Send emails via Gmail for new letters generated in CLG App
This integration automatically sends a custom email via Gmail with info about every new letter generated in CLG App. Keep your stakeholders in the loop without slowing down for a manual message.
This integration automatically sends a custom email via Gmail with info about every new letter generated in CLG App. Keep your stakeholders in the loop without slowing down for a manual message.
- When this happens...New Letter Generated
Triggers when a new letter is generated.
- automatically do this!Send Email
Triggers when a new e-mail appears in the specified mailbox.
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Client Status Changed
Triggers when a client status is changed.
Try ItNew Client
Triggers when a new client is created.
Try ItNew Letter Generated
Triggers when a new letter is generated.
Try ItUpdate Lead
Triggers when a lead is updated.
Try It
Delete Lead
Triggers when a lead is deleted.
Try ItNew Lead
Triggers when a new lead is created.
Try ItUpdate Client
Triggers when a client is updated.
Try ItFirst NameRequired
Last NameRequired
Full Name
EmailRequired
PhoneRequired
Date Of BirthRequired
Street Number
Street Name
State
City
ZipRequired
SSN
What Is Your Main GoalRequired
StatusRequired
Document Tracking Number
Client Portal Access