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Gmail + Shape + Formatter by Zapier

Create Shape Software records from new Gmail emails

Whenever you receive a new Gmail email, a matching Shape Software record will be created automatically. You can add a filter step to this template, so it only runs in certain situations.

Whenever you receive a new Gmail email, a matching Shape Software record will be created automatically. You can add a filter step to this template, so it only runs in certain situations.

  1. When this happens...
    GmailGmail
    New Email

    Triggers when a new email appears in the specified mailbox.

    TriggerPolling
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  3. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  4. then do this!
    ShapeShape
    Create Record

    Create a new record within the CRM

    ActionWrite
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Supported triggers and actions

    • Label or mailbox

    • Search keywords

    Trigger
    Polling
    Try It
    • Label or mailboxRequired

    Trigger
    Polling
    Try It
    • Search keywordsRequired

    Trigger
    Polling
    Try It
    • Label or mailbox

    Trigger
    Polling
    Try It
  • Gmail triggers, actions, and search

    New Starred Email

    Triggers when you receive a new email and star it within two days.

    Trigger
    Polling
    Try It
    • Label

    • MessageRequired

    Action
    Write
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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.

Related categories

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shape logo

About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
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formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Related categories