Gmail + Handoff

Gmail + Handoff integrations

Send emails in Gmail when proposals are approved in Handoff

Streamline your workflow with this Handoff-Gmail integration. When a proposal gets approved in Handoff, this workflow immediately sends an email using Gmail. This automates an important part of the process, ensuring you can swiftly notify relevant parties about the approval, thus saving time and improving efficiency.

When this happens...
Proposal ApprovedTriggers when a client approves a proposal. Includes the estimate ID so you can feed it directly into the 'Find Estimate' search action.
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 Handoff and Gmail

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

New Contact
Triggers when a new contact (client, sub, vendor) is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
Try It
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
- Integration Custom ID
Action
Write
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
- Integration Custom ID
- Estimate Description
  Required
Action
Write

- Project ID
  Required
- Estimate ID
  Required
- Sections Only
- Line by Item
- Page
- Page Size
Action
Search
- Search Query
  Required
- Contact Name
  Required
- Email
- Phone
- Business Name
- Notes
- Street Address
- City
- State
- ZIP Code
- Referral Source
Action
Search or write

- 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
- 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

Invoice Paid
Triggers when a client pays an invoice.
Trigger
Instant
Try It
Proposal Approved
Triggers when a client approves a proposal. Includes the estimate ID so you can feed it directly into the 'Find Estimate' search action.
Trigger
Instant
Try It
- Contact Name
  Required
- Email
- Phone
- Business Name
- Notes
- Street Address
- City
- State
- ZIP Code
- Referral Source
Action
Write
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
- Integration Custom ID
- Document Title
- Document Content
  Required
- Photo URLs
- File URLs
Action
Write
- Search Query
  Required
Action
Search
- Search Query
- Project ID
- Integration Custom ID
Action
Search
- Search Query
- Project ID
- Integration Custom ID
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
Action
Search or write
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
- Message
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Note
- Note format
- Include original attachments
- Label or mailbox
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 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

About Handoff

Handoff is an AI-powered construction management platform for builders to capture leads, build estimates, send invoices, and run projects end-to-end.

HelpHelp

Related categories

Beta

Productivity