Gmail + OkaySend

Gmail + OkaySend integrations

Create new OkaySend clients from newly labeled emails in Gmail

When a new email with a specific label arrives in your Gmail inbox, streamline your workflow with this automation. It essentially triggers creation of a new client in the OkaySend application. This is highly efficient for businesses, helping you move swiftly between tasks, while ensuring that every labeled email leads to immediate action in your OkaySend App. A time-saver and productivity-booster rolled into one.

When this happens...
New Labeled EmailTriggers when an email is labeled. Also triggers when a reply is added to the conversation.
TriggerPolling
automatically do this!
Create a ClientCreates a new Client
ActionWrite

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More things you can do with Gmail and OkaySend

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

- 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
- Account ID
  Required
Trigger
Instant
Try It
- Account ID
  Required
Trigger
Instant
Try It
- Account ID
  Required
Trigger
Instant
Try It
- Account ID
  Required
Trigger
Instant
Try It
- Full name
  Required
- Email
  Required
- Phone number
- Company name
- Account ID
  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
- Account ID
  Required
Trigger
Instant
Try It
- Account ID
  Required
Trigger
Instant
Try It
- Account ID
  Required
Trigger
Instant
Try It
- Account ID
  Required
Trigger
Instant
Try It
- Account ID
  Required
Trigger
Instant
Try It
- Account ID
  Required
- Title
  Required
- Template
  Required
- Client(s)
- Due Date
- Reminder Schedule
- Require client login?
  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.

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About OkaySend

OkaySend simplifies the process of collecting documents and files from clients.

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