Gmail + Legalboards

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 Search
Triggers when you receive a new email that matches a search string you provide.
TriggerScheduled
automatically do this!
Create Card
Creates a New Card
ActionWrite

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Supported triggers and actions

What does this mean?

- Label/Mailbox
- Search String
Trigger
Scheduled
Try It
- Label/MailboxRequired
Trigger
Scheduled
Try It
- Search StringRequired
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- SubjectRequired
- To
- Cc
- Bcc
- From
- From Name
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write

- NameRequired
Action
Write
- Message to Remove Label(s) FromRequired
- Label(s) to RemoveRequired
Action
Write

- Search StringRequired
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
- TypeRequired
- BoardRequired
Action
Write

New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label(s) to Add
- Message to be LabeledRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body Type
- BodyRequired
- Label/Mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
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
- BoardRequired
- TitleRequired
- Sub-TitleRequired
- NoteRequired
Action
Write
- BoardRequired
- ClientRequired
- Practice AreaRequired
- Number/TitleRequired
- Opening
- Limiting
- Description
- StatusRequired
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 more Help

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About Legalboards

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

Help

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

Gmail + Legalboards

Create cards in Legalboards from new emails matching search in Gmail

New Attachment

Label/Mailbox

Search String

New Labeled Email

New Email Matching Search

Search StringRequired

New Thread

Label/Mailbox

Create Draft

SubjectRequired

To

Cc

Bcc

From

From Name

Body Type

BodyRequired

Signature

Label/Mailbox

Attachments

Create Label

NameRequired

Remove Label from Email

Message to Remove Label(s) FromRequired

Label(s) to RemoveRequired

Find Email

Search StringRequired

Move Card

Board

New Card

Type

New Clio Task

New Follow Up

Parameter

New Task

Type

Assignee

Reporter

Create Contact Card

TypeRequired

BoardRequired

New Label

New Email

Label/Mailbox

New Starred Email

Add Label to Email

Label(s) to Add

Message to be LabeledRequired

Create Draft Reply

Trigger Instructions

ThreadRequired

To

Cc

Bcc

From

From Name

Body Type

BodyRequired

Signature

Label/Mailbox

Attachments

Send Email

To

Cc

Bcc

From

From Name

Reply To

SubjectRequired

Body Type

BodyRequired

Signature

Label/Mailbox

Attachments

Reply to Email