BackNine Insurance + Gmail

BackNine Insurance + Gmail integrations

Send email updates with Gmail when applications are updated in BackNine Insurance

Stay on top of your insurance workflows with this streamlined process that gets activated the moment a change occurs in your Quote and Apply Application within the BackNine Insurance app. Seamlessly, a prompt email is dispatched through Gmail to keep every relevant party updated. This automation removes the need for manual checks, ensuring you don't miss any alterations in your BackNine Insurance applications and maintain timely communication through Gmail.

When this happens...
Quote and Apply Application UpdatedTriggers when a Quote and Apply Application is updated.
TriggerInstant
automatically do this!
Send EmailTriggers when a new email appears in the specified mailbox.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with BackNine Insurance and Gmail

Discover other triggers and actions you can use with BackNine Insurance and Gmail

Case Created or Updated
Triggers when a case is created or updated
Trigger
Instant
Try It
Quote and Apply Application Created With Insured
Triggers when a Quote and Apply Application obtains contact information for the insured.
Trigger
Instant
Try It
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

Quote and Apply Application Updated
Triggers when a Quote and Apply Application is updated.
Trigger
Instant
Try It
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailbox
  Required
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
  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

About BackNine Insurance

BackNine is a tech enabled general agency geared towards selling life insurance that enables its users with a free to use CRM and online quoting software.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

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 moreLearn moreHelpHelp

Related categories

Google

Similar apps

IMAP by Zapier

Email, Zapier

SMTP by Zapier

Email, Zapier

Microsoft Office 365

Email, Microsoft