Gmail + Pensight

Create Gmail drafts when new orders are submitted in Pensight

Instantly respond to client orders in Pensight with a tailored draft in Gmail. As soon as an order is submitted in Pensight, this workflow will initiate a draft in your Gmail, allowing you to get a jump start on the order acknowledgment process. Streamline your response time, enhancing customer satisfaction and making your order management process more efficient.

When this happens...
Client Submitted an Order
Triggers when client submits a new order. Useful for post-checkout actions.
TriggerInstant
automatically do this!
Create Draft
Create a draft email message.
ActionWrite

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Supported triggers and actions

New Client Started Their First Order
Triggers when a client starts (but not necessarily completes) their first order. Useful for collecting inbound leads.
Trigger
Instant
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A User Submitted Form Result
Triggers when a user submitted a form. Useful for inbound lead collection, i.e. sign up emails.
Trigger
Instant
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New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It

- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write

- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

Client Submitted an Order
Triggers when client submits a new order. Useful for post-checkout actions.
Trigger
Instant
Try It
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
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
- LabelRequired
- MessageRequired
Action
Write
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search

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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