Gmail + SUNAGO Matrix

Gmail + SUNAGO Matrix integrations

Create drafts in Gmail for new leads in SUNAGO Matrix

Increase your efficiency in managing potential customers with this seamless workflow. Whenever a new lead is registered in the SUNAGO Matrix system, a draft email will instantly be prepared for you in Gmail. This smooth process not only saves you valuable time but ensures prompt communication with prospects, strengthening your customer relationships.

When this happens...
New LeadTriggers when a new lead is created in SUNAGO Matrix.
TriggerInstant
automatically do this!
Create DraftCreate a draft email message.
ActionWrite

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More things you can do with SUNAGO Matrix and Gmail

Discover other triggers and actions you can use with SUNAGO Matrix and Gmail

New Contact
Triggers when a new contact is created in SUNAGO Matrix.
Trigger
Instant
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Deal Lost
Triggers when a deal is marked as lost in SUNAGO Matrix.
Trigger
Instant
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New Employee
Triggers when a new employee is added in SUNAGO Matrix.
Trigger
Instant
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Lead Status Changed
Triggers when a lead's status is updated in SUNAGO Matrix.
Trigger
Instant
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Offer Signed
Triggers when an offer is signed in SUNAGO Matrix.
Trigger
Instant
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Project Status Changed
Triggers when a project's status changes in SUNAGO Matrix.
Trigger
Instant
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New Task
Triggers when a new task is created in SUNAGO Matrix.
Trigger
Instant
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- Full Name
  Required
- Email
- Phone
- Company Name
- Job Title
- Owner ID
- Address
- Zip Code
- City
- Region
- Country
Action
Write
- Full Name
  Required
- Email
  Required
- Phone
- Company
- Status
  Required
- Owner ID
- Address
- Zip Code
- City
- Region
- Country
Action
Write
- Task Title
  Required
- Project ID
  Required
- Description
- Status
- Priority
- Assignee ID
- Start Date
- Due Date
- Estimated Hours
Action
Write
- Lead ID
  Required
- New Status
  Required
Action
Write
New Label
Triggers when you add a new label.
Trigger
Polling
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- Label or mailbox
  Required
Trigger
Polling
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- Search keywords
  Required
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- Message
  Required
Action
Write
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Recipient_instructions
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label(s) to remove
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Search String
  Required
Action
Search

New Deal Created
Triggers when a new deal is created in SUNAGO Matrix.
Trigger
Instant
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Deal Won
Triggers when a deal is marked as won in SUNAGO Matrix.
Trigger
Instant
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New Lead
Triggers when a new lead is created in SUNAGO Matrix.
Trigger
Instant
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New Offer
Triggers when a new offer is created in SUNAGO Matrix.
Trigger
Instant
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New Project
Triggers when a new project is created in SUNAGO Matrix.
Trigger
Instant
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Task Completed
Triggers when a task is marked as Done in SUNAGO Matrix.
Trigger
Instant
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Time Entry Approved
Triggers when a time entry is approved in SUNAGO Matrix.
Trigger
Instant
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- Deal Title
  Required
- Deal Value
- Status
- Contact ID
- Company ID
- Owner ID
- Expected Close Date
- Description
- Win Probability %
Action
Write
- Project Title
  Required
- Description
- Status
- Start Date
- End Date
- Budget
- Budget Type
- Customer ID
- Manager ID
- Deal ID
- Billable
Action
Write
- Project ID
  Required
- Employee ID
  Required
- Date
  Required
- Hours
  Required
- Description
- Start Time
- End Time
Action
Write
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailbox
  Required
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
- Label
  Required
- Message
  Required
Action
Write
- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Write
- Thread
  Required
- Label(s) to remove
  Required
Action
Write
- Message ID
  Required
- Attachment Filename
  Required
- Attachment Size
Action
Search
- Search String
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
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.

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About SUNAGO Matrix

SUNAGO Matrix is an enterprise resource planning system engineered for consulting and engineering firms

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Create draft emails in Gmail for new employees in SUNAGO Matrix

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