Gmail + Salesforce + Gavel

Create Gavel sessions and send Gmail emails for new Salesforce records

Use this Zapier integration to create a session of a Gavel workflow and populate it with data from a new Salesforce record. Then, this integration will send a Gmail email to your clients or team to continue the workflow.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this...
Create and Populate a New Session
Creates a new session of an existing workflow, populates it with the provided variables, and outputs a session ID and a link that can be used to continue the workflow.
ActionWrite
then do this!
Send Email
Triggers when a new e-mail appears in the specified mailbox.
ActionWrite

Try this template

Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Trigger
Scheduled
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger
Scheduled
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Action
Write

Add File to Record
Adds an existing file to an existing Record.
Action
Write
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Action
Write

Create Attachment
Creates a new attachment (max 25MB).
Action
Write

Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
Salesforce
Creates a new File (max 25MB).
Scheduled
Action
Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
Gavel
Triggers when a workflow is completed.
Instant
Trigger
Gavel
Creates a new session of an existing workflow, populates it with the provided variables, and outputs a session ID and a link that can be used to continue the workflow.
Scheduled
Action
Gmail
Triggers when you receive a new attachment (triggers once per attachment).
Scheduled
Trigger
Gmail
Triggers when you add a new label.
Scheduled
Trigger
Gmail
Triggers when you label an email.
Scheduled
Trigger
Gmail
Triggers when a new e-mail appears in the specified mailbox.
Scheduled
Trigger
Gmail
Triggers when you receive a new email that matches a search string you provide.
Scheduled
Trigger
Gmail
Triggers when you receive a new email and star it within two days.
Scheduled
Trigger
Gmail
Triggers when a new thread starts.
Scheduled
Trigger
Gmail
Add a label to an email message.
Scheduled
Action
Gmail
Create (but do not send) a new email message.
Scheduled
Action
Gmail
Create (but do not send) a draft of a reply to an existing email.
Scheduled
Action
Gmail
Creates a new label.
Scheduled
Action
Gmail
Create and send a new email message.
Scheduled
Action
Gmail
Remove a label from an email message.
Scheduled
Action
Gmail
Send a reply to an email message.
Scheduled
Action
Gmail
Finds an email message.
Scheduled
Action
Gmail
Finds or creates a specific message.
Scheduled
Action

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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