Gmail + Schedule by Zapier + TargetBoard + Filter by Zapier

Send Gmail emails with TargetBoard KPI progress every month

This Zap runs monthly by default, though you can choose to receive it weekly, daily, or hourly. It's configured to retrieve the progress data for a selected Key Performance Indicator (KPI) in TargetBoard. It then assesses whether this progress aligns with your planned objectives and, based on this evaluation, sends out a Gmail alert with the relevant information.

When this happens...
Every Month
Triggers every month, on the day(s) selected.
TriggerInstant
automatically do this...
Get KPI Data
Get a digest summary for an individual KPI.
ActionWrite
then do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Send Email
Triggers when a new e-mail appears in the specified mailbox.
ActionWrite

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Start free with email

Start free with Google

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Supported triggers and actions

What does this mean?

- Frequency TypeRequired
- Interval
- Start DateRequired
- Time of DayRequired
Trigger
Instant
Try It
- Time Offset
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the WeekRequired
- Time of DayRequired
Trigger
Instant
Try It
- The KPI IDRequired
- Start Date
- End Date
Action
Write
- Search TermRequired
Action
Search

- 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

- Time of DayRequired
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the MonthRequired
- Time of DayRequired
Trigger
Instant
Try It
Get Catalog
Returns the KPIs in the account's KPI catalog.
Action
Write
- The KPI IDRequired
- Start date
- End Date
- Recipient EmailsRequired
- Message
Action
Write
- Only continue if...Required
Action
Filter
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

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 Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

Help

Related categories

About TargetBoard

TargetBoard is an AI-Powered KPI Operating System. We make it easy for teams to improve their KPIs.

Help

Related categories

Analytics

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Help

PRODUCTS

CAPABILITIES

By team

Gmail + Schedule by Zapier + TargetBoard + Filter by Zapier

Send Gmail emails with TargetBoard KPI progress every month

Custom Frequency

Interval

Start DateRequired

Time of DayRequired

Every Hour

Time Offset

Trigger on weekends?

Every Week

Day of the WeekRequired

Time of DayRequired

Get KPI Data

The KPI IDRequired

Start Date

End Date

Search Catalog

Search TermRequired

New Attachment

Label/Mailbox

Search String

New Labeled Email

Label/MailboxRequired

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

Every Day

Time of DayRequired

Trigger on weekends?

Every Month

Day of the MonthRequired

Time of DayRequired

Get Catalog

Send KPI Email

The KPI IDRequired

Start date

End Date

Recipient EmailsRequired

Message

Only continue if...

Only continue if...Required

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