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Gmail + Salesboard

Send new Salesboard documents via Gmail

You can now easily send Salesboard documents via Gmail with this template. A Salesboard document is the output of a Salesboard form, which contains data inserted by users and optionally some attachments in PDF or image format. These documents are often referred to as quotes or contracts. You can use customize the content of the email as you desire!

You can now easily send Salesboard documents via Gmail with this template. A Salesboard document is the output of a Salesboard form, which contains data inserted by users and optionally some attachments in PDF or image format. These documents are often referred to as quotes or contracts. You can use customize the content of the email as you desire!

  1. When this happens...
    SalesboardSalesboard
    Document Received

    Triggers when a document is successfully received at Salesboard servers.

    TriggerInstant
  2. automatically do this!
    GmailGmail
    Send Email

    Triggers when a new e-mail appears in the specified mailbox.

    ActionWrite
Start free with email
Start free with Google
Start free with email
Start free with Google
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Supported triggers and actions

What does this mean?
  • Salesboard triggers, actions, and search

    Appointment Created

    Triggers when a appointment is created.

    Trigger
    Instant
    Try It
  • Salesboard triggers, actions, and search

    Result Code Updated

    Triggers when a result code has changed.

    Trigger
    Instant
    Try It

    • Label/Mailbox

    • Search String

    Trigger
    Scheduled
    Try It

    • Label/MailboxRequired

    Trigger
    Scheduled
    Try It
  • Salesboard triggers, actions, and search

    Document Received

    Triggers when a document is successfully received at Salesboard servers.

    Trigger
    Instant
    Try It
  • Salesboard triggers, actions, and search

    Write a Audience Record

    Write a Audience Record.

    Action
    Write
  • Gmail triggers, actions, and search

    New Label

    Triggers when you add a new label.

    Trigger
    Scheduled
    Try It

    • Label/Mailbox

    Trigger
    Scheduled
    Try It
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gmail logo

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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Related categories

  • Email
  • Google

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About Salesboard

Salesboard is a field sales tool. Equip your reps with your sales deck and prospect data to close deals and generate data from every prospect interaction.
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