Gmail + Trackfront + Filter by Zapier

Send emails in Gmail for newly-approved Trackfront estimates

This integration allows you effortlessly send a "next steps" email via Gmail when someone signs-off on an estimate in Trackfront. Once active, this Zap automatically relays a custom email, letting your customers know when to hear back from you or what is going to happen next.

When this happens...
Estimate Status ChangeTriggers when an estimate status changes in Trackfront.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Send EmailTriggers when a new email appears in the specified mailbox.
ActionWrite

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Discover other triggers and actions you can use with Trackfront, Filter by Zapier, and more

Contact Create
Triggers when a new contact is created in Trackfront.
Trigger
Instant
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Estimate Status Change
Triggers when an estimate status changes in Trackfront.
Trigger
Instant
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Project Create
Triggers when a new project is created in Trackfront.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Phone Extension
- Title
- Organization
- Create as new Organization (if not found)
Action
Write
- Only continue if...
  Required
Action
Filter

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
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- Label/Mailbox
Trigger
Polling
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- 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

Estimate Save
Triggers when an estimate is saved in Trackfront.
Trigger
Instant
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Organization Create
Triggers when a Trackfront Organization is created in your account.
Trigger
Instant
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Project Message
Triggers when a new message is posted to a project in Trackfront.
Trigger
Instant
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- Name
  Required
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address Postal Code
- Address Country
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 Trackfront

The All-In-One Solution For Project Collaboration, Easy Quotes, Estimates and Custom Proposals. Keeping Clients Happy and Coming Back, Reducing Emails and Simplifying Communication.

HelpHelp

Related categories

Proposal & Invoice Management

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.

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Developer Tools

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