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CROSStrax + Gmail

CROSStrax + Gmail

CROSStrax + Gmail integrations

Send email notifications via Gmail for new case notes in CROSStrax

Manage your communication process effectively with this seamless workflow. When a new case note is added within CROSStrax, an email is instantly sent from your Gmail account, keeping everyone up-to-date and ensuring nothing slips through the cracks. This time-saving automation takes care of routine correspondence, leaving you more time to focus on more critical tasks.

  1. When this happens...
    New Case Note
    New Case Note
    New Case NoteTriggers when new note added on case.
  2. automatically do this!
    Send Email
    Send Email
    Send EmailTriggers when a new email appears in the specified mailbox.
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More things you can do with CROSStrax and Gmail

Discover other triggers and actions you can use with CROSStrax and Gmail

  • CROSStrax triggers, actions, and search
    New Case

    Triggers when a new case generated.

    Trigger
    Polling
    Try It
    • Client/Company Name
      Required
    • Address 1
    • Address 2
    • City
    • State
    • Zip
    • Country
    • Phone
    • Fax
    • Website
    Action
    Write
    • Case Type
      Required
    • Client/Company
      Required
    • Contact: Email
    • Contact: First Name
    • Contact: Last Name
    • Claim Number
      Required
    • Date Referred
    • Service
      Required
    • Due Date
    • Budget
    • Address 1
    • Address 2
    • city
    • State
    • Zip
    • Country
    • Comment
    • Phone
    • Description
    • Make
    • Model
    • Year
    • Color
    • Tag#
    • State
    • Vin
    • Comment
    Action
    Write
    • Label or mailbox
    • Search keywords
    Trigger
    Polling
    Try It
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About CROSStrax
CROSStrax is case management system for investigator to organize all investigation related stuff and more within single platform.
Related categories
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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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Related Zap Templates

  • Send email in Gmail for new cases in CROSStrax

 

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