Gmail + JenesisNow

Gmail + JenesisNow integrations

Send emails in Gmail when new policies are added in JenesisNow

Get instant updates when a new policy is created in Jenesis. This Zap automatically sends a Gmail notification with key policy details, including client name, policy type, agency, and date added. Stay organized and ensure timely follow-ups, improving efficiency and client service.

When this happens...
New Policy CreatedTriggers when a new policy is created.
TriggerInstant
automatically do this!
Send EmailTriggers when a new email appears in the specified mailbox.
ActionWrite

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More things you can do with JenesisNow and Gmail

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

- Trigger When Users at These Locations Add a New Client (Optional)
Trigger
Instant
Try It
- Trigger When Status Becomes
- Trigger When Users at These Locations Update a Policy (Optional)
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

- Trigger When Users at These Locations Create a New Policy (Optional)
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 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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About JenesisNow

JenesisNow is an insurance agency management system that helps manage clients, track policies, and streamline operations

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Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Send emails via Gmail when new clients are added in JenesisNow

Send emails in Gmail when new clients are added in JenesisNow