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Email by Zapier + Salesboard

Email by Zapier + Salesboard

Email by Zapier + Salesboard integrations

Send outbound emails in Email by Zapier when new documents received in Salesboard

This workflow springs into action when you receive a document in the Salesboard app, and swiftly sends an outbound email via Email by Zapier. This seamless process not only saves valuable time but also reduces the risk of human error, making your business operations more efficient. You no longer have to manually send out emails every time a new document arrives on Salesboard - this automation handles it for you.

  1. When this happens...
    Document Received
    Document Received
    Document ReceivedTriggers when a document is successfully received at Salesboard servers.
    TriggerInstant
  2. automatically do this!
    Send Outbound Email
    Send Outbound Email
    Send Outbound EmailSend up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
    ActionWrite
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More things you can do with Salesboard and Email by Zapier

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About Email by Zapier
Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
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Related categories
Email
Zapier
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About Salesboard
Salesboard is a field sales tool. Equip your reps with your sales deck and prospect data to close deals and generate data from every prospect interaction.
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Related categories
Sales & CRM