Gmail + Legalboards

Gmail + Legalboards integrations

Create cards in Legalboards from new emails matching search in Gmail

Keep your legal tasks organized as soon as you receive relevant emails. With this workflow, as soon as a new email arrives in your Gmail that matches your specified search, a new card will be created on your Legalboards. This automation makes it simple to track email-related tasks in your legal operations, ensuring nothing falls through the cracks.

When this happens...
New Email Matching SearchTriggers when you receive a new email that matches a search string you provide.
TriggerPolling
automatically do this!
Create CardCreates a New Card
ActionWrite

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More things you can do with Gmail and Legalboards

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

- 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
New Board Team
Triggers when a board team is added.
Trigger
Instant
Try It
- User
Trigger
Instant
Try It
- Type
Trigger
Instant
Try It
- Client
- Area
- Status
Trigger
Instant
Try It
- Board
  Required
- Title
  Required
- Sub-Title
  Required
- Note
  Required
Action
Write
- Board
  Required
- Client
  Required
- Practice Area
  Required
- Number/Title
  Required
- Opening
- Limiting
- Description
- Status
  Required
Action
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
- 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
- Board
Trigger
Instant
Try It
- Type
Trigger
Instant
Try It
New Clio Task
Triggers when a new clio task is created.
Trigger
Instant
Try It
- Parameter
Trigger
Instant
Try It
- Type
- Assignee
- Reporter
Trigger
Instant
Try It
- Type
  Required
- Board
  Required
Action
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

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About Legalboards

Legalboards streamline your workflow and Reduce the learning curve of new team members.

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Related categories

Project Management

Related Zap Templates

Create new Legalboards contact cards from new Gmail emails

Related Zap Templates

Create new Legalboards contact cards from new Gmail emails