acrual helps you win more work & simplify your business.

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Related categories

Project Management

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.

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn moreLearn moreHelpHelp

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